×
Step 1: Define Portfolio Assets
Add the assets you want to include in the portfolio. Provide the expected annual return, volatility (standard deviation), and beta for each.
Asset Name
Exp. Return (%)
Volatility (%)
Beta
Step 2: Select Strategy & Constraints
Choose your optimization strategy and define the total value of the portfolio.
Step 3: Optimized Portfolio
Optimization Results
Portfolio Return
0.00%
Portfolio Volatility
0.00%
Portfolio Beta
0.00
Optimal Asset Allocation
| Asset Name | Weight (%) | Value ($) | Risk Contribution (%) |
|---|
Run the optimization from the 'Strategy & Constraints' tab to see your results here.