About Folio Lab

Making institutional-grade portfolio optimization accessible for Indian equity markets. We bring the quantitative methods used by hedge funds and asset managers to every investor.

Our Mission

Portfolio optimization has traditionally required expensive software, deep quantitative expertise, and access to institutional data infrastructure. Folio Lab changes that by providing a comprehensive, web-based platform purpose-built for NSE and BSE equities.

Whether you are an individual investor looking to diversify beyond gut instinct, a financial advisor building client portfolios, or a quant researcher comparing optimization methods - Folio Lab gives you the tools to make data-driven allocation decisions backed by decades of academic research.

Our Approach

Academically Rigorous

Every optimization method is implemented from peer-reviewed research papers. Our documentation includes full mathematical formulations, assumptions, and limitations.

Built for Indian Markets

Purpose-built for NSE and BSE equities with Indian market data, INR-denominated risk-free rates, and Nifty/Sensex benchmarks.

Transparent Documentation

58 pages of open documentation covering every method, metric, and concept - complete with LaTeX formulations and academic references.

Platform Capabilities

16 Optimization Methods

From classical Markowitz Mean-Variance to modern Hierarchical Risk Parity, HERC, NCO, and Black-Litterman.

50+ Risk & Performance Metrics

Sharpe, Sortino, VaR, CVaR, maximum drawdown, beta variants, and higher-moment statistics.

Real-Time Optimization

Run complex optimizations across hundreds of NSE and BSE stocks and get actionable weights in seconds.

Full REST API

Programmatic access to all optimization methods, job management, and result retrieval via JWT-authenticated API.

Walk-Forward Backtesting

Simulate periodic rebalancing with expanding or rolling windows and time-varying risk-free rates.

Enterprise Security

JWT authentication, API key management, and secure data handling for professional workflows.

Ready to get started?

Create a free account and run your first optimization in minutes.