Documentation
Learn how to use the Portfolio Optimization platform to build optimized investment portfolios for Indian markets.
Optimization Methods
Learn about the mathematical foundations of each optimization method.
Quick Start
Get up and running with your first portfolio optimization in minutes.
API Reference
Complete API documentation for programmatic access to optimization services.
What is Portfolio Optimization?
Portfolio optimization is the process of selecting the best portfolio (asset distribution) from a set of all portfolios being considered. The objective typically maximizes factors such as expected return and minimizes costs like financial risk.
Our platform provides enterprise-grade portfolio optimization services specifically designed for Indian equity markets, supporting stocks listed on NSE and BSE with real-time data and advanced optimization algorithms.
Financial Concepts
CAPM
Capital Asset Pricing Model for expected return estimation
Learn moreModern Portfolio Theory
Markowitz framework for optimal portfolio construction
Learn moreEfficient Frontier
The set of portfolios offering maximum return for each risk level
Learn moreExpected Returns
Techniques for estimating future asset returns
Learn moreVolatility
Measuring and interpreting asset price variability
Learn moreOptimization Methods
Mean-Variance (MVO)
Classic Markowitz portfolio optimization
Learn moreMinimum Variance
Minimize total portfolio risk
Learn moreMaximum Sharpe
Maximize risk-adjusted returns
Learn moreMax Quadratic Utility
Maximize expected utility with risk aversion
Learn moreCritical Line Algorithm
Exact efficient frontier tracing algorithm
Learn moreRisk Parity
Equal risk contribution from each asset
Learn moreHierarchical Risk Parity
ML-based hierarchical clustering allocation
Learn moreHERC
Hierarchical Equal Risk Contribution
Learn moreHERC2
Enhanced Hierarchical Equal Risk Contribution
Learn moreNested Clustered (NCO)
Nested Clustered Optimization
Learn moreEqually Weighted
Simple 1/N allocation baseline
Learn moreMinimum CVaR
Minimize Conditional Value at Risk
Learn moreMinimum CDaR
Minimize Conditional Drawdown at Risk
Learn moreTechnical Indicator
Allocation driven by technical signals (experimental)
Learn moreDividend Optimizer
Optimize for dividend yield and growth (not yet available)
Learn more