US Stocks
Optimize portfolios of US-listed equities with the same engine, methods, and analytics used for the Indian universe. US holdings are selected by setting the asset exchange to US.
Coverage
US equities are referenced by their raw ticker, with no exchange suffix (for example AAPL or MSFT, not a dotted regional symbol). Listings across the following venues are supported:
Ticker search is type-ahead and resolves against the same universe the optimizer later prices against, so any symbol the search returns is guaranteed to be optimizable.
US Benchmarks
US portfolios must use a US benchmark. Each is computed on a total-return basis (dividends reinvested) so the benchmark and the portfolio share the same return convention, keeping alpha and the information ratio unbiased.
| Benchmark | API value | History from | Notes |
|---|---|---|---|
| S&P 500 | sp500 | 1993 | Large-cap US equities. The default choice for a broad US portfolio. |
| Nasdaq-100 | nasdaq_100 | 1999 | Largest non-financial Nasdaq listings. Tilts growth and technology. |
| Russell 3000 | russell_3000 | 2000 | Broadest US coverage (roughly 98% of investable market cap). |
Risk-Free Rate
A US portfolio uses the US risk-free region with a tenor you choose (for example the overnight policy rate or a Treasury point such as 3M or 10Y). The selected rate becomes the baseline for every excess-return metric (Sharpe, Sortino, Treynor, alpha) and for the Maximum Sharpe optimization.
See Risk-Free Rates for the full list of regions and tenors.
One market per request
A single optimization stays inside one market. A US request (any holding on the US exchange) must pair with a US benchmark and the US risk-free region; you cannot mix US and Indian stocks in the same portfolio, because that would join price panels quoted in different currencies against an incoherent benchmark.
Mixing markets returns 40002 INVALID_ASSET_GROUP.
Plan access
403 us_stocks_not_allowed, which the app surfaces as an upgrade prompt.Request example
A US portfolio with a US benchmark and a US risk-free tenor:
{
"stocks": [
{ "ticker": "AAPL", "exchange": "US" },
{ "ticker": "MSFT", "exchange": "US" },
{ "ticker": "NVDA", "exchange": "US" },
{ "ticker": "JPM", "exchange": "US" }
],
"benchmark": "sp500",
"methods": ["MVO", "MinVol", "HRP"],
"risk_free": { "region": "US", "tenor": "3M" }
}