Quick Start Guide
Get started with portfolio optimization in just a few steps.
1
Create an Account
Sign up for a free account to access the optimization platform.
- Navigate to Sign Up
- Enter your email and create a password
- Verify your email address
- Complete your profile
2
Select Your Stocks
Choose the stocks you want to include in your optimized portfolio.
- Browse stocks from NSE or BSE
- Search by ticker symbol or company name
- Select at least 2 stocks (recommended: 10-30)
- Consider sector diversification
3
Configure Parameters
Set up the optimization parameters for your analysis.
Exchange:
NSE or BSE
Benchmark:
NIFTY 50, SENSEX, or other index
Date Range:
Historical period for analysis (e.g., 5 years)
Risk-Free Rate:
Current rate (typically 6-7% for India)
4
Choose Optimization Methods
Select one or more optimization methods to compare results.
Mean-Variance
Recommended
Minimum Variance
Maximum Sharpe
Recommended
Risk Parity
Recommended
Black-Litterman
HRP
5
Submit and Review Results
Submit your optimization job and review the results.
- Click "Submit Optimization" to start the job
- Wait for the optimization to complete (typically 1-2 minutes)
- Review optimal weights for each method
- Analyze performance metrics and charts
- Download results as Excel or PDF