Quick Start Guide
Get started with portfolio optimization in just a few steps.
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
Select Your Assets
Choose the assets you want to include in your optimized portfolio. The Optimize page lets you switch between two asset classes:
Equities
- Browse stocks from NSE or BSE
- Search by ticker symbol or company name
- Select at least 2 stocks (recommended: 10-30)
- Consider sector diversification
Mutual Funds
- Search the equity-only mutual fund universe sourced from MFAPI
- Filtered against AMFI categorization (no debt / hybrid / arbitrage / liquid)
- Select at least 2 schemes (recommended: 4-10)
- NAV-based history typically starts mid-2000s; see Mutual Funds (Beta)
Stocks and funds cannot be mixed in a single run.
Configure Parameters
Set up the optimization parameters for your analysis.
NSE or BSE
NIFTY 50, BSE SENSEX, NIFTY Bank, or one of the NIFTY 100 / 200 / 500 / Midcap / Smallcap indices. See Supported Benchmarks for the full catalogue and inception dates. Limited-history benchmarks surface a warning that must be acknowledged before submission.
Historical period for analysis (e.g., 5 years)
Current rate (typically 6-7% for India)
Choose Optimization Methods
Select one or more optimization methods to compare results.
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