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, or choose a Pro plan at sign-up.
- Navigate to Sign Up
- Choose your plan: Free, Pro Monthly or Pro Yearly
- Enter your name, email and a password, or continue with Google
- Verify your email address
Select Your Assets
Choose the assets you want to include in your optimized portfolio. The Optimize page lets you switch between three asset classes:
Equities
- Browse stocks from NSE or BSE
- Search by ticker symbol or company name
- Select at least 2 stocks (recommended: 10-30). The Free plan allows up to 10 per run, Pro up to 100, and Enterprise up to 150
- Consider sector diversification
- On Pro and Enterprise, you can also upload your broker holdings instead; see Optimize from Holdings
US Stocks
- Search US-listed equities on NASDAQ and NYSE by ticker or company name
- Select at least 2 stocks
- Available on the Pro and Enterprise plans; see US Stocks
Mutual Funds
- Search equity-oriented open-ended schemes by scheme name or AMC
- Filtered against AMFI categorization (no debt / hybrid / arbitrage / liquid)
- Select at least 2 schemes (recommended: 4-10)
- Available on the Pro and Enterprise plans
- NAV history comes from AMFI and starts no earlier than April 2006; see Mutual Funds (Beta)
Stocks and funds cannot be mixed in a single run, and neither can Indian and US stocks.
Configure Parameters
Set up the optimization parameters for your analysis.
NSE or BSE, for Indian stocks
NIFTY 50, BSE SENSEX, NIFTY Bank, or one of the NIFTY 100 / 200 / 500 / Midcap / Smallcap indices for Indian portfolios; S&P 500, Nasdaq-100 or Russell 3000 for US portfolios. For a NIFTY benchmark you can also choose the price index (the default) or its Total Return Index, which includes dividends. See Supported Benchmarks for the full catalogue and start dates. Limited-history benchmarks surface a warning that must be acknowledged before submission.
By default, Use maximum available history is checked, and the optimizer uses the longest history that all selected assets and the benchmark share. Clear it to set a start and an end date, both inclusive. When the price store holds the assets, the form then shows one bar per asset with its stored price history, warns about an asset the run would drop, and shows a T/N reading: the years of history against the number of assets. The window cannot end after today, must start before it ends, and needs at least 150 trading days (about seven months). A rolling backtest or a Monte Carlo run on the result uses the same window.
Set automatically for Indian portfolios: the average daily Government of India 10-year yield over the run's history. For US portfolios, choose a Treasury tenor or the overnight policy rate. See Risk-Free Rates.
Choose Optimization Methods
Select one or more optimization methods to compare results. Pro and Enterprise plans can choose from all 31 methods; the Free plan includes the five marked below. Some common choices:
Submit and Review Results
Submit your optimization job and review the results.
- Click "Submit Optimization" to start the run
- A request that cannot run, such as a symbol the exchange does not list or a stock with fewer than 150 stored daily prices, is refused with the reason before it uses one of your monthly runs
- The results page opens and updates when the run completes
- Review optimal weights for each method
- Analyze performance metrics and charts
- Download results as Excel or PDF
Not investment advice. Past performance is not indicative of future results.