An investment portfolio toolkit

PortfolioTree creates modern, fresh analytics that are customized to your portfolio.

• Build

  • Add assets like ETFs, Mutual Funds, or Stocks
  • Embed portfolios in other portfolios as if they are assets
  • Use one of 6 different algorithmic policies such as equal risk contribution, inverse variance, and more
  • Customize policy settings like look-back period and rebalancing frequency

• Analyze

  • Backtest portfolios with daily quote data
  • View returns, historical risk, correlation, risk contribution of each asset
  • Compare returns, risk, and tracking error of your portfolio versus a benchmark
  • See how asset weights have changed over history
  • Evaluate the risk and return of each asset versus the portfolio and see other possible outcomes from different weighting choices
  • Analyze exposures to customizable factors and compare factor return attribution of portfolio to benchmark

• Implement

  • Quickly calculate how many shares of each asset to buy/sell to implement a favorite portfolio