Explore Portfolio Creation

  1. Select assets by either
    • entering a Stock or ETF ticker (see FAANG)
    • embedding portfolios in other portfolios (see Risk Parity)
  2. Configure a policy. You can select one of our algorithmic policies.
    • Equal Weight
    • Equal Risk Contribution
    • Inverse Volatility Weight
    • Inverse Variance Weight
    • Volatility Weight
    • ... and more
  3. Run a backtest with rebalancing and policy updates.
  4. Calculate the number of shares needed to rebalance.

You can also share your own or view other people's portfolios below.


In order to save portfolios and use some other features you need to have an account. To make the account stuff work we need to use a cookie. Check out the User Privacy section of the documentation to learn more.

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Recently Created or Updated Portfolios

The following portfolios have been recently changed or modified by PortfolioTree users.
Click the "+" icon in the header to create your own portfolio model.

Latest Website Changes

See full notes

December 28, 2022 0.165.0
  • Terms of use are added to the documentation page.
  • The cookie policy has been updated.
  • The Portfolio editor page is split into more focused pages for asset selection, policy configuration, and running back-tests.
  • Portfolio charts are interactive.
  • The index page shows recently updated portfolios instead of all the portfolios.
  • The profile page shows portfolios as a table with some metadata.
  • Work-in-progress portfolio specification changes are more persistent and are not dropped between page loads.
  • Portfolios now require a benchmark to be set (those without it set have been updated to use "SPY").