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.

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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").