Platform that helps investors analyze, backtest, and optimize portfolios with powerful risk, performance, and asset allocation tools
PortfoliosLab is a comprehensive platform designed to help investors make smarter, data-driven decisions about their portfolios. Whether you're a retail investor, financial advisor, or simply someone passionate about markets, the platform provides the tools to analyze, backtest, and optimize portfolios with ease.
At its core, PortfoliosLab offers powerful performance tracking—including returns, volatility, Sharpe ratio, and drawdowns—so you can clearly see how your portfolio stacks up against benchmarks like the S&P 500. You can dive deep into risk analysis, exploring asset correlations, factor exposures, and stress testing to understand how your portfolio might behave in different market conditions.
One of the standout features is portfolio optimization. With methods such as mean-variance optimization, risk parity, and hierarchical risk parity, you can fine-tune allocations to balance growth and downside risk. The platform also includes ETF and stock screeners, making it easier to discover assets that fit your strategy.
In addition, PortfoliosLab supports backtesting, allowing you to simulate portfolio performance across historical market cycles. This helps investors validate strategies and gain confidence before committing real capital.
Whether you're interested in building a simple lazy portfolio, evaluating complex multi-asset strategies, or comparing funds side by side, PortfoliosLab delivers clear, actionable insights in a clean, user-friendly interface.