Portfolio Optimizer Pro™ is easy to use! We made the software as powerful as possible and as easy to use as possible.

Many of our users who have never heard of portfolio optimization are up and running and developing professional quality portfolios in a matter of minutes!

Step 1: Choose your Securities

First, you select up to 25 securities you would like in your portfolio and enter the ticker symbols for those securities, along with the value of your portfolio and the date as of which you would like to do the analysis. As you type, the software will advise you if data for that security are available for analysis.

Step 2: Generate Workbook

Then you click the “Generate Portfolio Workbook” button to build the portfolio.

Step 3: Select your Risk or Return Level

You enter either the return you would like or the risk level you would like.

Step 4: Create Efficient Portfolio

Click the “Create Efficient Portfolio” button. The allocation for that portfolio will appear on the Summary tab.

Step 5 (Optional): Create Efficient Frontier Graph

You are done! 

(The “Using Portfolio Optimizer Pro™” window on the Summary tab lists these steps.)