AI-powered portfolio optimization
Build better portfolios.
Improve risk-adjusted decisions.
Analyze your portfolio, compare it with the right benchmark, and discover better allocations with professional quantitative tools.
- Compare with the right benchmark automatically
- Optimize your allocation in seconds
- Advanced risk & performance analytics
- Find the most efficient portfolios
No credit card required
Sample portfolio vs benchmark
1M6MYTD1Y3Y5Y10YMAX
+169%Illustrative difference
How it works
From your portfolio to better results in 3 simple steps
Build your portfolio
Add your assets and set your allocation manually.
Analyze & compare
We calculate all key metrics and compare with the right benchmark.
Improve & optimize
Discover better allocations and unlock optimal portfolios.
1. Your portfolio analysis
FREEJohn's Tech Portfolio vs Nasdaq-100
- CAGR
- 12.68%
- Max Drawdown
- -28.34%
- Sharpe Ratio
- 1.34
- Return / DD
- 1.82
2. Improve allocation
FREEWe found a better allocation for you.
Your portfolio1.34
Improved preview1.68+25.4%
Better optimized portfolios exist. Unlock the optimal allocation with Pro.
3. Optimal portfolios
PROOur portfolio engine searched thousands of combinations.
| Portfolio | 2.18 | 17.82% |
| Portfolio | 2.07 | 16.45% |
| Portfolio | 1.98 | 15.93% |
| Portfolio | 1.92 | 15.21% |
See the efficient frontier and where you stand
Explore thousands of portfolios and find the optimal balance between risk and return.
The optimal portfolio is waiting for you
Pro users get access to the best portfolios found by the optimization engine.
Pricing
Choose the level that fits your research
Free
€0
For manual portfolio analysis.
- Manual portfolio analysis
- Portfolio metrics
- Benchmark comparison
- Limited optimizer preview
ProPopular
€49
Temporarily free during launch
one-time. For investors who want optimization credits.
- 10 Security Selection credits
- 20 Asset Allocation credits
- Save optimized portfolios
- Credits do not expire
Premium
€199
Temporarily free during launch
/month. For unlimited optimization.
- Unlimited Security Selection
- Unlimited Asset Allocation
- Priority optimization engine
- Best for active portfolio research
FAQ
Frequently asked questions
Answers about portfolio analysis, optimization and data coverage.
Start by adding the assets and weights of your current portfolio. Then run the analysis to review returns, drawdown, volatility, Sharpe ratio, benchmark comparison, monthly returns and portfolio composition. If you want to improve the portfolio, use the optimizer or the Asset Allocation tool.
First analyze your current portfolio. Then compare it with a relevant benchmark and review the main risks. The optimizer searches for stronger combinations of assets, while Asset Allocation keeps your selected assets and searches for better weights. The goal is to improve risk-adjusted performance, not to guarantee future returns.
Security Selection searches for different asset combinations. Asset Allocation keeps the same assets you selected and searches for better weights. Pro users have separate credits for each tool. Premium users have unlimited access.
The platform depends on external market data sources and on the assets currently loaded into the database. Some securities may not be available yet, may not have enough price history, or may not be supported by the current data source. More assets can be added over time.
The optimizer requires enough price history for the selected period. If an asset started trading later or does not have enough data, it may be excluded so that all generated portfolios are comparable over the same time range.
For manual portfolios, the analysis starts at the first common date where all selected assets have enough price history. If one asset has a shorter history, the effective start date may be later than the requested start date. A warning is shown when this happens.
Current month data may not be complete yet. To avoid incomplete monthly returns, the platform uses the previous completed month as the latest recommended End month.
Returns are shown in the selected base currency when FX data is available. Currency conversion is estimated using available FX rates and does not include real trading costs, spreads, taxes or broker conversion fees.
No. cloudportfolios.com is provided for analysis and educational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell securities.
Free users can analyze manual portfolios and preview the optimizer. The strongest optimized portfolios are locked because full optimization results, portfolio weights and PDF exports are Pro and Premium features.
PDF export is available for Pro and Premium users. The report includes portfolio metrics, benchmark comparison, performance charts, monthly returns, composition, exposures and methodology notes.
Yes. This section will grow over time as new tools, data sources and user questions are added.
Contact
Contact
Questions, feedback or data requests? Send us a message.
My account
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Login / Create account
Log in to view saved portfolios, credits and account details.
Logged in
Welcome, User
Your account information and saved portfolios are shown below.
Plan & credits
Saved portfolios
0 savedSaved portfolios are stored in SQL and linked to the logged-in user account.
| # | Name | Assets | Return | Drawdown | Sharpe | Saved at |
|---|
Manual portfolio
Add assets and weights. Manual portfolios do not apply optimization constraints.
| Code | Name | Sector | Currency | Weight |
|---|
PDF export is currently free for Pro and Premium users during the launch period.
Performance & monthly returns
WaitingMetrics
Monthly return table
Last 4 years
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | Benchmark |
|---|
Portfolio composition
Assets
Portfolio assets
Pro / Premium
Improve this allocation
Use the same selected assets and let the optimization engine search for stronger weights under your constraints.
Consumes Asset Allocation credits for Pro. Premium is unlimited.Sector
Region
Currency
Correlation matrix
Monthly returnsOptimization results
Waiting| Ranking | Assets | Objective | Return | Drawdown | Volatility | Sharpe |
|---|
Assets
| Code | Name | Sector | Currency | Country |
|---|