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.
Analyze performance, risk, diversification and benchmark-relative results in one place.
- Compare with the right benchmark automatically
- Optimize your allocation in seconds
- Advanced risk & performance analytics
- Find the most efficient portfolios
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 stronger allocations and compare optimized portfolios.
1. Your portfolio analysis
John's Tech Portfolio vs Nasdaq-100
- CAGR
- 12.68%
- Max Drawdown
- -28.34%
- Sharpe Ratio
- 1.34
- Return / DD
- 1.82
2. Improve allocation
We found a better allocation for you.
Your portfolio1.34
Improved preview1.68+25.4%
Compare your current allocation with optimized weights.
3. Optimal portfolios
Our 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.
Compare optimized portfolios
Review the strongest portfolios found by the optimization engine.
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. Both tools are available to all users.
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.
Yes. The available portfolio analysis, optimization, asset allocation and reporting tools are currently open to all users.
Yes. 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
Sign in to manage your saved analyses and portfolios. Create an account before saving portfolios.
Login / Create account
Sign in to manage your saved analyses.
Logged in
Welcome, User
Your account information and saved portfolios are shown below.
Saved portfolios
0 savedSaved portfolios are stored securely in the database and linked to the logged-in user account.
| # | Name | Assets | Return | Drawdown | Sharpe | Saved at |
|---|
| Code | Name | Sector | Currency | Weight |
|---|
Generate a professional portfolio report from the current analysis.
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
Improve this allocation
Use the same selected assets and let the optimization engine search for stronger weights under your constraints.
Uses the selected assets and technical constraints from your analysis.Sector
Region
Currency
Correlation matrix
Monthly returnsOptimization results
Waiting| Ranking | Assets | Objective | Return | Drawdown | Volatility | Sharpe |
|---|
Assets
| Code | Name | Sector | Currency | Country |
|---|