Portfolio Allocation Engine

Interactive Asset Analysis & Optimization

No data loaded
Assets:
Window:
Asset Explorer

Statistical overview: annualised return, volatility, Sharpe ratio, and pairwise correlations.

Assets
-
Observations
-
Date Range
-
Best Sharpe
-
Best Asset
-
Return vs. Volatility Annualised - bubble size = Sharpe
Load data to display chart
Summary Statistics
Load data
Correlation Matrix Pearson - daily log returns
Load data
Return Distribution
Load data
Cumulative Performance Growth of $1
Load data
Rolling Window:
Rolling Volatility Annualised
Load data
Rolling Sharpe Annualised · rf = 0
Load data
Rolling Pairwise Correlation vs. 
Load data
Risk Estimation Studio

Compare three covariance estimators and observe how they reshape the dependency structure.

EWMA λ: 0.94
Sample Covariance
Load data
Ledoit-Wolf Shrinkage-
Load data
EWMA-
Load data
Eigenvalue SpectrumSorted eigenvalues per estimator
Load data
Condition Numbers
Load data
Portfolio Builder

Construct optimal portfolios on the efficient frontier. Compare allocation methods.

Covariance: Risk-free rate (%): Target return (%): 15.0%
Efficient Frontier with special portfolios
Load data
Portfolio Weights - All Strategies Stacked by asset
Load data
Feasible Set — Monte Carlo N:
Load data
Portfolio Comparison
Load data