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How to Use the Portfolio Optimizer to Adjust for Risk Tolerance

You can adjust the overall risk of your portfolio to see how different risk tolerance levels can impact long-term performance, helping you find the right balance between potential returns and market volatility.

 

How to Build this Optimizer:

  1. Add in your portfolio
  2. Select the pencil icon to the right of the portfolio name. Here you can make adjustments to the weights of each holding - applying minimum and maximum weights.
  3. Select your Start and End Date
  4. Choose one of the four strategies
  5. Click Calculate
  6. A Efficient Frontier chart will load with the original portfolio, the optimized portfolio and all the possible optimized portfolio options. You can toggle to Table to view this in a table format. If you click on a new pin point on the chart, the holding weights will update.
  7. Once your happy with your optimized portfolio, select Export as Model Portfolio at the top right of the screen. This will bring you to the portfolio editor where you'll be able to create a portfolio with your new holding weights.