PORTFOLIO LAB
Design, stress-check, pair, and rebalance a long-only portfolio using adjusted daily closes.
Build the portfolio directly.
Continue editing the allocation ledger. Switching to Webull does not overwrite the manual draft or run analysis.
Portfolio weights
CSV import accepts a Symbol column plus Value or Weight. The file is parsed only in your browser; imported symbols are used for market-data requests. Style, sector, and factor are inferred automatically from each holding’s return relationship to representative ETFs.
Constraint-aware optimizer
Long-only; cash is included as a possible holding. The cap is 15% when the portfolio plus cash has enough positions; otherwise it rises only to the lowest feasible level.
Optimization and rebalancing are scenario tools, not recommendations. Results are sensitive to the window, expected returns, constraints, taxes, and trading costs.