Portfolio Monkey makes it easy to optimize your portfolio and find new investment ideas.

How it works

1. Tell us what you own

Simply enter your portfolio (ticker symbols and number of shares).

You can also import it from a file or use a sample portfolio if you just want to try it out.

2. Find out how much your portfolio should earn.

Are you taking on too much risk or perhaps not enough?

We’ll give you insight into how much your portfolio should earn and how much you can expect to lose.

3. We’ll optimize it for you!

Get the most out of your portfolio. We’ll tell you how to optimize your portfolio’s risk-adjusted expected return and how much more you can expect to gain as a result!

4. We’ll even suggest stocks customized to your portfolio

We help you find smarter investment ideas - we search through the universe of stocks, ETF’s, and index funds for uncorrelated stocks that will maximize your portfolio’s return while reducing risk.

5. The rest is up to you!

Play around with different 'what-if' scenarios.

Compare the impact of buying or selling different stocks on your portfolio.

Use Portfolio Monkey whenever you need to make an investment decision.