Computerized Investing > November 2010

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Our featured site for the month,, not only provides users with portfolio tracking tools, but offers simple portfolio optimization capabilities as well. The site’s home page presents some news and optimization-education articles, but the true value of this site lies in the portfolio tracker.

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James from WA posted over 7 years ago:

I just now loaded a small portfolio into the site and ran the "optimize" function. It reminded of how works (in some respects) although I like this user interface better. I particularly like how it related the recommendation to the "Efficient Frontier" although it didn't seem evident what timeframe was used to calculate the Efficient Frontier.

Sure hope you continue to find tools like these - so much better than the primitive tools Morningstar offers its premium subscribers.

Bruce Borkosky from FL posted over 6 years ago:

I tried it today 9/8/2011. The "service is unavailable".

Wayne from IL posted over 6 years ago:

I was just there, the morning of 9/9/11, and the site is up and running. Wayne A. Thorp, CFA

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