The Portfolio Optimizer suggests new weights for the holdings you already own, to raise your Portfolio Score at your risk level.
It does not add new investments, never lowers expected return, and moves at most 20% of the portfolio's value. If no better mix passes those rules, it leaves the portfolio as it is. Open on every plan.
An illustrative result for a hypothetical portfolio. Switch between the current and the optimized weights.
Illustrative Portfolio Optimizer result for a hypothetical five-holding portfolio. A switch shows the current and the optimized weights, with the Portfolio Score and expected return of each.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs from 12,000+ institutions, upload a statement, or enter holdings by hand.
The Optimizer works at your risk level, so Risk Match needs to be 8 out of 10 or more.
Open Recommendations, then Portfolio Optimizer. Lock any holding you want to keep as it is.
A before and after you can review line by line.
The Portfolio Score, its grades, expected return and dividend income, current and optimized.
Tick a holding to keep its weight. At least three holdings must stay unlocked.
Save the result as a draft portfolio to study it before you trade.
An order execution list shows the trades that would move you to the new weights.
The Optimizer only reweights what you hold. To add or replace investments, Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Add your accounts or upload a statement. The Portfolio Optimizer is open on every plan.
Get startedShort answers here, with a link to the full help center article where one exists.
A tool that reweights the holdings you already own to raise your Portfolio Score at your risk level. Read more in the Help Center →
Open Improve, then Recommendations, and choose Portfolio Optimizer. Read more in the Help Center →
No. It only changes weights. It does not add new investments, and you can lock any holding.
If the best mix it finds would lower your expected return or barely moves the score, it keeps your current weights.
Yes. It is open on every plan, including Free.
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