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Optimize Your Portfolio Intelligently

This tool helps you analyze and optimize your stock portfolio using AI-powered insights. Enter your stock tickers to calculate optimal weights that aim to maximize the Sharpe Ratio and compare your portfolio’s P/E ratio with the market.

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How It Works

Follow these simple steps to understand your portfolio better and learn about portfolio optimization metrics.

1

Add Your Stocks

Type your stock tickers (e.g. RELIANCE.NS, TCS.NS) and select from suggestions or press Add Stock.

2

Analyze Metrics

View Sharpe and P/E ratios to understand the balance between returns and volatility.

3

Get Optimal Weights

See the ideal allocation percentages for each stock to achieve a better risk-adjusted return.

Disclaimer: This tool is for educational and informational purposes only. It does not constitute investment advice. Always consult a licensed financial advisor.

Sharpe Ratio

0.0
<1 Poor  |   1–2 Fair  |   >3 Excellent

P/E Ratio

35%
45%
Portfolio PEMarket PE

Quick Summary

No stocks added yet. Add tickers to see recommendations and a demo allocation.

Optimal Weights

AI Insight: Keep sector diversification to reduce tail-risk. Use rebalancing to realize gains while controlling volatility.

Pro Tip: Sharpe is sensitive to lookback period — use multiple horizons (1m, 3m, 1y) for robust decisions.

Risk Note: Past returns do not guarantee future performance. Consider drawdown limits in your allocation strategy.

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