Getting Started
Workflow guide for portfolio optimization
Integrated Portfolio Optimizer
Build, optimize, and stress-test institutional-grade portfolios combining liquid and private market investments.
Workflow
1
Import Data
Upload historical returns data (CSV) and configure asset correlations.
2
Optimize Liquid Portfolio
Set parameters and generate the efficient frontier using mean-variance optimization.
3
Add Private Markets
Configure private equity, private debt, real estate, and infrastructure allocations.
4
Add Direct Investments
Define operating companies, real estate holdings, private debt, and collectibles.
5
Manage Portfolios
Import from Addepar, create manual allocations, and aggregate total wealth portfolios.
6
Simulate
Run Monte Carlo simulations to project wealth outcomes over time.
7
Stress Test
Analyze portfolio behavior under historical crisis scenarios.
Quick Start
Already have data? Jump straight to portfolio optimization.