Essentials

Define the fundamental characteristics of your portfolio. Set the base currency for all calculations and select a benchmark to compare performance and define relative constraints against.

Universe screening 950 stocks 26 countries 19.93 bn avr. market cap USD Clear all filters

Screens and filters to determine the eligible list of stocks. The AI engine and optimizer may only select from this opportunity set. Eligibility does not necessarily mean a given stock must be held. Stocks must pass all screening criteria in order to be eligible. Screens are separated into categories for ease of use; it is not required to have screen(s) in every category.

Investment goals Clear all goals

Investment goals and objectives. Multiple goals are permitted though users should take care in specifying the relative trade-offs between the various goals, which needs to be done in the YAML editor. This corresponds to the objective function in the portfolio optimization.

Portfolio construction rules Clear all rules

Rules represent various portfolio construction business logic, limits, or targets. Rules are separated into categories for ease of use; it is not required to have rules in every category. These ultimately correspond to constraints in the portfolio optimization.