Portfolio Optimization and Rebalancing


Is any effort underway to build in portfolio optimization and balancing tools? While your platform provides a wealth of information and advice about individual stocks and fund - EXCELLENT - I don't see any functions that would help me manage the sizing of positions within my portfolios. Potential models would include the tools from Portfolio Visualizer or Macroaxis. Visualizer does a more comprehensive job as you can opt for data as far back as the '80's but Macroaxis allows for differing balancing solutions based on time horizons and risk settings but only goes back two years maximum for historical data. Visualizer seems to have more tools but Macroaxis integrate stock recommendations, so they are complementary. Consider taking both as a potential great addition to the tools you have already.