Optimal Portfolio

Frequently asked questions

Here are some of the answers you might be looking for.

What does the portfolio optimization feature do?
Our portfolio optimization feature analyzes your investment portfolio to help you maximize returns while minimizing risk. By taking into account factors like asset performance, correlations, and your risk tolerance, the tool generates recommendations for asset allocation that aligns with your financial goals.
To request portfolio optimization, simply navigate to the "Optimize" section of the app. You will need to input or upload your current asset holdings, risk tolerance level, and financial goals. Once the data is submitted, the system will process your request and provide you with potential results.

Click here to download a Step-by-Step guide to get started
Absolutely. We use industry-standard encryption to protect your data both during transmission and when it is stored. Multi-factor authentication will shortly be implemented and other security protocols are used to ensure your sensitive financial information remains safe.
Up to companies is free. After that, $ per company per request.
You can use any of the major credit/debit card (via Tap Payments) or with your Paypal account. We don't support cryptocurrencies or invoicing at this time.
We have just announced the following subscription packages:

  • Silver (25 requests/month)
  • Gold (50 requests/month)
  • Diamond (75 requests/month)
To subscribe, please send us a message here.