OptimalPortfolio helps ambitious investors manage risk and boost long-term returns through smart, automatic rebalancing alerts. No finance degree required.
Your portfolio doesn't stay put. Over time, market movements shift your allocation — and that drift can quietly undermine your goals.
When one asset outperforms the rest, it takes up a larger share of your portfolio than you intended. This overexposure can leave you more vulnerable when the market corrects.
Rebalancing trims assets that have grown large and reinvests into those that have lagged. This systematically locks in profits and keeps your strategy on track.
Portfolios rebalanced regularly can achieve better risk-adjusted returns over the long run — more reward for the same amount of risk.
Rebalancing enforces a "buy low, sell high" discipline — automatically. It removes emotion from the equation and keeps you investing according to your plan.
Three simple steps to a smarter, more balanced portfolio.
Pick from popular pre-built strategies like All Seasons, Golden Butterfly, Classic 60/40, or Permanent Portfolio — or define your own custom allocation. Set a rebalancing threshold so you decide when it's time to act (e.g., when any asset drifts more than 5% from target).
Enter your holdings — stocks, bonds, commodities, and cash equivalents. Simply add ISINs along with their current values. OptimalPortfolio maps everything to your target allocation and tracks it over time.
Monitor your portfolio performance over time and let OptimalPortfolio do the watching. When your allocation drifts past your threshold, you'll get a notification with clear rebalancing instructions — no guesswork, no stress.
Made with in Switzerland.
