Investment Portfolio Optimizer

Risk Profile Assessment

Answer these questions to determine your risk tolerance level.

1. What is your investment time horizon?

Less than 2 years 2-5 years 5-10 years More than 10 years

2. How would you react if your portfolio dropped 20% in a month?

Sell everything immediately Sell some investments Hold and wait Buy more at lower prices

3. What is your primary investment goal?

Preserve capital Generate income Balanced growth and income Maximize growth

4. What percentage of your income can you invest?

Less than 5% 5-10% 10-20% More than 20%

5. How experienced are you with investing?

No experience Some knowledge Intermediate Expert

Portfolio Configuration

Enter your investment amount and customize your asset allocation.

Total Investment Amount ($)

Investment Period (Years)

Asset Allocation

Adjust sliders to allocate your portfolio. Total must equal 100%.

US Stocks 40%

Expected Return: 10% | Risk: High

International Stocks 15%

Expected Return: 8% | Risk: High

Bonds 25%

Expected Return: 4% | Risk: Low

Real Estate (REITs) 10%

Expected Return: 7% | Risk: Medium

Commodities 5%

Expected Return: 5% | Risk: Medium

Cash/Money Market 5%

Expected Return: 2% | Risk: Very Low

Total Allocation: 100%

Portfolio Analysis Results

Asset Allocation

Return Estimation

Expected Annual Return -

Portfolio Volatility -

Sharpe Ratio -

Projected Value (End) -

Diversification Analysis

-

Diversification Score

Portfolio Simulation (Monte Carlo)

1,000 simulated scenarios based on historical volatility

Best Case (95th percentile) -

Expected Case (50th percentile) -

Worst Case (5th percentile) -

Year-by-Year Projection

Year	Starting Value	Expected Return	Ending Value	Total Gain

Risk Profile Assessment

Your Risk Profile: -

Portfolio Configuration

Asset Allocation

Portfolio Analysis Results

Asset Allocation

Return Estimation

Diversification Analysis

Portfolio Simulation (Monte Carlo)

Year-by-Year Projection