Perform an analysis.

Create an insight

Benchmark your stockportfolio

Optimize risk management

Fitting optimizations

Mathematically justified

Perform a Portfolio Analysis

Enter your portfolio manually or upload a CSV/Excel file to get started.

Stock

Amount $

Drag & Drop Your Portfolio File

or click to browse

Supported formats: CSV, Excel (.xlsx, .xls) • Maximum size: 30MB
File Format Guide
Required Columns:
  • Stock/Ticker: AAPL, GOOGL, MSFT
  • Amount/Value: 5000.00, 3500.50
Supported Column Names:
Stock: stock, ticker, symbol, security
Amount: amount, value, investment, position_value
Sample Files:

Contact

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Email

support@riskoptimix.com

Response Time

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Support

Technical support and portfolio analysis questions