Build your universe
Find instruments or start with a preset. See the sectors, markets, and currencies behind your selection.
Explore UniverseUnder construction
Your next research workspace
is taking shape.
We’re building Uptimizer’s portfolio research tools. The workspace isn’t available yet. In the meantime, explore the preview to see what’s coming.
Explore the preview Back to UptimizerA clearer view.
A more considered portfolio.
Go from a list of instruments to a strategy you understand. Explore exposures, calculate weights, and put your decisions to the test.
Your instruments. Your objectives. A transparent process.
uptimizer.Interactive preview · illustrative data
Build your investment universe.
Start with a market. Make it your own.Preset universes
US equitiesSelected
Global ETFsExplore
CommoditiesExplore
Custom universe+ New
Instruments5 selected
| Symbol | Name | Sector | Currency |
|---|---|---|---|
| AAPL | AppleApple Inc | Technology | USD |
| MSFT | MicrosoftMicrosoft Corp | Technology | USD |
| NVDA | NVIDIANVIDIA Corp | Technology | USD |
| AMZN | AmazonAmazon.com Inc | Consumer cyclical | USD |
| GOOG | AlphabetAlphabet Inc | Technology | USD |
See what your instruments have in common.
Correlations, clusters, and principal componentsInstrument loading map PC1 / PC2
Choose instruments
| Instrument | Cluster | PC1 loading |
|---|---|---|
| AAPL | 1 | +0.41 |
| MSFT | 1 | +0.45 |
| NVDA | 1 | +0.38 |
| AMZN | 2 | +0.56 |
| GOOG | 3 | +0.43 |
Give your portfolio a clear objective.
Set budgets and bounds before calculating weightsPortfolio setup
Minimum variance
Minimization
Long budget1.0
Short budget0.0
Instrument bounds0–40%
Covariance estimatorLedoit–Wolf
The allocation Illustration
| Symbol | Allocation |
|---|---|
| AAPL | 24% |
| MSFT | 30% |
| NVDA | 10% |
| AMZN | 16% |
| GOOG | 20% |
A strategy deserves a fair comparison.
Walk-forward testing against equal weightsOptimized strategyEqual-weight rebalanced
Training window126 sessions
RebalancingMonthly
UniverseFixed
Compare againstEqual weights
Preview only. No live calculations.
One connected workspace, from first selection to historical testing.
Every decision,
with a little more context.
A connected process that keeps your research, assumptions, and results together.
Look beneath the symbols
Compare correlations and PCA loading profiles. Identify shared exposures before choosing candidates.
Explore AnalysisSet your priorities
Choose an objective, set position bounds, and define long and short budgets. Inspect the resulting allocation.
Explore OptimizationChallenge your strategy
Use historical walk-forward testing. Compare with equal weights and inspect what happened at each rebalance.
Explore BacktestingAn allocation is a starting point.
Understanding it is the point.
Weights alone don’t tell the whole story. Uptimizer brings the exposure, risk, and comparison behind them into view.
Compare, rather than assume
Keep an equal-weight baseline alongside your optimized portfolio.
Make the trade-offs explicit
Inspect return, volatility, drawdown, and concentration together.
Follow the decisions through time
Review changing weights, equity, and realized PnL at each rebalance.
Same universe. Different allocations.
IllustrationSymbolEqual weightsOptimized
AAPL
MSFT
NVDA
AMZN
GOOG
An optimized allocation reflects its objective and assumptions. It does not guarantee better future performance.
Built for research you can inspect.
See the underlying structure
Move between correlations, principal components, and instrument-level loadings. Explore the relationships behind a portfolio.
Keep assumptions visible
Training dates, rebalancing schedules, costs, and budgets belong alongside results. Know what your test actually measures.
Take your work with you
Copy weights into your own tools. Export reports and correlation visuals for further analysis or discussion.
Before you begin.
Is Uptimizer an automatic trading platform?
Uptimizer is a portfolio research workspace. It helps you select instruments, compare exposures, calculate allocations, and evaluate historical strategies. The workflow shown here does not place live trades.
Will optimization beat equal weights?
There is no guarantee. Optimizing an objective can improve that objective on its input data while performing worse in later periods. That is why Uptimizer keeps an equal-weight comparison in view and supports walk-forward testing.
How does walk-forward testing work?
You choose a historical range and an initial training period. The selected universe stays fixed. At each scheduled decision, the strategy calculates weights using prior observations and tests them on subsequent data.
Can I control long and short positions?
Yes. Long and short budgets, per-instrument minimum and maximum weights, and shortability assumptions control the portfolio setup. A short budget of zero means a long-only strategy.
Start with the instruments.
Stay for the insight.
Bring your next portfolio question into Uptimizer.