AI-Driven Portfolio Intelligence for Modern Investors

Transform your investment approach with AI-powered tools that combine risk parity optimization and quantitative factor analysis—professional-grade portfolio construction made accessible.

Quantitative Factor Portfolio Toolbox

Professional suite for systematic factor portfolio construction, factor tilting, and sector analysis -- featuring Al-powered diagnostics and advanced stock screening

Portfolio Builder

Construct factor-tilted portfolios with sophisticated weighting schemes

Portfolio Diagnosis

Deep factor exposure analysis and portfolio decomposition

Multi-factor Screener

Advanced screening with composite ranking and factor layering

$19 first month

then $49 billed monthly

Subscribe to Portfolio Toolbox

*US stock market data only

Desktop-Optimized Application For optimal performance, please use a desktop or laptop computer.

Simplified Portfolio Building with InvestGPT

Building portfolios is as easy as chatting! Just like in investGPT, simply input your stock or ETF symbols and let us handle the complexity. No need to understand the intricacies of systematic factor investing - we'll optimize your portfolio automatically.

Going beyond basic market-cap weighting, we'll automatically:

Balance risk across your investments like the pros
Optimize for better risk-adjusted returns
Build a portfolio inspired by Bridgewater's proven strategy

Upgrade to Pro for simplified portfolio building—up to 50 builds per month and 30 stocks or ETFs per portfolio. Ideal for quick setups, with advanced tools available in the full Portfolio Toolbox.

Sample Portfolios

Build me a portfolio of MSFT, AMZN, AAPL, NFLX Portfolio of SPY, QQQ, BND Build an optimal portfolio of SPY, IWM, GOLD Build portfolio with Magnificent Seven Use TGT, MO, JPM, BA, VZ to build a portfolio Build a multi-asset portfolio with SPY, AGG, GLD, VNQ

Ready for more? Subscribe to Portfolio Toolbox for unlimited access to our complete systematic factor investing suite.

What Portfolio Toolbox Offers

Helping Investors Build Smarter Stock Portfolios with Easy-to-Use Factor Investing Tools

Portfolio Builder

Construction from scratch

Build and analyze your customizable factor tilting portfolio from multiple stock universes and sectors.

Provide insights on factor loading of Quality, Value, Momentum, Growth & Low Volatility, sector exposure and portfolio return/risk statistics.

Portfolio Diagnosis

Existing portfolio analysis

Upload holdings or manually input stock list with choices of popular weighting scheme.

Insights on factor loading analysis, sector exposure, and detailed sub-factor level statistics.

Multi-factor Screener

Idea exploration

Stock pool selection based on 5 major factors, 60+ sub factors or a combination.

Stock ranking by factor scores, monthly return, annual volatility, market cap, sector and price.

Individual stock factor loading and interactive historical return chart.

FAQ

1. What is Portfolio Toolbox?

Portfolio Toolbox is an AI-driven suite of tools for portfolio construction, factor analysis, and systematic investing on stocks. It includes a Portfolio Builder, Portfolio Diagnosis, and a Multi-factor Screener.

2. Who is this product designed for?

Portfolio Toolbox is designed for modern investors who want to leverage professional-grade tools for building and managing factor-based stock portfolios with out needing in-depth technical knowledge.

3. What can I do with the Portfolio Builder?

You can construct factor-tilted portfolios with advanced weighting schemes and receive insights on Quality, Value, Momentum, Growth, Low Volatility, and sector exposures.

4. What is the Portfolio Diagnosis feature?

This feature allows you to analyze existing stock portfolios by uploading your holdings or manually inputting stock lists. It provides insights on stock factor loadings, sector exposure, and risk-return statistics. It currently supports only US-listed stocks. Additional markets will be added in the future, and we encourage you to share which markets you’d like to see included

5. Can I analyze ETFs and mutual funds with this tool?

The Portfolio Toolbox primarily focuses on stocks. However, with InvestGPT Pro, you can input both stock and ETF tickers from the US markets to build portfolios similar to the examples in Sample Portfolios:

6. What do I get with the portfolio building feature in InvestGPT Pro?

The portfolio building feature in the Pro subscription offers a simplified version of the Portfolio Toolbox. With this feature, you can effortlessly build portfolios by simply entering the tickers you want to include. It supports up to 50 portfolio builds per month and allows for up to 30 stocks or ETFs per portfolio. In contrast, the Portfolio Toolbox is designed for users who require a more advanced approach to factor investing, offering professional-grade tools for customized portfolio construction and detailed diagnostics.

7. Do I need to understand factor investing to use the Portfolio Toolbox?

Portfolio Toolbox is designed for users with more advanced needs, offering professional-grade tools ideal for those familiar with factor investing or multi-factor analysis. It is also suitable for users who are eager to invest time in learning about factor investing to fully leverage the capabilities of this advanced multi-factor toolbox.

8. What is Risk Parity used for in portfolio construction?

Risk Parity is a strategy used to balance risk across different assets or factors within a portfolio. Instead of allocating based purely on asset weights, Risk Parity ensures that each component contributes equally to the overall portfolio risk, leading to more stable and diversified returns. This approach is particularly beneficial in mitigating concentrated risks and improving risk-adjusted performance.

For people interested in learning more about Risk Parity:

Risk Parity Fundamentals

Introduction to Risk Parity and BudgetingSponsored

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