Tell us what’s missing
Portfolio Lab is built by one person who used to run institutional portfolios, which means the roadmap is mostly whatever users say is in the way. If a tool gives you a number you don’t trust, an asset class is absent, or something is simply broken, this is the place to say so.
A few things worth saying up front
We can’t give financial advice. Not evasion — it’s a regulatory line. Questions about how the tools work, what a number means, or where an assumption comes from are all fair game. What we can’t tell you is what you personally should hold. See the disclaimer.
Methodology questions are welcome. If you think a calculation is wrong, say so and we’ll check it. The methodology page sets out how the optimizer, the simulations and the return assumptions work.
Advisers and professionals: if you use this with clients, we’d particularly like to hear from you — what you need before it’s something you’d put in front of someone.