Smart Stock Indices

📊 Companies Database

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🧙‍♂️ Strategy Optimizer

Answer a few questions and let our mathematical optimizer generate weights for you. Uses convex optimization to maximize diversification while satisfying your constraints.

What's your investment philosophy?

📈 Focus on Growth
Prioritize revenue & earnings growth 💰 Focus on Value
Prioritize low P/E, P/B ratios 🛡️ Avoid High Debt
Minimize debt-heavy companies

Category Minimums (Optional)

Set minimum weights for category groups. Leave at 0 if you have no preference.

Growth Criteria Minimum: 0%

Value/Pricing Criteria Minimum: 0%

Efficiency Criteria Minimum: 0%

Debt Criteria Minimum: 0%

🎯 Compare Preset Strategies

Test 6 common investment strategies (Equal, Growth, Value, Quality, Balanced, Dividend) and see which performed best historically.

⏱️ Takes ~30 seconds to run 6 backtests. Less overfitting risk than full optimization.

Start Date:

End Date:

🎯 Create New Strategy

Strategy Name:

Description:

Portfolio Size:

Investment Criteria Weights (must sum to 1.0):

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Total Weight: 0.00

📋 My Strategies

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💼 Generate Portfolio

Select Strategy:

Portfolio Type:

📈 Generated Portfolios

Select a strategy and generate a portfolio to see results here.

🔬 Run Backtest

Select Strategy:

Start Date:

End Date:

Initial Investment ($):

📊 Backtest Results

Run a backtest to see results here.

⚙️ Data Management

Manage stock data updates, view scheduler status, and monitor system health.

📥 Update Stock Data

Fetch latest financial data from Yahoo Finance for all companies.

💚 System Health

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⏰ Scheduler Status

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🔄 Update Single Company

Update data for a specific company by ticker symbol.

📋 Recent Updates Log

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📈 Smart Stock Indices