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Portfolio Management Tool

Portfolio Builder

Build and analyze ETF portfolios by defining your own allocations.

The Portfolio Builder gives you full control over ETF selection and weights, allowing you to analyze portfolio performance across different time horizons using professional-grade risk and return analytics.

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How It Works

Follow these simple steps to build and analyze your custom ETF portfolio

Step 1

Select ETFs

Choose ETFs either by searching directly or by using the ETF Screener to explore and filter available funds.

Explore ETFs Screener
Search ETFs by name, ticker, or category...
SPY - S&P 500 ETF Trust
QQQ - Invesco QQQ Trust
VTI - Vanguard Total Stock
Step 2

Enter Investment Details

Set your initial investment amount and define how much capital you want to allocate to each ETF by assigning portfolio weights.

$10,000
SPY - S&P 500 ETF Trust
40 %
QQQ - Invesco QQQ Trust
35 %
VTI - Vanguard Total Stock
25 %
Step 3

Select Performance Tracker

Choose between manual portfolio analysis or automated optimization to analyze your portfolio.

Performance Tracker Manual portfolio analysis
Optimizer Engine Quantitative portfolio optimization
Step 4

Adjust Time Range

Customize the time period to evaluate short-term or long-term portfolio behavior.

Jan 1, 2020
Jan 5, 2026

Portfolio Insights You Receive

Get comprehensive analytics to understand your portfolio's performance and risk profile

Portfolio Allocation Overview

  • Visual breakdown of asset weights
  • Sector and geographic distribution
  • Asset class weights and diversification

Returns Analysis

  • Cumulative returns over time
  • Rolling returns analysis
  • Periodical returns breakdown

Performance & Drawdown Charts

  • Interactive performance charts
  • Maximum drawdown visualization
  • Volatility comparison chart

Risk Metrics

  • Portfolio volatility
  • Maximum drawdown percentage
  • Value at Risk (VaR) and other measures

Performance Ratios

  • Sharpe Ratio (risk-adjusted returns)
  • Sortino Ratio (downside risk)
  • Calmar Ratio and other ratios

Benchmark Comparison

  • Compare against benchmark ETFs
  • Custom benchmark selection
  • Relative performance tracking

Why Use Portfolio Builder?

Take control of your investment strategy with professional-grade tools designed for both beginners and experienced investors.

  • Full control over ETF selection and weights
  • Transparent performance evaluation
  • Flexible time-range analysis
  • Clear comparison against benchmarks
  • Ideal for learning and strategy testing
Average Return +12.4%
Risk Score Moderate
Sharpe Ratio 1.85

Ready to Build Your Portfolio?

Start analyzing your investment strategy with professional-grade tools

Go to Portfolio Builder View Pricing Plans
Upgrade to unlock advanced analytics and portfolio limits.
Wealthium AI
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