Hey Product Hunt! I'm Glenn, a CFA charterholder who's spent 25 years in institutional portfolio management. I built Portfolio Lab because the tools I use professionally — mean-variance optimization, risk parity, Black-Litterman — shouldn't cost $500/month. The math is well-established. J.P. Morgan publishes their assumptions freely. There's no reason this should be gatekept. What makes this different from other portfolio tools: Real optimization algorithms, not just pie chart builders J.P. Morgan's actual 2026 Capital Market Assumptions (the same dataset institutional allocators use) Monte Carlo simulation with configurable contributions, withdrawals, and rebalancing 23 years of backtesting with proper risk metrics (Sharpe, Sortino, Calmar, max drawdown) Full correlation matrix across 27 asset classes Everything runs in your browser. No data is sent to any server. I'd love feedback from anyone who manages their own portfolio or advises clients. What's missing? What would make this more useful?

Portfolio Lab — Free Portfolio Optimizer

Free portfolio optimizer powered by J.P. Morgan data

Free portfolio optimizer powered by J.P. Morgan data