Portfolio Optimization Engine

Mean-variance optimization with Markowitz framework and multi-objective analysis

Feature #29

Expected Return

22.8%

+3.6% improvement

Portfolio Risk

46.5

-11.8 reduction

Sharpe Ratio

2.15

+32.7% better

Net Benefit

$1,395.7

Annual expected gain

Optimization Objectives

Multi-objective portfolio optimization results

Expected Return
Weight: 35%
+18.8% improvement
Current
19.20
Optimal
22.80
Risk Minimization
Weight: 30%
+20.2% improvement
Current
58.30
Optimal
46.50
Sharpe Ratio
Weight: 25%
+32.7% improvement
Current
1.62
Optimal
2.15
Diversification
Weight: 10%
+25.0% improvement
Current
0.68
Optimal
0.85