Active Portfolio
Portfolio
Update Portfolio
Portfolio Check
Parqet
| TICKER | NAME | MARKET CAP | SECTOR | INDUSTRY | REVENUE TTM | NETINCOME TTM | FCF TTM | P/E | P/S | P/B | P/FCF | EV/EBITDA | TOTAL DEBT | CASH | REVENUE YoY | NETINCOME YoY | LAST PRICE | AVG COST | UNREALIZED % | 1D | 5D | RUNRATE | RUNRATE ADJ | SHARES | NOTES |
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AI Watchlist Settings
Select a watchlist first to manage AI access.
Trading
Manage open orders and review what is driving your performance.
Risk Analysis
Scores
Portfolio Score
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A quick read on how the portfolio currently balances diversification, quality, growth, momentum, risk, and valuation.
Strongest
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Weakest
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Factor Breakdown
Portfolio Composition
Exposure View
Sector mix across current holdings
Portfolio Optimization
Simulation
Efficient Frontier Setup
Configure allocation bounds
Set lower and upper weights for each holding before generating the portfolio universe. The simulator uses a dense sample size to map the frontier with enough detail.
Simulation Scale
500.000
Min/Max Allocation (%)
Every holding gets a minimum and maximum weight constraint that the optimizer must respect.
Generate Portfolios
Efficient Frontier
Optimization Snapshot
Risk / return map
Compare your current portfolio with the constrained opportunity set and see how far the frontier can push return for each unit of risk.
The efficient frontier is the set of portfolios that aims to deliver the highest expected return for a given level of risk, or the lowest risk for a target return. More on Investopedia
Current Portfolio
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Annual return --
Lowest Frontier Risk
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Minimum volatility along the curve
Highest Frontier Return
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Top expected annual return discovered
Frontier Candidates
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Efficient portfolios on the plotted frontier
Efficient frontier
Current portfolio
Additional Metrics
Valuation to Growth
Relative Positioning
Compare how your holdings sit across valuation, growth, and current position sizing.
Portfolio Rewind 1-Yr
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Assistant
Ask our Assistant for interesting stocks
Create a tailored watchlist or discover fresh stock ideas for your investment interests.
Ask Assistant
Explore
Stock screener
Search global stocks by valuation, growth, quality metrics, and custom KPI filters before you add new ideas to a portfolio.
Open stock screener
Funds
ETF and fund screener
Compare ETFs and funds across exposures, themes, and structure when you want to build a diversified starting allocation.
Open ETF/fund screener
1
Build your portfolio
Connect Parqet or Interactive Brokers, or create a watchlist by adding stocks and ETFs manually.
2
Analyze stocks
Analyze companies manually by asking our Assistant or creating in-depth Agent analyses.
3
Automate Agents
Have Agents handle recurring tasks automatically: check portfolios, manage watchlists, or find new stock ideas.
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