Design Your Optimal Portfolio

Research-driven investment technology for investors, advisors, fiduciaries, and asset consultants. Optimize. Diversify. Succeed — The Global Portfolio Analysis Platform for Professionals combining Foresight’s independent investment research and ratings expertise with LENSELL’s advanced portfolio-analysis and optimisation.

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Comprehensive Features

Advanced Portfolio Analytics

Comprehensive analysis for cross-market portfolios supporting up to 40 investments across global markets (ASX, NYSE, NASDAQ, LSE, NSE, BSE, DFM, HKEX & Indian Mutual Funds). Calculate expected return, volatility, Alpha, Beta, Sharpe ratio, and correlation analysis with institutional-grade precision.

Trade Impact Assessment

Analyse the impact of proposed trades before execution. Understand how adding, removing, or rebalancing positions will affect your portfolio's risk-return profile, helping you make more informed trading decisions and minimise unintended consequences.

Portfolio Optimisation Service

Visualize your portfolio's risk-return position on the efficient frontier against thousands of potential combinations. Get actionable recommendations for optimal asset allocation that maximize returns while managing volatility based on Modern Portfolio Theory.

Investment Risk Mitigation

Identify concentration risks, correlation patterns, and portfolio vulnerabilities through interactive network diagrams. Gain insights into how individual securities impact total portfolio risk and implement strategies to build more resilient, diversified portfolios.

Comprehensive Features

Why Portfolio Tool

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Case Studies

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Real User Optimised Portfolio Live

Optimised Portfolio

Original Portfolio

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Why Portfolio Tool

Real-world client experiences demonstrating measurable outcomes from our partnership across diverse industries.

Professionals

Wealth managers and financial advisors using Portfolio Tool's optimisation as a service to enhance their client offering.

Platforms

Elevate your investment platform with our APIs for advanced portfolio analytics and asset allocation solutions.

Marketplace Partners

Elevate your investment platform with our APIs for advanced portfolio analytics and asset allocation solutions.

Client Success Stories

Evidence of ReAllocation Impact

Real client experiences that illustrate the quantifiable results our partnerships achieve across multiple industries.

Case Study

The Challenge

Australian Wealth Manager needed to optimize a 27-security ASX portfolio to maximize returns while managing risk during a six-month period (July 2024 - February 2025).

Our Solution

The portfolio tool's optimization engine analyzed the portfolio and calculated optimal asset weightings based on Nobel prize-winning financial theory, strategically rebalancing across all 27 securities.

Portfolio Optimization Asset Allocation Risk Management Data-Driven Strategy

The Results

The optimized portfolio delivered superior performance, growing from $100,000 to $104,743 compared to the original allocation's $102,136 over six months.

+4.65%

CAGR Improvement

8.39%

Optimized CAGR

$2,607

Additional Return

Latest Whitepaper

Explore our Latest Whitepaper

Discover why traditional MVO falls short and how Dual-Objective Optimization delivers better risk-adjusted returns, backed by real ASX test data and practical implementation guidance.

Case Study

The Challenge

Traditional Mean-Variance Optimization (MVO) — the bedrock of portfolio construction since Markowitz in 1952 — has a structural flaw: it forces investors to pre-commit to either a target risk or a target return before optimization begins. That arbitrary choice introduces bias and cannot guarantee a globally optimal outcome.

Our Solution

The Dual-Objective Optimization Approach (DOOA) solves this by simultaneously minimizing risk and maximizing return — no pre-commitment required. It maps the entire universe of possible portfolio positions visually, identifies the true global optimum, and keeps return forecasting cleanly separated from the optimization engine for full governance transparency.

Dual-Objective Optimization Efficient Frontier Governance & Auditability Factor Models

The Results

Tested on an 11-ETF ASX portfolio against MVO, DOOA delivered lower volatility, a higher Sharpe ratio, lower beta, and higher alpha — with more accurate underlying calculations. In a live test, MVO's "maximum Sharpe ratio" portfolio was shown by DOOA to not actually sit on the Efficient Frontier; DOOA found a genuinely better position with lower volatility and improved risk-adjusted returns.

10,000+

Portfolio Positions Mapped

↓ Volatility

Lower Risk vs MVO

↑ Sharpe & Alpha

Improved Risk-Adjusted Returns

Optimise up to 40 investments across ASX, NYSE, NASDAQ, LSE, NSE, BSE, DFM, HKEX & Indian Mutual Funds

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