Introducing The Portfolio Screener

Published on Aug 12, 2024

As part of our ongoing efforts to make investing more accessible to more people, we are introducing the Portfolio Screener – an easier way for investors to find a portfolio that suits their needs.

Investors interested in building an optimal portfolio can browse dozens of pre-built portfolios, both stock-based and ETF-based, with various degree of risk and return.

The Portfolio Screener is part of Finzig's broader efforts to help more people invest with confidence at times when the market can be quite volatile and unpredictable, prompting them to sell their investments when they should be holding, or even worse, preventing them from investing in the stock market altogether.

Portfolio Screener

Prospective investors can visit finzig.com/portfolios to discover a wide range of investment portfolios. This new page provides prospective investors who wish to find an optimal portfolio with information and tools, including:

  • Browse pre-built portfolios – Prospective investors can explore a variety of portfolios of different risk levels and returns. They can browse portfolios, view their historical performance, and learn more about the underlying assets.

  • Filter and sort portfolios – Prospective investors can use the filtering and sorting functionalities to find the right portfolio for their needs. They can filter portfolios by various quantitative metrics such as the Sharpe Ratio for a risk-adjusted return, the Maximum Drawdown for measuring the largest downturns, and much more, as well as sort them by performance, risk, and other criteria. The screener offers over 60 different metrics to filter and sort portfolios.

  • Compare portfolios – Prospective investors can compare multiple portfolios side by side to see how they stack up against each other. They can compare using the same metrics used for filtering and sorting.

We believe that the Portfolio Screener will help investors make more informed decisions about their investments and help them optimize their portfolio that aligns with their financial goals and risk tolerance.

In the coming months, we will progessively be adding more portfolios and filters to the Portfolio Screener. To start using the Portfolio Screener, visit finzig.com/portfolios.