Portfolio analytics platform
Your portfolio, analyzed the way professionals do it.
Optimization, backtests, simulations, fundamentals and a round table of algorithmic analysts — all in one platform. Tools built to help you understand your investments. The decision always stays yours.
Closed beta · No card required
Efficient frontier
Risk vs. expected return across your possible portfolios.
Illustrative example of the app · numeric scales omitted: the shape shows the risk/return trade-off, not a forecast.
What you can do
Everything you need to analyze a portfolio
A complete set of quantitative tools, explained clearly — not a black box.
Portfolios & dashboard
Build or import your portfolios and keep an eye on them: value, allocation, performance and risk at a glance.
Optimization
Markowitz, Black-Litterman, CVaR, risk parity and equal-weight — with per-asset constraints and the efficient frontier.
Backtest
Test an allocation against history: equity curve, drawdown and risk metrics — same methodology as the optimizer.
Simulations
Monte Carlo projections and market scenarios to see the range of possible outcomes — not a single number.
Fundamentals
Multiples, profitability, DCF and reverse-DCF, technical indicators: each holding’s fundamentals, explained.
Analyst round table
Six schools of thought (value, quality, quant, risk parity, contrarian, macro) read your portfolio through their lens. An impartial reading, never an order.
Goals
Plan a financial goal and check, via simulation, how realistic it is and what drives it.
Factor analysis
Fama-French regression (FF3/FF5/FF6) to see which risk factors your portfolio is really exposed to.
PDF reports
Export a professional report with charts, tables and disclaimer — ready to archive or share.
Multi-currency
Pick your reporting currency, with real historical FX: consistent P&L and metrics even across different currencies.
How it works
From data to understanding in three steps
- 1
Create or import your portfolio
Add holdings by hand or import from your broker via CSV/Excel. Multi-currency, with real prices and fundamentals.
- 2
Run analyses and simulations
Optimize, backtest against history, simulate market scenarios and read fundamentals, position by position.
- 3
Understand — and decide
Get clear readings and export professional reports. No personalized advice: the final word is always yours.
Why Opthest
Quantitative rigor, honest framing
Real market data
Prices and fundamentals from professional providers (EODHD), across stocks and ETFs on the world’s main markets.
Transparent methodology
Well-known models (Markowitz, Black-Litterman, CVaR, risk parity, Fama-French factors) applied consistently and documented.
Educational, not advice
Opthest never tells you what to buy or sell and places no orders. It gives you tools to understand; you decide.
Your data, protected
GDPR-compliant: export or delete your data anytime. No selling to third parties.
Plans
The tracker is free. Grow when you need to
The complete portfolio tracker is free for everyone. Advanced analytics unlock as you move up.
Free
The complete tracker
- 3 portfolios, broker import
- Multi-currency dashboard and P&L
- Basic optimization and backtest
Pro
PopularAdvanced analytics
- All optimization methods
- Analyst round table and factor analysis
- Goal planning
Quant
Maximum power
- Analyst consensus
- PDF export, MCP and CLI
- Expanded usage quotas
Questions?
Frequently asked questions
The quick answers. For everything else, there’s the help center inside the app.
What is Opthest?
A portfolio analytics platform: optimization, backtests, simulations, fundamentals and algorithmic analysts. It’s built to help you understand your investments with quantitative tools explained clearly.
Is Opthest financial advice?
No. Opthest is an informational and educational tool. It does not provide financial advice or personalized recommendations and never tells you which instruments to buy, sell or hold. The decision is always yours.
Does Opthest place orders or trade through my broker?
No. Opthest places no orders and routes no trades. You can import your data (including from a broker), but any transaction is executed by you at your own intermediary.
What market data do you use?
Prices and fundamentals come from professional providers (EODHD), across stocks and ETFs on the world’s main markets. Historical data powers backtests, simulations and factor analysis.
Can I import my portfolio from my broker?
Yes. You can enter holdings by hand or import from CSV/Excel files, with presets for some brokers. The platform recognizes instruments and rebuilds your positions.
Is there a free plan?
Yes. The Free plan includes the complete portfolio tracker: up to 3 portfolios (30 holdings each), broker import (CSV/Excel), multi-currency dashboard and P&L, plus fundamentals and basic analysis. Advanced features unlock with Pro and Quant.
What does the optimizer do?
It computes allocations using well-known models (Markowitz, Black-Litterman, CVaR, risk parity, equal-weight), with per-asset constraints and the efficient frontier. It’s a methodological simulation, not an operational recommendation.
What is the Analyst round table?
Six characters representing different schools of thought read your portfolio through their principles. Each reading is impartial and educational, position by position: it describes what aligns and what to watch, never an action to take.
Is my data safe?
Yes. Opthest is GDPR-compliant: you can export or delete your data at any time, and we don’t sell your data to third parties.
Do I need experience to use it?
No. Every result comes with plain-language explanations. You can start with the basics and dive into advanced tools whenever you like.
Which instruments and markets does it cover?
Stocks and ETFs on the world’s main markets, in multiple currencies. We don’t handle intraday/tick data and don’t cover instruments such as complex derivatives or crypto.