Hey everyone,

We are excited to announce a significant update to one of our most popular tools, the Portfolio Optimizer. This enhancement will provide you with even more insightful and practical data to help you achieve your investment goals.

What’s New?

Previously, our Portfolio Optimizer compared the optimized portfolio's results with the original portfolio as if the optimized allocation had been in place since the portfolio's inception. While this method is useful, sometimes it is more important to backtest a strategy from a specific past date and compare it to actual historical data of the original portfolio .

Starting today, you can now backtest your portfolio optimization from any specific date in the past. By entering an optimization date, our tool will calculate the optimal asset allocation as of that date. The performance charts will then display the difference between the original and optimized portfolios starting from the chosen optimization date.

This enhancement provides a clearer picture of how the optimized portfolio would have performed under various market conditions. It allows you to:

• Assess the effectiveness of the optimization strategy in historical contexts.
• Make more informed decisions based on past performance data.
• Tailor your investment strategy to better meet your future goals.

We believe this update will empower you with better tools to optimize your portfolio and achieve better outcomes. We look forward to your feedback and are committed to continuously improving our platform to serve you better.