We're happy to announce a major enhancement to PortfoliosLab screeners: the launch of configurable data grids. Now, every screener is fully customizable to meet your specific needs. Whether you're working with mutual funds, ETFs, or stocks, you have the flexibility to tailor the view exactly to your requirements.

You can choose from over 60 columns for funds and ETFs, and more than 220 columns for stocks. This ensures you have all the data you need right at your fingertips.

This update marks part one of a complete overhaul of the screening experience. We're in the process of completely reworking the UI and will be introducing additional filtering options in our upcoming releases. Stay tuned for more updates!

The PortfoliosLab Trends Portfolio has been rebalanced today. Every three months, we analyze all user portfolios on PortfoliosLab, select the top 10 symbols that make up those portfolios, and weigh them by popularity.

In this update, the Invesco QQQ ETF has been newly added with a weight of 7.33%. The Schwab US Dividend Equity ETF has been removed; it previously held a weight of 6.95%.

Other noteworthy changes include a drop in the Vanguard Total Stock Market ETF popularity from 11.35% to 10.62% and a rise in the iShares Core S&P Mid-Cap ETF from 11.87% to 12.42%. But overall, the portfolio remains stable, with other changes in it being relatively minor.

Previous allocation

New allocation

The portfolio remains heavily weighted in technology, with symbols like AAPL, MSFT, and NVDA, which suggests a generally bullish sentiment on the tech sector. The addition of QQQ, which tracks the NASDAQ-100 Index, further reinforces this focus. The removal of SCHD could signal a shift away from dividend-yielding stocks towards growth or sector-specific assets.

Stay tuned for our next rebalancing update in three months to see how market trends continue to influence this unique portfolio.

We are excited to announce the latest addition to our suite of portfolio optimization tools — the Hierarchical Risk Parity (HRP) Portfolio Optimizer. This new feature complements our existing range of portfolio optimizers, offering you a more diverse set of options to fine-tune your investment strategy.

Based on advanced graph theory and machine learning algorithms, the HRP approach provides a sophisticated method for asset allocation. It leverages the hierarchical clustering of assets, based on their risk characteristics, to create a portfolio that maximizes diversification. In many cases, the HRP method has been shown to produce more robust outcomes compared to traditional risk parity portfolios.

Explore this advanced tool today!

We've implemented a helpful UX improvement that many of our users have suggested. In the portfolio editor view, we now display the date of the earliest price data available for each position in your portfolio. This allows you to quickly identify which tickers have a shorter price history, ensuring a more seamless experience experimenting with different portfolio stocks and ETFs.

We value user feedback and continue to work towards making our platform more efficient and user-friendly. Feel free to share more suggestions!

Hello, PortfoliosLab community!

We're excited to unveil our new Discussions feature. This platform replaces our Telegram and Discord channels, bringing all community interactions under one roof.

Categories to Explore:

• Announcements: Latest from PortfoliosLab.
• Finance: Dive into financial topics.
• General: Off-topic chats and more.
• Help: Get answers from the community.
• Ideas: Share feedback and suggestions.

Why Switch? Centralizing discussions enhances user experience and fosters better engagement. Plus, with our dedicated moderation, we ensure a respectful and insightful dialogue.

Jump In!