Hi there,

could you please add the following funds from abrdn:

* abrdn Future Real Estate UCITS ETF/IE000GGQK173
* abrdn Future Supply Chains UCITS ETF/IE000G9O8QD4
* abrdn Future Raw Materials UCITS ETF/IE000J7QYHD8

In particular, the Raw Materials ETF would be nice. There is a somewhat equivalent ETF in Portfolioslab by Global X (DMAT) but it's not the quite the same (and has more history than the abrdn funds).

Thanks as always!

abrdn Future * ETFs

Hi,

I've looked into the JPM Premium ETFs (US Equity Premium, Global Equity Premium and NASDAQ Equity Premium) recently and I think I found a bug in what data PortfoliosLab has:

* [https://portfolioslab.com/symbol/JEIP.L](https://portfolioslab.com/symbol/JEIP.L) this has the ISIN IE0000EAPBT6 which is the accumulating ETF but it looks like the data is from the distributing ETF with the ISIN IE000U5MJOZ6
* JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF (acc)/IE0000EAPBT6 seems to be missing
* JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF (EUR hedged dist)/IE0006YCYW06 seems to be missing (new ETF)
* JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF (EUR dist)/IE000RE0SQM6 seems to be missing (new ETF)
* JPMorgan ETFs (Ireland) ICAV - Nasdaq Equity Premium Income Active UCITS ETF (acc)/IE000N6I8IU2 seems to be missing
* JPMorgan ETFs (Ireland) ICAV - Nasdaq Equity Premium Income Active UCITS ETF (EUR hedged dist)/IE0006FIW9Z0 seems to be missing (new ETF)
* JPMorgan ETFs (Ireland) ICAV - Nasdaq Equity Premium Income Active UCITS ETF (EUR dist)/IE0006CJGQR9 seems to be missing (new ETF)
* JPMorgan ETFs (Ireland) ICAV - Global Equity Premium Income Active UCITS ETF (dist)/IE0003UVYC20 seems to be missing
* JPMorgan ETFs (Ireland) ICAV - Global Equity Premium Income Active UCITS ETF (acc)/IE000WX7BVB0 seems to be missing
* JPMorgan ETFs (Ireland) ICAV - Global Equity Premium Income Active UCITS ETF (EUR dist)/IE000AP27VA7 seems to be missing

Appreciate it if you could add these and correct the data of the first one.

Thanks,

Johann

JPM Premium ETFs

Hi there,

PortfoliosLab has the "[Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc](https://www.justetf.com/en/etf-profile.html?isin=IE00BJQRDN15)" ETF listed but not the Euro-hedged and the distributing versions. Can you add:

* [Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc](https://www.justetf.com/en/etf-profile.html?isin=IE00BJQRDP39): ISIN IE00BJQRDP39
* [Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist](https://www.justetf.com/en/etf-profile.html?isin=IE0008YN55P8): ISIN IE0008YN55P8

Thanks!

Johann

Invesco Quantitative Strategies++

Add LYY8, LYMZ and other UCITS leveraged ETFs

Hi,

I think PortfoliosLab is missing the EUR ETFs that hold CLOs. Here's a list from JustETF:

\* State Street Blackstone Euro AAA CLO UCITS ETF EUR Unhedged (Acc)/IE000VU9AUN9

\* UBS EUR AAA CLO UCITS ETF EUR acc/LU3028243122

\* Invesco USD AAA CLO UCITS ETF Dist/IE000PKN5N58

\* Invesco EUR AAA CLO UCITS ETF Dist/IE000U7LIXH5

\* Fair Oaks AAA CLO Fund UCITS ETF EUR Dist/LU2785470191

\* Invesco EUR AAA CLO UCITS ETF Acc/IE000Y2JPPS4

\* Invesco USD AAA CLO UCITS ETF Acc/IE0008GO35B5

\* Fair Oaks AAA CLO Fund UCITS ETF EUR Acc/LU2825556892

\* Fair Oaks AAA CLO Fund UCITS ETF USD Hedged Acc/LU3035799587

\* Janus Henderson EUR AAA CLO Active Core UCITS ETF EUR Acc./LU2941599081

\* Janus Henderson EUR AAA CLO Active Core UCITS ETF EUR Dist./LU2941599164

\* Janus Henderson USD AAA CLO Active Core UCITS ETF EUR-Hedged Acc./LU2994521073

Can you add these? I'd appreciate that.

Thanks,

Johann

Euro CLO ETFs

Most Blackrock iShares Emerging Markets (Canada) were added but not the following:

iShares MSCI Emerging Markets ex China Index ETF (XEMC.TO)

Can someone please add it?

Thanks,

B.L.

iShares MSCI Emerging Markets ex China Index ETF (XEMC.TO)

Hi guys,

can I ask to have a few stocks added?

The most important ones might be

WisdomTree Gold 3x Daily Leveraged/IE00B8HGT870 because that one has been around longer than $SHNY.

Then a few more that I would like to request:

WisdomTree EURO STOXX Banks 3x Daily Leveraged/IE00BLS09N40

WisdomTree Short USD Long EUR 5x Daily/JE00BMM1XD84

Hashdex Nasdaq Crypto Index ETP/HASH/CH1184151731/WKN A3GY1V

Hashdex Crypto Momentum Factor ETP/HAMO/ISIN CH1218734544/WKN A3G1MC

Carlyle Credit Income Fund/CCIF/US92535C1045/A3DCNT

Then, a few midstream CEFs:

ClearBridge Energy Midstream Opportunity Fund/EMO/US18469P2092

Kayne Anderson Energy Infrastructure Fund/KYN/US4866061066

Neuberger Berman Energy Infrastructure and Income Fund Inc/NML/US64129H1041

Tortoise Energy Infrastructure Corporation/TYG/US89147L8862

A few new ones by HANetf:

YieldMax® Big Tech Option Income UCITS ETF/IE000MMRLY96

YieldMax® MSTR Option Income Strategy ETC/XS3087774306

REX Crypto Equity Income &amp; Growth UCITS ETF/IE0008BA4TY1

REX Tech Innovation Premium Income UCITS ETF/IE000HF69TA9

Then, you have one IncomeShares ETP in the database, but here are all the current ones:

IncomeShares Tesla (TSLA) Options ETP/XS2852999429

IncomeShares NVIDIA (NVDA) Options ETP/XS2852999692

IncomeShares Amazon (AMZN) Options ETP/XS2901884408

IncomeShares Apple (AAPL) Options ETP/XS2901884663

IncomeShares Alphabet (GOOG) Options ETP/XS2901885041

IncomeShares Coinbase (COIN) Options ETP/XS2901886445

IncomeShares META Options ETP/XS2901885553

IncomeShares Microsoft (MSFT) Options ETP/XS2901886288

IncomeShares Nasdaq 100 Options (0DTE) ETP/XS2875105608

IncomeShares S&amp;P500 Options (0DTE) ETP/XS2875106242

IncomeShares Gold+ Yield Options ETP/XS2852999775

IncomeShares Magnificent 7 Options ETP/XS3068761710

IncomeShares 20+ Year Treasury (TLT) Options ETP/XS3068771271

IncomeShares Silver+ Yield Options ETP/XS3068774614

IncomeShares Alibaba (BABA) Options ETP/XS3068774887

IncomeShares Palantir (PLTR) Options ETP/XS3068775009

IncomeShares Microstrategy (MSTR) Options ETP/XS3068775264

IncomeShares AMD Options ETP/XS3068775694

IncomeShares Broadcom (AVGO) Options ETP/XS3068776312

Then, I know you have a few Leverage Shares ETPs but here are a few more that would be good to have. They're not all...

Leverage Shares +5x Long Nasdaq 100/XS2399364152

Leverage Shares +5x Long S&amp;P 500/XS2399364582

Leverage Shares 5x Long 20+ Year Treasury Bond/XS2595672036

Leverage Shares 5x Long 7-10 Year Treasury Bond/XS2595671814

Leverage Shares 5x Long TIPS Inflation Protected US Bond/XS2595670501

Leverage Shares 5x Long Magnificent 7/XS2779861249

Leverage Shares 4x Long Semiconductors/XS2779861082

Leverage Shares +3x Long ARK Innovation/XS2663694847

Leverage Shares +3x Long Amazon/IE00BK5BZQ82

Leverage Shares +3x Long NVIDIA/XS2820604770

Leverage Shares +3x Long Apple/IE00BK5BZS07

Leverage Shares +3x Long Salesforce.com/IE00BK5BZT14

Leverage Shares +3x Long Microsoft/IE00BK5BZV36

Leverage Shares +3x Long Netflix/XS2675739135

Leverage Shares +3x Long Alphabet/IE00BK5BZX59

Leverage Shares +3x Long Facebook/IE00BK5C1B80

Leverage Shares +3x Long Tesla/XS2757381400

Leverage Shares +3x Long PayPal/XS2757381400

Leverage Shares +3x Long Boeing/XS3060315895

Leverage Shares +3x Long Square/XS2675718139

Leverage Shares +3x Long BP/XS2297636107

Leverage Shares +3x Long Disney/XS2335553801

Leverage Shares +3x Long Airbnb/XS3060315465

Leverage Shares +3x Long Palantir/XS2663694680

Leverage Shares +3x Long JD.Com/XS2675718642

Leverage Shares +3x Long AMD/XS2337090422

Leverage Shares +3x Long Alibaba/XS2337090851

Leverage Shares +3x Long UBER/XS2337092550

Leverage Shares +3x Long Baidu/XS2757381749

Leverage Shares +3x Long Total World/XS2399364822

Leverage Shares +3x Long Taiwan Semiconductor/XS2399365043

Leverage Shares +3x Long NIO/XS2970736489

Leverage Shares +3x Long Moderna/XS3005160091

Leverage Shares +3x Long Coinbase/XS2399367254

Leverage Shares +3x Long Semiconductors/XS2399367502

Leverage Shares +3x Long Financials/XS2399369540

Leverage Shares +3x Long Gold Miners/XS2399369896

Leverage Shares +3x Long China Tech/XS2800709128

Leverage Shares +3x Long Oil &amp; Gas/XS2399370555

Leverage Shares +3x Long Gold/XS2472195101

Leverage Shares +3x Long Silver/XS2472195952

Leverage Shares +3x Long South Korea/XS2472196257

Leverage Shares +3x Long China/XS2472196414

Leverage Shares +3x Long Taiwan/XS2472196687

Leverage Shares +3x Long Japan/XS2472196844

Leverage Shares +3x Long US Tech 100/XS2472197065

Leverage Shares +3x Long US 500/XS2472197149

Leverage Shares +3x Long Germany 40/XS2472331995

Leverage Shares +3x Long Mercedes Benz/XS2472333348

Leverage Shares 3x Long Ferrari/XS2595673190

Leverage Shares 3x Long India/XS2595675302

Leverage Shares 3x Long Exxon/XS2595672549

Leverage Shares 3x UBS/XS2691035823

Leverage Shares 3x ARM/XS2691006303

Leverage Shares 3x Long Artificial Intelligence/XS2779861751

Leverage Shares 3x Long MicroStrategy/XS2901882618

Would be great if you could add these, thanks.

Johann

One or two stocks to add

Currently there's no way to distinguish "real" (i.e., liquid) ETFs from those that are basically on paper. If you could at least add AUM and/or NAV, that would be comparable to Market Cap that's available for stocks.

Average daily volume would be great for both stocks and ETFs, but I understand the challenges in getting that. AUM/NAV would be a good start.

Feature request:  AUM and/or NAV in ETF screener

Hey everyone,

A quick product update. Our team has been working tirelessly to add as many ETFs as possible for you to use in your portfolio and for analysis. This work is nearing completion, and we’re excited to share that we've added over 1,200 new ETFs to our platform in the past couple of weeks, bringing the total to nearly 3,500 US ETFs available.

We're also working on monitoring solutions that will allow us to add new tickers much faster in the future, making new funds available on our platform within weeks of their market release.

Over 1,200 new US ETFs added to the platform

We just made it easier to find better ETFs and mutual funds in the same category. Instead of opening a dozen tabs and running screeners, you can now see all the relevant alternatives ranked by the things that actually matter — like expense ratio, risk-adjusted returns, and drawdown — right on the fund's page.

### What we added

Every ETF and mutual fund on PortfoliosLab now has an **Alternatives** page. Open any fund — say, [VOO](/symbol/VOO/alternatives) — and you'll see a breakdown of similar funds from the same category, ranked by the things that actually matter when choosing between them.

<img height="412" width="696" src="https://portfolioslab.com/static/user-content/1/f0ahvv66ifgewz9r8k7e5bx6.png" />

The page is split into five sections, each answering a different question:

**Cheapest alternatives** — same category, sorted by expense ratio. If you're paying 0.50% and there's a nearly identical fund at 0.03%, you should know about it.

**Best risk-adjusted alternatives** — ranked by PortfoliosLab's combined score that accounts for volatility, drawdown, and return consistency over one year. Not just "what went up the most" but "what went up without falling off a cliff."

**Top performing (YTD)** — straightforward year-to-date returns. Useful for spotting momentum, less useful on its own.

**Lowest volatility** and **lowest drawdown** — for when your goal is sleeping through a correction, not chasing returns.

Below the ranked tables, you'll also see funds from the same issuer and a list of what other investors commonly compare with the fund you're looking at — based on real usage data, not editorial picks.



<img height="302" width="692" src="https://portfolioslab.com/static/user-content/1/q4gdr87fspmly06qqijbz9wf.png" />

The alternatives page starts from the fund you're already researching and surfaces what you'd find if you spent an hour digging through screeners — ranked, filtered to the same category, and ready to compare side by side. Each row links directly to a full head-to-head comparison if you want to go deeper.

### A few ways to use it

You hold a broad-market ETF and want to check whether a cheaper option exists in the same category. Open its alternatives page and look at the expense ratio table.

You're evaluating a fund someone recommended and want to see how it stacks up on risk. Check the risk-adjusted and drawdown tables to see where it falls relative to peers.

You want to understand what else is out there before committing to a position. Scan the full page, then compare directly with anything that catches your eye.

We just made it easier to find better ETFs and mutual funds in the same category with a dedicated alternatives comparison page.

Find Better ETFs and Mutual Funds Without the Guesswork

When you're looking at a portfolio, knowing it returned 12% last year isn't enough. You want to know how it behaves relative to the market. Was your strategy just riding the market or did it have a real edge? The block shows five metrics at a glance: Alpha, Beta, R², Upside Capture, and Downside Capture.

<img height="254" width="706" src="https://portfolioslab.com/static/user-content/1/s8z19ssdg4dcuxaedeod2m9i.png" />

To make it more useful, we also added a few insights alongside numbers. Raw numbers alone can mislead. A beta of 0.5 looks defensive, but only means something if R² is high enough. A portfolio capturing 200% of upside and 106% of downside is technically "favorable" but that's not the whole story. The block catches these cases and calls them out directly.

When R² is too low for the metrics to be meaningful, it tells you to pick a better benchmark rather than letting you draw the wrong conclusions.

Available on all portfolio pages where a benchmark is selected and in the [Portfolio Analysis tool](https://portfolioslab.com/tools/portfolio-analysis).

We added a Benchmark Metrics block to all portfolio pages and to the portfolio analysis tool results.

New Portfolio Metrics: Alpha, Beta, R², Upside and Downside Capture

Great stuff Dmitry, as you know I working a lot with PRT for the actual investing. Therefore as you wanted to you could refine the walk-forward approach by implementing anchored and non-anchored and calculating WFE. (the following is quoted from the public guide, [https://www.prorealtime.com/en/pdf/probacktest.pdf)](https://www.prorealtime.com/en/pdf/probacktest.pdf\)) 

Walk Forward analysis is an essential part of developing a trading strategy. It allows you to optimize a trading system and to validate its robustness and stability over time. First, the walk forward analysis optimizes a set of variables on an initial period called "in-sample data" or the "optimization period", then it tests the best parameters on the following period called "out of sample data" or the "test period", and repeats the process by shifting forward the time windows. This automated process can be repeated as many times as necessary. The optimization periods (in-sample) may have a single starting point (Anchored mode), or different starting points (Non-anchored mode). NON-ANCHORED MODE ANCHORED MODE By comparing the results of these 2 periods, the method allows you to: Check that the performance of the strategy on the optimization periods (in-sample data: shown in blue) are consistent with the test periods (out-of-sample data: shown in grey). This avoids the risk of "overfitting" by projecting the strategy on a period of time not used itself in the optimization. Check how the strategy behaves in changing market conditions Test the strength of the strategy on past data To determine if a strategy is robust or not, we use the WFE ratio (walk forward efficiency ratio). The walk forward efficiency ratio is a qualitative indicator of the optimization process. It compares the annualized gain of the test period to the annualized gain of the optimization period. This measure of robustness is a critical part of walk forward analysis. WFE Ratio \= Annualized gain of the test period Annualized gain of the optimization period Annualized gains are the gains realized over a given period, expressed in annual terms. They let us compare the gains of different periods on a common basis. Typically, the optimization period (in-sample/blue in the image above) represents 70% of the total analyzed period, and the test period (out of sample/grey) 30%. To measure the reliability of the analysis, the results of the two periods need to be evaluated with a common basis. Studies of this method indicate that if at least 3/5 test periods display a WFE ratio greater than 50%- 60%, the strategy can be considered to be robust. After the walk forward method, it is interesting to analyze the results of several points. It is necessary to examine the regularity of gains from post-optimization periods. If the results show that the strategy shows a risk of being over-optimized (\= the gains from test periods are much lower than those of optimization periods), the platform lets you adjust different parameters (variables, stop and target levels, trading periods) and launch a walk forward analysis again, as many times as needed, to obtain a robust strategy

How strategy backtests usually work. You input your portfolio positions and ask the optimizer to find an allocation with best performance. The optimizer then looks at the historical data, picks a few stocks that did well, drops the rest and presents you with a portfolio that would have crushed it over the last years. When comparing with the original allocation the backtest looks great. Of course it does. The optimizer already knew what happened.

This is called lookahead bias, and it makes backtests almost useless for predicting real-world performance. So we've added a way to test your portfolio strategy without it.

### What we built

In [Portfolio Optimization](/tools/portfolio-optimization), there's now a **Reoptimize Frequency** setting with three modes: Once, Quarterly, and Yearly.

Set it to Quarterly or Yearly, and the tool will re-run the optimization at the start of each period — using only the data available at that point in time — then measure how the resulting portfolio actually performed over the next period. This repeats across the entire timeline, giving you a realistic picture of how the strategy would have played out if you'd been running it live.

This is different from the **Optimization Date** setting, which works in the default "Once" mode. That one splits your data at a specific point: the optimizer trains on everything before that date, then you see how the resulting weights performed afterward. Useful, but it's still a single optimization — one set of weights tested against one future period.

Walk-forward takes it further by re-optimizing repeatedly, so every period gets weights that were calculated without any knowledge of what came next.

<img height="74" width="637" src="https://portfolioslab.com/static/user-content/1/ffzakrfu7msavorg3oe3ew43.png" />

### Why it matters

A single-point optimization tells you what worked in the past. Walk-forward optimization tells you whether your strategy is robust enough to keep working as the market changes.

If the out-of-sample results hold up across multiple rebalancing periods — through rate hikes, drawdowns, recoveries — you have something. If they fall apart, better to know that here than after you've deployed capital.

<img height="402" width="637" src="https://portfolioslab.com/static/user-content/1/ryec7uikdlm7acfynu12vmvd.png" />

*Harry Browne's Permanent Portfolio with a periodic optimization vs the original static allocation.*

### A few ways to use it

Set Reoptimize Frequency to Yearly and compare the walk-forward result against your original allocation. If the optimized weights consistently outperform through different market regimes, that's a meaningful signal about the strategy's durability.

Try different training windows alongside it. A 1-year window will react faster to recent market shifts; a 3-year window produces more stable weights. Walk-forward backtesting helps you see which one actually generalizes instead of just fitting the past.

### Availability

Walk-forward backtesting is available on Plus and Pro plans. Single-point optimization (the default "Once" setting) works the same as before for all users.

Portfolio Optimization now supports walk-forward backtesting. Re-optimize your portfolio quarterly or yearly using only past data.

Platform Updates

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