Turn your current portfolio into a clear target allocation
Free · No account needed to try · No brokerage connection required
Same stocks, smarter weights
Your holdings
- AAPL12 shares
- MSFT8 shares
- GOOGL6 shares
Goal
Your target allocation appears here.
Illustrative sample run. Figures are estimated from historical data, not a prediction.
From your holdings to a rebalance plan
Step 01
Add your current holdings
Search for the stocks you own and enter how many shares you hold.
Step 02
Choose your goal
Prioritize lower volatility or higher expected return, and pick 1, 3, or 5 years of historical data.
Step 03
Review your rebalance plan
Compare current vs target allocation and see the exact share trades to get there.
A plan you can act on
Illustrative example. Whole shares only — no fractions, and fees and taxes aren't included. Every figure is estimated from historical data, not a prediction, and lower volatility isn't the same as safe.
The science
The science behind OxyNeo
OxyNeo is built on modern portfolio theory — the framework from Nobel laureate Harry Markowitz. Here is what it does, step by step.
A portfolio should not be judged only by how each investment does on its own — what also matters is how the investments move together. Two volatile stocks can still lower a portfolio's risk if they tend to rise and fall at different times. OxyNeo measures this through correlation and covariance.
Each point is a possible allocation. Portfolios on the efficient frontier offer a better estimated balance between return and volatility.