Invite Only — Now Accepting Applications

Intelligent ETF Portfolio
Optimization for the Disciplined Investor

AI-powered portfolio management built on Modern Portfolio Theory. Track holdings, optimize allocations, and invest with clarity — across US and AU markets.

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Portfolio Rebalancing AI Optimization
2 Currency Markets
ETF Discovery Powered by AI
Dark / Light Adaptive Theme

Core Features

Everything you need to invest with conviction

A complete platform built for ETF investors who demand accuracy and clarity.

AI assistant suggesting commodity ETFs in a chat interface
AI-Powered

ETF Discovery with AI

Ask the AI assistant to suggest ETFs by sector, theme, or strategy. Get instant recommendations with expense ratios, risk considerations, and portfolio fit analysis.

AI assistant updating risk profile to high risk with 10-year horizon
AI-Powered

Set Your Risk Profile

Tell the AI your risk tolerance and time horizon in plain language. It maps your preferences to a numeric risk score that drives portfolio optimisation.

Rebalancing page showing buy and sell recommendations for ETFs
Optimisation

Smart Rebalancing

Modern Portfolio Theory recommends exact buy and sell trades to optimise your allocation. See current vs target weights and execute with confidence.

Cumulative return comparison chart and allocation pie charts
Insights

Compare & Validate

Visualise how the optimised portfolio would have performed against your current allocation. Side-by-side cumulative returns and allocation breakdowns make the case clear.

How It Works

From portfolio to optimised — in three steps

01

Build Your Portfolio

Add your ETF holdings, transactions, and dividends. Stoic Investor tracks cost basis, parcel history, and real-time valuations automatically.

02

Define Your Risk Profile

Answer a short questionnaire to calibrate your risk tolerance. The AI maps your preferences to allocation constraints on the efficient frontier.

03

Optimise & Rebalance

Run the MPT optimizer. Review your recommended allocations, compare scenarios, and export a ready-to-execute trade list — then invest with confidence.

Adaptive Design

Any color Any mood Always beautiful

Pick your background and accent — the entire interface re-derives itself to stay readable, accessible, and sharp.

Stoic Investor in Deep Violet theme — dark plum background with purple accent
Deep Violet
Dark plum background with violet accent. Sleek and immersive for night sessions.
Stoic Investor in Vibrant Coral theme — light background with coral-red accent
Vibrant Coral
Clean light background with coral accent. Bright and energetic for daytime use.
Stoic Investor with a custom dark navy background and gold accent
Custom — Your Colors
Pick any background and accent. The theme engine re-derives every surface, border, and text color automatically.
Invite Only

Ready to invest with conviction?

Stoic Investor is currently invite-only. Request access and we'll reach out when your spot is ready.

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