AI-Powered Investment Portfolio Generator

Your Future Portfolio. Built with Smart Intelligence. Generated Instantly.

Forget generic robo-advisors. The CleaRank AI-powered Investment Portfolio Generator engine actually thinks like a team of supercharge quants fusing several quantitative systems. It doesn’t just throw you a list of ETFs, it builds your custom portfolio, backtests it, runs Monte Carlo simulations, and shows you the real trade-offs behind every allocation.

  • Built for real investors.
  • Powered by real data, AI and machine learning.
  • Designed to make portfolio logic click and without a CFA.
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Investment Portfolio Generator

Describe your goals to generate, analyze, and report on your optimal portfolio.

Why You Need a Portfolio Generator

Most people invest blind or worse, copy a portfolio that has nothing to do with their goals.
This tool changes that.

Just tell it four things:

  • How much you’re investing
  • How long you’re in the game
  • What kind of risk you’re okay with
  • What you actually want (e.g., growth, dividends, tech exposure, crypto hedge…)

Then the Generator will: 

  • Build a portfolio that fits your risk profile
  • Break down every asset and allocation
  • Run historical backtests and volatility analysis
  • Simulate thousands of future outcomes
  • Show you exactly what could go right… or wrong

All the math is under the hood. You just get answers.

How It Thinks: The Logic Behind the CleaRank Portfolio Generator

This isn’t some drag-and-drop pie chart toy.

The CleaRank Generator runs layered logic models built for serious portfolio construction:

  • Profile Mapping: First, it processes your inputs such as capital, time horizon, risk level, and investment goals. Then it maps them to real-world strategy profiles.
  • Asset Universe Filtering: It narrows the universe of stocks, ETFs, bonds, crypto, and other instruments based on relevance, liquidity, and diversification potential.
  • Quantitative Modeling: Then the engine goes full quant and applies mean-variance optimization, historical correlation matrices, and modern portfolio theory (MPT) to build a mix that aims for the best return for your risk.
  • Performance Stress-Testing: Backtests kick in to simulate how that exact portfolio would’ve performed in historical conditions such as bull runs, crashes, and sideways markets.
  • Future-Proofing: Finally, Monte Carlo simulations project thousands of possible futures, stress-testing the portfolio through randomness, volatility clusters, and tail risk.

All this logic is generated in a clean interface you don’t need a CFA to understand.

No black box. No jargon maze. Just real numbers, real logic, real clarity.

How It Works

This isn’t a static pie chart generator. The CleaRank Generator is an engine built for investors who want clarity without distractions.

Here’s what it does:

Step 1: Define Your Profile

  • Input your initial capital
  • Choose your investment horizon (e.g., 10, 20, 30 years)
  • Set your risk tolerance (Conservative to Aggressive)
  • Describe your investment goals (free text)

Step 2: Portfolio Construction

The tool recommends a diversified mix such as stocks, ETFs, bonds, crypto, all customized to your inputs.

Step 3: Data Crunching

  • Pulls historical data
  • Runs backtests
  • Calculates performance metrics (Sharpe Ratio, Max Drawdown, etc.)
  • Projects thousands of possible futures with Monte Carlo Simulation

Step 4: Instant Visuals & Insights

  • Asset Allocation Pie Chart
  • Backtest Growth Chart vs. benchmark
  • Monte Carlo Forecast Chart (median, 10th/90th percentile)
  • Clear explanation for each result

All dynamic. All client-side. Nothing hidden.

What You’ll See

This tool breaks down your portfolio in plain English and powerful visuals:

Recommended Portfolio

See the full list of asset classes and their weights. Want to tweak the mix? Use the sliders to instantly recalculate everything.

Key Metrics

  • Annualized Return
  • CAGR (Compound Annual Growth Rate)
  • Sharpe Ratio (risk-adjusted return)
  • Max Drawdown (worst loss during backtest)
  • Volatility (standard deviation of returns)

Monte Carlo Projections

  • See the range of possible future values
  • Median outcome, worst-case (10th percentile), best-case (90th percentile)
  • Based on historical performance and your risk profile

Technical Outlook

For key assets: short, sharp technical summaries (bullish, bearish, neutral) using real-time market data.

The CleaRank Advantage

There are other portfolio tools out there. But here’s why this one hits different:

Most are either: 

  • Overly simplistic with cookie-cutter allocations
  • Too complex for the average investor to decode

We do both:

  • Real quant models (backtesting + Monte Carlo)
  • Plain-language explanations and dynamic visuals
  • Sliders to customize and see instant recalculations
  • Everything works offline after first load

This is the fusion of math + UX. That delivers investment clarity for both newbies, professionals, and investment institutions.

Fully Responsive and Embeddable

Want to share it with your community, blog readers, or clients? Just click “Get Embed Code” and drop it into any website or Notion doc.

  • Looks perfect on phones, tablets, desktops
  • Automatically resizes in any iFrame
  • Zero server required

FAQ

Be specific. Examples: “aggressive growth in tech,” “passive income from dividend ETFs,” “low-volatility retirement fund with some gold.”

Monte Carlo models use historical data + volatility to run probabilistic forecasts. They show possibilities, not promises. But they’re more honest than a flat line chart.

We use live and historical data to calculate everything from CAGR to risk metrics.

Yes, after it’s generated you can use the sliders to rebalance allocations. Metrics and charts update instantly.

Yes. Nothing is stored server-side unless you use the hosted version. Your data = your data.

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