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3 hours ago
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Diversify your single-stock holding into a balanced portfolio of multiple assets to improve your Sharpe ratio and optimize returns for a given risk level.
Expected Return (%)
Volatility (Std. Dev. %)
Expected Return (%)
Volatility (Std. Dev. %)
Correlation (-1 to 1)
0.20
Efficient Frontier & Capital Allocation Line
This chart displays possible portfolios. The blue curve is the Efficient Frontier (risky assets only). The orange line is the Capital Allocation Line (CAL), showing optimal portfolios when including a risk-free asset.
Show Capital Allocation Line
Please enter valid asset details to generate the chart. Volatility must be greater than 0.
The information and suggestions provided by the Equity Copilot are for illustrative and educational purposes only and should not be considered financial, investment, legal, or tax advice.
Stock grants, RSUs, and stock options involve risks, including the potential loss of value. Market conditions and company performance can significantly impact outcomes.
We strongly recommend that you consult with a qualified financial advisor, tax professional, or legal counsel before making any decisions regarding your stock grant allocation. Your personal financial situation, risk tolerance, and goals should be carefully considered.
By using this tool, you acknowledge that you understand these limitations and agree not to hold the providers of this tool liable for any decisions you make.
