AI Portfolio Optimizer

Get personalized allocation recommendations based on your risk profile

Risk Profile Assessment

Investment Time Horizon

5 Years

Risk Tolerance (1-10)

5 - Moderate

Income Priority vs Growth

70% Income Focus

Total Investment Amount

Your Profile:

Moderate risk investor focused on income generation with a 5-year investment horizon.

Select ETFs to Optimize

Choose the ETFs you'd like to include in your optimized portfolio:

MSTY

90.27%

TSLY

67.43%

NVDY

85.21%

PLTY

139.94%

CONY

72.38%

APLY

28.92%

GOOY

82.15%

AMZY

36.74%

NFLY

55.82%

DISO

48.93%

XOMO

61.27%

JPMO

44.85%

Optimized Portfolio Allocation

AI Optimized

87.5%

Projected Annual Yield

$3,646

Monthly Income

5.2

Risk Score (1-10)

Good

Diversification

💡

AI Insights & Recommendations

Your portfolio is well-balanced between high-yield and moderate-risk ETFs
Consider rebalancing quarterly to maintain optimal allocations
The current allocation matches your income-focused strategy

MSTY Millionaire