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ETF Optimiser

Tell us your goals. We'll build you a portfolio.

Most investors struggle with thousands of ETF choices and no clear way to compare them. Our ETF Optimiser analyses your situation and recommends a tailored portfolio that matches your goals, risk tolerance, and investment timeline.

The Problem

Too Many Choices

Thousands of ETFs to choose from. No clear way to compare. Easy to fall into analysis paralysis.

Hidden Inefficiencies

Duplicate exposure, overlapping holdings, unnecessary fees. Your portfolio might be paying more than it needs to.

Generic Advice

One-size-fits-all recommendations don't account for your unique situation, timeline, and risk tolerance.

Our Approach

We believe smarter investing starts with a portfolio optimised for you. Not generic recommendations. Not guesswork. Just data-driven suggestions that align with your actual goals and constraints.

How It Works

1

Tell Us Your Goals

Share your investment objectives, whether you're seeking growth or income, your risk tolerance, and your investment timeline.

2

We Analyse the Market

We review thousands of ETFs across cost, performance, and exposure to find the best matches for your situation.

3

Get Your Recommendation

Receive an optimised portfolio with a curated ETF selection and clear reasoning behind each choice.

4

See the Impact

Compare your current holdings versus the recommended portfolio. See fee savings and efficiency gains.

What You Get

🎯

Optimised Portfolio

A curated ETF selection specifically built for your goals and constraints.

📈

Risk-Return Analysis

See exactly where your portfolio sits on the risk-return spectrum.

🔍

Gap Analysis

Identify where your current holdings fall short and what's missing.

💰

Cost Comparison

See your current fees versus the optimised approach. Savings add up fast.

📥

Export Results

Download your recommendations in a format you can take anywhere.

Clear Reasoning

Plain English explanations of why each ETF is recommended for you.

Ready to Optimise Your Portfolio?

The ETF Optimiser launches with the closed beta on 20 July 2026. Join the beta list to be among the first to run it on your portfolio.

Join the Beta