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$
USD
I will backtest and optimize your investment portfolio
Renato A
About this gig
What you get:
- Risk & return breakdown (CAGR, volatility, Sharpe, Sortino, max drawdown)
- Historical backtesting against a benchmark of your choice
- Monte Carlo simulation to stress-test long-term outcomes
- CAPM alpha/beta and correlation analysis
- Optimization suggestions based on your risk profile
- Professional PDF report + editable Excel model
I'm a finance professional (Finance (Master Degree) + Economics) who builds portfolio models for real advisory clients, combining that with hands-on Python and Excel work. Every report is built around your actual numbers, not a template.
Send your current holdings or target allocation, and I'll turn it into a report you can use. Message me first if you need a custom scope.
This is a quantitative analysis service for informational purposes not personalized investment advice.
Get to know Renato A
Renato A
Master in Finance an Portfolio Managing
- FromChile
- Member sinceMay 2020
- Avg. response time3 hours
- Last delivery1 month
Languages
English, Spanish
As a Business & Economics professional and Bloomberg-certified financial strategist, I deliver top-tier, institutional-grade financial structuring and "Goals-Based Investing".
Background:
Advanced Portfolio Strategy: Developed a Master's-level portfolio with a verified 44.51% annualized return.
Corporate FP&A: Expert in cash flow optimization for the retail/wholesale sectors.
I don't sell basic financial advice—I provide the technical rigor to secure your financial autonomy.
My Portfolio
FAQ
Is this personalized investment advice?
No — this is a quantitative, educational analysis (backtesting, risk metrics, simulations). It's not a substitute for advice from a licensed financial advisor in your jurisdiction.
What information do you need from me?
Your current holdings (tickers + weights), or, if you want a portfolio built from scratch, your risk tolerance, investment horizon, and any constraints.
Can you compare my portfolio against a specific benchmark?
Yes — S&P 500, a custom index, or any benchmark you choose. Just mention it in your requirements.
What tools do you use?
Python for the quantitative modeling (backtesting, Monte Carlo) and Excel for the final deliverable, so you can keep working with the file after delivery.
Can I get the report in Spanish?
Yes, on request — I regularly deliver both English and Spanish versions of financial reports.
Do you analyze crypto assets?
Yes. Primarily stocks, ETFs, and bonds; message me if your portfolio includes crypto.
