Download the installer and the guide
The installer and the user guide. The installer is the same signed build the automatic update delivers; the guide opens in the browser.
RSJ Portfolio installer
Windows 10 or 11, 64 Bit. Run the installer and follow the prompts — it sets up everything the software needs, including the embedded Python runtime.
Version
0.02.0013
Size
~90 MB
SHA-512
f47dabcda2a8d32f5af5f95c2ec8ee168e3f17c1c4296b12ad2b81fcad596ac9a6950b33267d523d74c490acaaeeaa48c4994c2bdc32a696ad5d5f3beb36a92e
This is the hash the application itself checks when it updates, so it is worth verifying your download with it: certutil -hashfile portfolioInst-0.02.0013.exe SHA512 in a Windows command prompt.
Before you install
- Microsoft Windows 10 or 11, 64 Bit
✓
- 1 GB RAM and 1 GB free disk space
✓
- Internet access for historic stock prices
✓
- A data provider: Yahoo Finance (free, personal use) or End of Day Historical Data (subscription with API key)
✓
The license is a one-time purchase; see Pricing.
Where to go deeper
Methods & features
Allocation methods, risk models, return models and the parameters that constrain them.
Methods and features →Data & currencies
Data providers, price cleaning, caching and the USD conversion path.
Data and currencies →Getting started
Requirements, configuration, a step by step walkthrough and the results you get.
Getting started →Blog
Background articles on the optimizer, the data and the methods, from the team building it.
Product blog →