WisdomTree Portfolio Developer

Client: WisdomTree

Completed: 2017

We designed and built a brand new interactive portfolio analysis tool for WisdomTree, the only publicly traded asset manager exclusively focused on the ETF industry. A user can create a portfolio or upload a spreadsheet with an existing portfolio to the “Digital Portfolio Developer”. The tool analyzes this portfolio and creates an alternative “proposed portfolio,” optimized for a variety of investment goals such as income or performance. The tool displays both the original and the proposed portfolio side-by-side and provides a simple comparison of the two portfolios. Detailed graphs show the two portfolio’s exposures, fees, composition and performance, as well as various stress tests.

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