Portfolio Optimizer

Smart Securities Allocation


Our newly launched Portfolio Optimizer empowers you to construct institutional-grade portfolios with precision. Simply input your preferred Hong Kong stocks, US stocks, liquid ETFs, and ETCs, and our proprietary quantitative algorithm will automatically calculate the mathematical asset weights designed to maximize your risk-adjusted returns. With our integrated historical backtesting engine, you can instantly visualize how your tailored strategy would have performed across various market cycles, transforming raw data into clear, actionable investment intelligence.


[Coming Soon]

Elevate Your Strategy

An algorithm calculates the math, but a successful wealth strategy requires human context. Connect with our advisory team to translate your optimization results into a comprehensive, real-world wealth blueprint:

  • Personalized Constraints: Adjust for your unique tax profile, cash flow needs, and time horizons.


  • Dynamic Rebalancing:  Establish a human-guided schedule to manage volatility over time.


  • Holistic Review: Integrate your selected stocks into your broader global asset allocation.

Legal Disclaimer

Regulatory and Performance Disclaimer

The Portfolio Optimizer is an automated mathematical data tools program provided by Unisky Investment Management ("the Company") for informational and educational purposes only. The output, calculations, and backtesting performance metrics generated by this program are simulated, hypothetical in nature, do not reflect actual trading, and do not guarantee or indicate future investment results or performance.

This tool does not constitute legal, tax, or personalized investment advice, nor does it form an investment advisory relationship or represent a solicitation, recommendation, or offer by the Company to buy or sell any specific securities or financial instruments. All investments involve substantial structural market risks, including the potential loss of principal capital. Performance data for the asset universe (including Hong Kong/US equities, ETFs, and ETCs) does not account for transaction fees, taxes, management loads, or broker commissions, which would materially reduce actual returns. Past performance is no guarantee of future returns. Users must exercise independent judgment or consult a licensed financial professional before executing any strategy based on this program's outputs.