Institutional-grade portfolio optimization

The math your private bank uses,
finally accessible.

QUAFI scores every asset in our universe using a behavioral-finance utility model and runs a constrained gradient-ascent optimizer to find your optimal allocation. Built on academic research, validated on 16+ years of market data — and your first two analyses are free.

No AUM fees · No hidden commissions · Cancel anytime
Why QUAFI

Three things our users tell us first.

01

Outperformance you can audit.

Every allocation comes with a backtested cumulative-return chart against the S&P 500 over your selected window. We show you the curve — including the periods where we underperform.

02

Flat fees. Always.

One subscription. No percentage of assets under management, no per-trade commissions, no kickback agreements with brokers. The same engineering institutional clients pay six figures for.

03

Your first two analyses are free.

Run two complete optimizations — one guided, one with your own tickers — before any payment is taken. See the engine in action with your own money in mind.

How it works

From profile to portfolio in three steps.

Step 1

Tell us your profile.

Choose your investment horizon (short / mid / long) and risk aversion (conservative / balanced / aggressive). Two clicks. We translate them into the behavioral-utility parameters used in the optimization.

Step 2

Pick — or let us pick — the universe.

Either supply your own tickers, or let the QUAFI selector score every asset across S&P 500 equities, US ETFs and Argentine stocks, then build a diversified basket for you automatically.

Step 3

Get the optimal allocation.

Within seconds the gradient-ascent optimizer returns the weight of each asset, a cumulative-return chart, KPI tiles (Sharpe, volatility, drawdown), and an actionable HTML report you can download or print.

The math, briefly

Behavioral-finance theory meets convex optimization.

QUAFI's utility function is derived from Tversky & Kahneman's loss-aversion framework. Every instrument is scored on its full historical return series with separate penalties for downside variance (α₁) and upside variance (α₂), discounted geometrically so recent observations dominate. The optimizer is projected gradient ascent on the same utility, under a per-asset concentration cap and a per-holding floor — so the portfolio is never collapsed to a single name and never holds an invisible 0.1 % position.

Universe
~1,500 instruments
SP500 · US ETFs · Argentine equities & fixed income
Backtest window
16+ years
Daily closes since 2010 · refreshed every 24 h
Benchmark
SPY
Every report compares your allocation to the S&P 500 ETF
Pricing

Simple, predictable, no AUM fees.

Every plan includes the full optimization engine, the downloadable report, and the per-asset detail screen. You only ever pay a flat monthly fee.

Standard
15% off launch pricing
$15/ month
  • 3 optimizations / month
  • Full report download
  • Email support
Start free
QUAFI Pro
40% off launch pricing
$170/ month
  • Unlimited optimizations
  • On-demand advisory (1 ad-hoc call / month)
  • Multi-portfolio tracking
  • Priority support
Start free
QUAFI Enterprise
Custom contract
Contact us
  • API access for direct integration
  • White-label client-facing views
  • Personalized corporate advisory
  • Multi-seat (no single-session limit)
Talk to us

All plans bill in USD. Cancel any time from your account settings. The first two optimizations on every new account are always free, before any payment is taken.

Built by quants, for everyone.

PhD-led. Conflict-free.

QUAFI was started by Agustín Shehadi (Ph.D.) and his co-founder to bring the optimization techniques used inside hedge funds and private-bank desks to the rest of us — without the AUM fee model, without the broker kickbacks, without the black-box marketing. We don't sell securities. We don't take a cut of your gains. We build the math, charge a flat fee, and show our work.

2
free analyses
per new account
0 %
of your assets
charged as fees
24 h
market-data
refresh cycle
Contact

Questions? We answer everything.

Drop us a line. We reply to every email within one business day, and you'll get an instant confirmation so you know it landed.

support@quafi.io