Institutional-grade portfolio optimization

The math your private bank uses,
finally accessible.

QUAFI combines behavioral-finance modeling, microeconometric techniques, and non-convex risk/return optimization to find the allocation that best fits your profile. Built on peer-reviewed research, validated on a decade of daily 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 tolerance (conservative / balanced / aggressive). Two clicks. Our model calibrates itself to how you trade off downside risk against return — for you specifically.

Step 2

Pick — or let us pick — the universe.

Either supply your own tickers, or let QUAFI rank every asset across the S&P 500, Nasdaq-100, US ETFs, CEDEARs and Argentine equities — and assemble a diversified basket for you automatically.

Step 3

Get the optimal allocation.

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

The method, briefly

Peer-reviewed finance, applied at retail speed.

QUAFI combines behavioral-finance modeling, microeconometric techniques, and non-convex risk/return optimization. Every instrument is evaluated on its full historical record, with downside risk weighed asymmetrically from upside potential and recent market behavior given more influence than the distant past. The allocation is then solved under per-asset concentration caps and a per-holding floor — so portfolios are diversified by construction: never collapsed to a single name, never padded with invisible 0.1 % positions.

Universe
1000+ instruments
S&P 500 · Nasdaq-100 · US ETFs · CEDEARs · Argentine equities
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
QUAFI Academy · Free

Never invested before? Start here — free.

QUAFI Academy is a free, bilingual course that teaches the basics of investing — from compound interest to diversification — with short videos, plain-language lessons, quizzes, and a shareable diploma. No finance background needed.

  • Short lessons, in English and Spanish
  • Quizzes to check what you've learned
  • A diploma you can post on LinkedIn
  • 100% free — no card, no limits
Start learning — free
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 Candela (Ph.D.) 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