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How the portfolio generator works

This tool helps you shape a stock portfolio using financial targets, sector preferences, and your own judgment. Start by defining the type of portfolio you want, then refine the generated holdings using the interactive controls.

1. Shape the data pool

Use the input settings to control which companies are eligible for selection. The generator screens the available stock universe using your targets and filters before building the portfolio.

Target P/E

Guides the portfolio toward a desired valuation level. Lower values generally emphasize cheaper earnings.

Cash / Debt

Favors companies with stronger balance sheets by targeting a preferred cash-to-debt profile.

Beta

Helps control market sensitivity. Lower beta targets generally produce more defensive portfolios.

2. Generate an optimized portfolio

After filtering the data pool, the engine selects a portfolio and optimizes the position weights. The goal is to move the final portfolio toward your target P/E, cash/debt ratio, beta, and sector allocation preferences.

The generated portfolio is not just a list of stocks. Each holding receives a weight, and the full portfolio is evaluated against your selected targets.

3. Refine the results manually

Once a portfolio is generated, you can use your own judgment to refine the result without abandoning the quantitative structure.

Regenerate

Replace an individual holding. The removed ticker is temporarily added to a do-not-select list so the generator does not keep returning the same company during that edit session.

Lock

Preserve a holding you like. Locked tickers stay in the portfolio while the rest of the portfolio can continue to be regenerated or refined.

Edit ticker

Add a specific company by ticker. The tool will attempt to include your selected stock and then re-optimize the portfolio around that choice.

4. Use sector controls

Sector controls let you shape the portfolio’s exposure. You can exclude sectors entirely or adjust sector tilts to guide the generator toward areas of the market you prefer.

If a sector is excluded, companies from that sector are removed from the eligible data pool before the portfolio is generated.

Suggested workflow

  1. Choose a strategy preset or manually set your target P/E, cash/debt ratio, beta, and filters.
  2. Exclude any sectors you do not want included in the investable data pool.
  3. Generate the portfolio and review the metrics, charts, and holdings.
  4. Lock all the holdings you want to keep first, then regenerate holdings you dislike, and edit in specific tickers when desired.
  5. Export the final result to CSV for further review.






Data freshness

Market prices and 1Y charts use the latest available market data. Fundamentals such as market cap, P/E, beta, and cash/debt are refreshed at least weekly and may lag the latest market close or company filings.

Important disclaimer

Spinstress provides portfolio generation, market data, and analytics for informational and educational purposes only. It does not provide financial, investment, tax, or legal advice, and it does not recommend that you buy, sell, or hold any security. You should conduct your own research and consult a qualified financial professional before making investment decisions. Spinstress is not responsible for any financial gains, losses, or decisions made based on use of the platform.