Explore the live productFree account · 1 hour of product exploration

    Build The Stock Allocation

    Develop a stock portfolio around your selected companies, allocations and constraints.

    Carry the researched allocation toward reviewed stock and ETF orders. Desk: $399/month.

    What you see in Market Ontology

    The live product, read-only. Your own work opens here after checkout.

    Portfolio Builder screen in Market Ontology
    Explore the live productFree account · 1 hour of product exploration

    Start the job

    What opens after checkout

    Saved allocation linked to company research and order review, built from the details above and saved to your account in Market Ontology.

    You get
    Saved allocation linked to company research and order review
    Opens in
    Market Ontology
    Built from
    Tickers, target weights, capital, constraints
    Orders
    None; nothing is sent on your behalf