ETF toolkit / Portfolio builder

Build an ETF portfolio with weighted risk, cost and exposure analytics

This is the practical portfolio-construction layer for the ETF library. Blend the curated shortlist, assign weights, and see how beta, Sharpe, Sortino, volatility, yield, OCF and the regional mix change as the allocation changes.

Weighted betaMarket sensitivity
Sharpe / SortinoRounded risk-adjusted snapshot
OCF + yieldCost and cashflow together
Exposure mixRegion and asset split
ETF hub Compare tool Builder Overlap checker Model portfolios Metrics glossary

Research snapshot

Last reviewed
23 April 2026
Who this is for
UK investors building a shortlist portfolio and wanting a cleaner view of how risk, yield and exposure change with weights.
Default answer
Start with the job of the portfolio, not the “best” single ETF. Then test whether the mix still makes sense after you see the weighted numbers.
Primary sources
Issuer product pages plus rounded in-house research metrics for relative comparison only.

Load a starting point

The easiest way to use the builder is to load a model, then change one sleeve at a time until the output matches the real job of the portfolio.

Workspace, export and share

Save draft mixes on this device, export them as JSON, or generate a share link that reopens the exact allocation in the builder.

Portfolio builder

Open selected ETFs in compare

Portfolio analytics

Scenario stress views

These simple stress snapshots are there to make the portfolio discussion more honest. They are not forecasts or a substitute for full risk modelling.