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Put Portfolio Optimizer to workacross your business

Integrate Portfolio Optimizer between all of the tools your business uses. MindCloud works with you to connect apps, move data and keep processes running.

Describe what you want to automate in Portfolio Optimizer. The field supports multiple lines but stays at a fixed height.

Businesses automate real work through MindCloud every day.

Get connected

Connect Portfolio Optimizer with other apps you use to automate business processes, not just small tasks.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.StripeStripe connects app workflows across your app stack.

Every action you need

Access 30 actions within Portfolio Optimizer.
Can’t find an action you need? Let us know.

Asset Mean ReturnsReadRun an asset mean returns action in Portfolio Optimizer.Asset ReturnsReadRun an asset returns action in Portfolio Optimizer.Asset Return Standard DeviationReadRun an asset return standard deviation action in Portfolio Optimizer.Asset Return VarianceReadRun an asset return variance action in Portfolio Optimizer.Logarithmic Asset ReturnsReadRun a logarithmic asset returns action in Portfolio Optimizer.Asset Correlation MatrixReadRun an asset correlation matrix action in Portfolio Optimizer.Asset Covariance MatrixReadRun an asset covariance matrix action in Portfolio Optimizer.Distance Covariance MatrixReadRun a distance covariance matrix action in Portfolio Optimizer.Empirical Correlation MatrixReadRun an empirical correlation matrix action in Portfolio Optimizer.Empirical Covariance MatrixReadRun an empirical covariance matrix action in Portfolio Optimizer.EWMA Correlation ForecastReadRun an ewma correlation forecast action in Portfolio Optimizer.EWMA Covariance ForecastReadRun an ewma covariance forecast action in Portfolio Optimizer.Exponentially Weighted Correlation MatrixReadRun an exponentially weighted correlation matrix action in Portfolio Optimizer.Exponentially Weighted Covariance MatrixReadRun an exponentially weighted covariance matrix action in Portfolio Optimizer.Nearest Correlation MatrixReadRun a nearest correlation matrix action in Portfolio Optimizer.

How can I use the Portfolio Optimizer app?

MindCloud is the Universal App Layer. We make it easy to talk to your applications, whatever the use case.

Build workflows. MindCloud’s Gravity platform helps you build robust automations around Portfolio Optimizer.

Get Portfolio Optimizer metricsTrigger

Fetched metrics from Portfolio Optimizer

Filter to complete metrics

Applied filter to metrics

Loop through 5 metrics

Iterating over each metric

Check if metric is complete

Condition: metric has required fields
then

Skip and continue

Skipped - metric already complete
else

Check if metric needs review

Condition: metric needs review

Save review note in Notion

Added review context for metric

Optimize our quarterly asset allocation in Portfolio Optimizer.

Thinking...

Automate. Tell Cirra what you do in Portfolio Optimizer so she can take the grunt work out of your job.

Wire your product. Our Universal REST API lets you easily connect and talk to Portfolio Optimizer from your codebase.

Connect to your Agent. Expose your agent to Portfolio Optimizer and 3100+ other applications with a single MCP server.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Portfolio Optimizer.

An app is simply a tool your business already uses, like Portfolio Optimizer, your accounting system, or your email.

An action is one thing MindCloud does inside that app, such as creating correlation matrix, updating covariance matrix, or moving data from Portfolio Optimizer into another system.

You connect your apps, choose the actions you want, and MindCloud runs them automatically. That's it. No code, no spreadsheets, and no copying data by hand.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.