Portfolio construction & optimization for investment professionals

Build institutional-quality portfolios without the institutional price.

Your universe, your constraints, your decision. Lasani.ai gives you the optimizers, risk models, and validation tools institutions use, and an AI analyst that explains the results in plain English.

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Built for financial advisors, analysts, and portfolio teams

Lasani.ai is software. It does not recommend securities or portfolios. Product screens shown with sample/test data; results are illustrative.

Backtest & portfolio analytics
Representative Lasani.ai backtest and portfolio analytics page
Representative stress test scenario page Stress tests
Representative factor analysis page Risk factors
AI Analyst

Ask why a portfolio behaved the way it did. Answers come from your own backtests and risk data, not generic AI guesses.

◈Your universe, your constraints
▧Walk-forward backtests
✦AI that explains, not recommends
⊘No AUM fees
Not a calculator. A portfolio engine.

Your rules choose the holdings. Not a fixed list.

Most backtest tools take a list of tickers, hold the same weights, and replay history. Lasani.ai tests the process you would actually run: at every rebalance it re-runs your screen and optimizer on the data up to that date, under your limits, and trades to the new portfolio.

Typical backtest tool

  • You type in a list of today's tickers
  • The same holdings and weights for the whole test
  • Optimizers usually run once, over the full history
  • A result on screen; the rest is spreadsheets

Lasani.ai

  • You define the universe: an index, a screener, or your own list, with rules for what qualifies
  • Holdings and weights change at each rebalance as your optimizer selects from that universe
  • Momentum and reversal screens re-run on each rebalance date's prices and signals
  • Each rebalance uses prices up to that date only, under your objective, risk, sector and turnover limits
  • The tested process becomes a live model: proposals, rebalancing, alerts and custodian export
1

Re-screen

Your screen or strategy re-runs on that date's prices and signals.

2

Optimize to your preferences

Your objective and limits, using prices up to that date.

3

Rebalance and repeat

Trade to the new weights within turnover limits, then move to the next date.

You set the universe, objective and limits; the software applies them. Lasani.ai does not recommend securities. Backtests are hypothetical and do not predict future results.

One platform instead of disconnected workflows

Construct, validate, and monitor portfolios in one place.

The portfolio tooling institutions use, without institutional pricing, AUM-based fees, or implementation complexity.

◎

Optimization Engine

Max Sharpe, minimum volatility, max return, CVaR, and efficient frontiers, with position, sector, beta, volatility, and turnover limits solved together.

⌕

Universe & Screeners

Start from an index, an ETF or stock screener, or your own list. US and India markets. You choose what goes in.

§

Tax-Aware Construction

Tax-lot tracking, wash-sale handling, and tax-efficient rebalancing for taxable accounts.

◔

Multi-Sleeve Allocation

Combine portfolios and indices into one allocation, compare against benchmarks, and see return and risk tradeoffs.

↯

Validation Suite

Walk-forward backtests, historical stress tests, Monte Carlo, and factor analysis before anything reaches a client.

✦

AI Portfolio Analyst

Ask questions about your own results. Explore setting changes and test them on a copy of your portfolio.

◈

AI Risk Insights

Market, sector, and stock risk outlooks for the US and India, with an optional risk setting for the optimizer.

☀

Daily Portfolio Brief

A morning summary of every portfolio, with alerts for big moves, index exits, delistings, and stale prices.

Portfolio construction

From universe to validated portfolio in minutes.

You define the universe, the constraints, and the objective. The engine does the math and shows you how the result would have held up.

  1. 1
    Choose a universe

    Start from an index or screener template, or bring your own list of ETFs and stocks.

  2. 2
    Set constraints

    Position and sector limits, volatility and beta ceilings, turnover caps, and tax settings.

  3. 3
    Pick an objective

    Max Sharpe, minimum volatility, max return, or CVaR, with plain-language presets for advanced settings.

  4. 4
    Validate

    Walk-forward backtests, stress tests, factor exposure, and Monte Carlo.

  5. 5
    Monitor

    Daily brief, drift, and alerts once the portfolio is live.

Advisor workbench

One workbench for every portfolio you manage.

Real application screens, shown with sample/test portfolio data.

Dashboard

Portfolio workbench with a daily brief

One landing page to build portfolios, monitor drift, review each morning's brief and alerts, and ask the AI analyst about your results.

Sample/test data
Representative Lasani.ai dashboard with portfolio builder, model portfolio creation, and portfolio monitoring
Multi-Sleeve Allocation

Combine your portfolios and indices

Use your own portfolios and indices as building blocks, and see portfolio vs. benchmark return, risk gauges, and the allocation mix.

Representative
Representative model allocation dashboard with benchmark comparison, risk gauges, and back-tested performance
Data-grounded AI

AI that explains your results.

Ask about backtests, risk, stress scenarios, and factor exposure. Answers come from the platform's own calculations on your portfolios.

  • Answers tied to your portfolio and backtest records
  • Explore setting changes, then test them on a copy of the portfolio
  • Plain-English summaries you can review and adapt
Validation suite

Institutional-style analytics, packaged for everyday advisor decisions.

Move from “what happened?” to “why did it happen?” and “how do we explain it?” without forcing advisors into a Bloomberg-terminal style workflow.

Backtests + AI

Walk-forward backtests with an AI analyst

Each rebalance re-optimizes your securities with prices up to that date. See growth, drawdowns, and benchmark comparison, plus AI commentary on the numbers.

Representative backtest
Representative backtest page with portfolio growth, performance charts, and AI backtest analyzer
Stress Tests

Pressure-test portfolios against historical shocks

Compare portfolio and benchmark behavior across market regimes such as dot-com, global financial crisis, rate shocks, COVID, taper tantrum, and debt crisis scenarios. Works for any holdings and weights you enter.

Representative scenarios
Representative stress test page showing scenario cards with portfolio and benchmark returns
Risk Factors

Factor exposure and symbol-level risk explainability

Surface market, size, value, profitability, momentum, and other factor tilts, then convert them into advisor and client explanations.

Representative factor view
Representative risk factor analysis page with factor exposure chart, symbol exposures, and AI-generated insights
The product promise

Comparable to institutional portfolio tooling. Priced for growing advisory firms.

No AUM-based pricingFlat SaaS plans make adoption easier for RIAs and independent advisors.
Walk-forward backtestsEach rebalance re-optimizes with prices up to that date; you choose which securities are tested.
A tool, not an adviserYou choose the universe, constraints, and final portfolio. The AI explains the results; it doesn't make recommendations.
Flexible pricing — no AUM fees

Pick the plan that fits your firm.

Every plan starts with a 14-day free trial: 3 portfolios, full engine, no credit card. Professional is the full construction and validation suite.

Starter

$99/mo

For solo advisors starting with core analytics.

  • 10 portfolios
  • Core analytics and reports
  • Index and screener templates
  • Email support
Start Free Trial

Advisor

$149/mo

For growing firms that need more portfolios and reporting.

  • 25 portfolios
  • Advanced analytics
  • All index and screener templates
  • Priority email support
Start Free Trial
Best Value

Professional

$249/mo

Full analytics suite for firms that want the actual institutional workflow.

  • 100 portfolios
  • Backtests and stress tests
  • Monte Carlo and factor analysis
  • AI insights and portfolio assistant
  • Custom reports
  • Priority support
Start Free Trial

Enterprise

Contact Sales

For multi-user firms, integrations, and custom workflows.

  • Everything in Professional
  • Multi-user roles
  • API access and SSO
  • Custom integrations
  • Dedicated success manager
Schedule Demo
See it on your own portfolios

Give your firm institutional-grade tools without institutional pricing.

Start a 14-day free trial with 3 portfolios, no credit card, or book a demo and we'll build a portfolio with your universe and constraints.

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