CashGraphs – A securities portfolio optimizer

In plain words

CashGraphs is a portfolio optimizer designed for financial advisers to help clients build diversified investment allocations. It recommends mixes of low-fee index funds and ETFs tailored to individual risk tolerance levels. The tool uses Vue for its frontend interface and Torch for backend optimization calculations running on AWS Lambda. It serves financial professionals seeking to improve their investment recommendation methodology and clients looking for data-driven portfolio allocation guidance.

written from the facts on this page · September 2026

From the sources

In the maker’s words, at launch

Hello, This is a portfolio optimizer I made to help select portfolios for my clients. I'm a personal financial adviser. I generally put my clients in a mix of low-fee index funds and ETFs and I use this to set an appropriate allocation based on the client's risk tolerance. I have been working on this as a side…

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