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The email associated with this purchase will be added to access FULL features in PORTFOLIO SHEPHERD for 1 week! 

We aim to empower users to understand and take control their investing!

  If you would like a different email, or have any questions, please email  

  • Portfolio Shepherd (By ETFication) is an optimization tool utilizing Mean-Variance Optimization (MVO) to show details and characteristics of "effecient" or "optimal" portfolios, in accordance with Modern Portfolio Theory (MPT)
    • Users can specify and modify details and assumptions, and are presented with information to further their practical education
    • See our whitepaper on for further technical/specific information

All results and information are for educational purposes [for a deep and clear view into MVO and MPT] and are intended to be used in conjunction with any/all other readily available and reputable information. 

Before investing, please consider your unique circumstances and prefrences, do your own research, and/or consider speaking with a professional.   Any investing involves risk, including potential loss of principal.

One week of optimization!!

  • We're in the process of setting up.  Sign up to be among the first users in our Beta-Release..  

    *All Beta-Release purchases will receive 2 FULL WEEKS of access & full use of the tool. 

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