Run Portfolio Optimizer from any financial page

Use PixieBrix to customize and automate any tool you already use, right in your browser.

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Free for individuals. No CC required.

Trusted by Individuals and Enterprises

"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Portfolio Optimizer in the browser

Trigger Portfolio Optimizer API calls directly from any financial web page (screeners, broker portals, research dashboards) without switching to a separate tool or script editor

Overlay optimization results (efficient frontier weights, risk metrics) on top of the financial pages where analysts already work, eliminating the need to shuttle data back into a spreadsheet

Replace manual CSV exports and paste-into-Excel workflows with one-click automation that reads holdings from the current page and calls the API automatically

Works as a browser extension on top of any web app with no VBA macros, no Apps Script copy-paste, and no developer setup required for recurring use cases

AI Copilot in the sidebar can interpret optimization output in plain language, summarize frontier trade-offs, or suggest allocation adjustments in context

Unlike Zapier or iPaaS tools, PixieBrix operates in the browser where analysts are already viewing portfolio data, triggering optimization at the right moment without context switching

Portfolio Optimizer frustrations that cost your team hours every week

Quants and analysts spend 70% of their time processing data instead of making investment decisions, largely due to manual copy-paste between market data sources, spreadsheets, and the optimization API
Switching between Bloomberg terminals, custodian portals, brokerage platforms, and a separate optimization tool means market conditions can change before the workflow is complete
Integrating Portfolio Optimizer into Excel requires third-party VBA libraries and custom macro development — no native Web API support, creating a steep setup barrier for non-developers
Integrating with Google Sheets requires copying and pasting Apps Script code into the script editor before any optimization can run, adding friction for recurring users who want quick, ad-hoc analysis
No native browser UI — results from the API must be manually interpreted and transferred into portfolio management dashboards or trading interfaces
Manually downloading fills from custodians, comparing them to the blotter, and shuttling CSV files between tools to reconcile post-trade data is error-prone and time-consuming
Financial web pages (broker portals, research platforms, screeners) cannot be enriched with optimization output without building a custom integration

Chat with AI to create your first custom workflow

Extract the asset tickers and weights from this page, then call Portfolio Optimizer to compute the minimum variance portfolio and display the suggested weights

Optimize This Portfolio

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Using the portfolio data on this page, call Portfolio Optimizer to generate the efficient frontier and summarize the risk-return trade-offs in plain language

Frontier Summary

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Compare the current portfolio weights on this page to the Portfolio Optimizer recommended weights and list the trades needed to rebalance

Rebalance Check

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Send the holdings on this page to Portfolio Optimizer and return a breakdown of each asset's contribution to total portfolio volatility

Risk Decomposition

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Extract the assets and return assumptions from this page and use Portfolio Optimizer to find the allocation that maximizes the Sharpe ratio

Sharpe Maximizer

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Summarize the Portfolio Optimizer API response on this page in plain English for a client who is not familiar with mean-variance optimization

Explain Optimization

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Frequently Asked Questions

Who is PixieBrix for?

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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What is PixieBrix?

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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How does PixieBrix work?

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

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