This paper aims to present a methodology for optimizing the customers’ portfolio of an aggregator by analysing the compatibility between prosumers (clients). The methodology evaluates two main components: energy and socioeconomic. With this, the intention is to maximise the economic benefits of the aggregator and to establish a personalised tariff according to the user profile. Since this figure was conceived, efforts have been mainly aimed at meeting only and exclusively the energy demand requirements without taking into consideration prosumers socio-economic profiles and the synergies among them. This paper, therefore, presents a methodology in which a compatibility index based on the energy and socioeconomic profile of each client is defined. In addition, the application of this methodology to a practical case is presented.