Strategy Basics
Watchlists
Inputs
| Symbol | Timestamp | Reason |
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| Symbol | Timestamp | Reason |
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| Symbol | Source |
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| Symbol | Source |
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Execution Rules
Post Filters (Risk + Liquidity)
Dependencies & Indicators
| Indicator | Source | Timeframe | Params | Required | Status |
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| Symbol | Score | Pass | Reasons | Deps |
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Model Test Window
Activity / Debug
| Symbol | Value | Status |
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| Entry Date | Exit Date | Entry $ | Exit $ | Return % | Hold (d) | P&L $ |
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| Symbol | Qty | Avg Price | Last Price | Market Value |
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| Time | Symbol | Side | Qty | Price | Fees | P/L |
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Please select a strategy first.
Live Scanner Feed
--| Symbol | Timestamp | Reason |
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| Symbol | Timestamp | Reason |
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Portfolio
| Symbol | Qty | Avg Price | Last Price | Market Value | Unrealized P/L |
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Orders / Activity
| Time | Symbol | Side | Qty | Price | Status |
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Results
| Horizon | Mean | Median | P05 | P95 | P(Up) | P(Down) |
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Risk (VaR / CVaR)
| Horizon | VaR % | CVaR % | VaR $ | CVaR $ |
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Are you sure?
| Name | Algorithm | Task | Timeframe | Universe | Status | Updated | Actions |
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Quant Matches
0Up (Buy Potential)
0Down (Sell Potential)
0Sector Rotation Heatmap
Rotation Timeline
Sector Detail
Six Macro Signals
Historical Recession Timeline
News
Financial Markets
Browse News
Build an optimized portfolio from the ground up.
Search global stocks, ETFs, and funds, compare constituents, configure constraints, and generate efficient-frontier portfolios.
Setup
Name the portfolio, define the holdings basis, and build the constituent universe.
Constituent Preview
Risk & Analytics
Review the current portfolio, inspect diagnostics, and confirm the starting risk profile.
| Security | Current Weight | Optional Weight | Annual Return | Volatility | Sharpe | Beta | Max Drawdown | Corr to Benchmark |
|---|
Optimization Inputs
Set the objective, trade universe, constraints, and security properties before running the optimizer.
| Action | Field | Unit | Trade-Off | Enabled |
|---|---|---|---|---|
| Maximize Sharpe Ratio | ratio | Return vs. risk efficiency | Yes | |
| Target Return | % | Pins expected return to a floor | Optional | |
| Target Volatility | % | Caps realized risk target | Optional |
| Source | Security List | Rule |
|---|---|---|
| Current Portfolio | Selected constituents | Holdings basis from Setup |
| Current Benchmark | SPY | Reference series |
| Selected Constituents | Manual / search-added assets | Optimization universe |
| Constraint Field | Constraint Group | Relative | Unit | Min | Max | Trade-Off |
|---|---|---|---|---|---|---|
| Long Only | Positioning | Global | bool | On | On | Restricts short exposure |
| Min Weight | Position Sizing | Global | % | — | Floor per constituent | |
| Max Weight | Position Sizing | Global | % | — | Cap per constituent | |
| Max Turnover | Trading | Global | % | — | Placeholder | |
| Trade Size | Trading | Global | % | — | Placeholder | |
| Cash Weight | Allocation | Global | % | — | Placeholder | |
| Sector Cap | Diversification | Global | % | — | Sector exposure limiter |
Optimizing allocations…
Simulating efficient frontier and stress-testing constraints.
Efficient Frontier & Portfolio Studio
Review optimized allocations, edit weights, compare portfolios, and export a final report.
Efficient Frontier
Selected Portfolio Summary
Allocation Editor
Comparison Matrix
| Metric | Pinned 1 | Pinned 2 | Pinned 3 | Pinned 4 |
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Live Allocation Panel
Edit a portfolio to tune allocations in real time.Holdings
| Ticker | Asset | Weight | Latest Price | Allocation Amount |
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Risk Contribution
| Ticker | Weight | Return Contrib | Risk Contrib | Marginal Sharpe |
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Stress Tests
Concocting your portfolio report…
Gathering frontier charts, allocations, diagnostics, and portfolio notes.
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