Instructions
Name:
Created On:

Sharing

Execute Strategy

Execute and Automate Strategy







Create an account with Google

Create an Account to Invest in this Strategy






Select Benchmarks to apply to the Portfolio:


Applied Benchmarks:



Start date:


End date:

Select P&L chart type:

Select sub instance to delete:



The Policy Tree enables you to set the variables for how your portfolio is backtested and re-optimized.



  • Portfolio Visualization
  • Portfolio Profit and Loss Chart
  • Portfolio Strategy Benchmark Analytics
  • Your Diversification Calculator
  • Investment Performance Chart
  • Rolling Allocation Chart
  • Performance Metrics
  • Portfolio Allocation Chart
  • Risk and Return Chart
  • Diversification Sources
  • Position Performance Metrics
  • Positions
  • Return Report
  • Correlation Matrix Report
  • Sector Allocation Chart

Portfolio Visualization

Portfolio Profit and Loss Chart



Portfolio Strategy Benchmark Analytics



Portfolio Objectives Match Analysis



Your Diversification Calculator

Fiduciary Diversification
()
Systematic Diversification
( )
Idiosyncratic Diversification
()








Portfolio Performance Metrics

  • Performance Ratios
  • Returns
  • Risk




Diversification Sources



Positions

  • Initial Date
  • End Date

Position Performance Metrics

  • Risk/Return Ratios
  • Risk

Return Report

  • Portfolio Observation Period
  • Calendar
  • Trailing

* all returns are reported as annualized unless under one year

Correlation Matrix Report


Quant Data Grid

Internal Fee Analysis


Important Disclosures