13F filings & public disclosures. Static data built-in; fetch live for updates.
| Ticker ↕ | Name | Venue | Sector | Mkt Cap | 20D Liq | 1Y Ret | Fund. Score | Sent. Score | HF Own. | SI (DTC) | Crowd. | Rec. Wt | Action |
|---|
Sector gross & net exposures. Adjust tilts and reoptimise weights.
Performance targets are pulled from the sidebar. Set backtest period below.
No backtest run yet
Build or recommend a portfolio, then run a backtest
Select a stock
Click any stock from the list to load
AI-generated news and sentiment
Enter index scenario returns. Portfolio returns will be simulated using each stock's historical beta to these indices.
No portfolio positions
Add stocks to your portfolio first,
then the simulation will run automatically.
Select a stock
Click any stock to generate
an AI investment memo