Portfolio Manager

Build your custom model portfolio using any combination of hundreds of Quantpedia strategies, passive market factors (ETFs), or your own uploaded equity curves. Review your portfolio’s equity & drawdown charts and basic performance & risk characteristics, and then move to the advanced reporting in the Portfolio Analysis section.

Tip: The user’s equity curve example file is available here.  It must be uploaded in .csv format, must contain dates (the yyyy-mm-dd format) and daily performance (example – 0.5% daily performance formatted as 0.005), and use “,” as column separator and “.” as decimal separator, and have “date” & “performance” headers.

Tip: You may allocate 100% weight to your uploaded equity curve or to just one Quantpedia strategy to gain more in-depth insight from Portfolio Analysis reports about that particular individual trading/investment strategy.

Tip: You may go to our Screener to read more about Quantpedia Premium strategies, which are available in Portfolio Manager.


Do you have an idea for a chart, table or report you would like to see here? Let us know…

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