Portfolio Research Platform

Strategies With Real Data

Backtest dividend portfolios, explore Bitcoin accumulation strategies, and validate your investment theories with historical market data.

Featured Strategy

The Bitcoin Hedge

This strategy concentrates on high-conviction positions that pair income generation with crypto exposure. BLOX serves as the core conviction play, positioned to outperform direct holdings of bitcoin or crypto-related funds directly through its actively managed approach and dual focus on capital appreciation and steady income generation. WNTR and SMST provide near-term hedge protection while market shenanigans around MSTR plays out. These positions will either bolster us through short-term headwinds or gradually convert yield into BLOX as conditions improve.

Allocations

65.00% BLOX — Nicholas Crypto Income ETF
30.00% WNTR — YieldMax MSTR Short Option Income Strategy ETF
5.00% SMST — Tidal Trust II Defiance Daily Target 2x Short MSTR ETF
Total Return CAGR
104.69%
Price Return CAGR
20.36%
Dividend Yield
69.75%
Monthly Income
$5,812.78
Worst Day (%)
-3.68%
Best Day (%)
4.15%
1D (%)
0.82%
1W (%)
8.22%
1M (%)
-2.70%
Based on 5.4 months of actual data starting with $100,000.00

This is not financial advice. Data provided for educational purposes only.

Research & Simulation Tools

Core platform capabilities for strategy research and validation

Asset Screener

Filter 500+ dividend assets by Sharpe ratio, blended CAGR, payout frequency, and volatility. Research individual ETFs and understand their metrics.

Portfolio Simulator

Backtest strategies with real historical data. Run automated screener-based strategies or track manual portfolios to validate your approach.

Quantitative Metrics

Blended CAGR, multi-timeframe analysis, and Sharpe ratios. Understand true compounding potential beyond simple yield.

Swap Timing Analyzer

Compare growth trajectories and momentum between two assets. Understand if swapping makes sense based on projected returns and trends.

These tools enable flexible strategy research and validation. Whether you're exploring systematic approaches, testing conviction-based ideas, or building custom portfolios—the platform provides the research engine while you control the strategy.

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