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

Portfolio Simulator

Basic Parameters

Start Date

In most cases, the earliest date for which all symbols have data will be used, but you can override it if you want to start later. Thats why the default is set incredibly early.

End Date

Optional - leave blank to run through current market date

Initial Cash

Target Buffer %

Margin buffer percentage (e.g., 0.10 for 10%)

Advanced Parameters

Margin Interest Rate

Tax Reserve %

Strategy

Strategy Type

Execution Days

mon tue wed thu fri sat sun

Portfolio Equities

Define your conviction-based portfolio with target weights. The weights don't need to add up to 100% — they just set the proportions. We'll automatically scale them so the total equals 100% when the simulation runs.

Symbol

Weight

100.00%

Cost Basis

Initial buy price (optional)

Rebalancing Mode

Strict: Sells overweight and buys underweight positions every execution day to maintain exact targets.
Drift-Control: Only rebalances when an asset is >1% off target, adjusting by 1% increments.
None: Never sells - only uses new capital to buy underweight positions.

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Configure Your Simulation

Set your parameters above and click "Run Simulation" to start backtesting.