Portfolio Strategy Builder
Seasonality Analyser - Annual
Seasonality Analyser - Monthday
Seasonality Analyser - Weekday
Seasonality Screener
Seasonality Comparison
Seasonality Analyser - Intraday
Seasonality Screener - Intraday
Seasonality Comparison - Intraday
Earnings Analyser
Earnings Screener
Dividends Analyser
Dividends Screener
Event Analyser
Event Screener
Event Analyser - Intraday
Watchlists & Favorites
Create and Optimise
your Trading Strategies!
Portfolio Strategy Builder Features
Combine, Test and Perfect Your seasonal trading strategies for Maximum Profits.
Innovative Functions
The Portfolio Strategy Builder is a revolutionary tool designed to help traders test and optimize multiple seasonal trading strategies together.
By simulating the performance of a portfolio comprised of various strategies, you can gain invaluable insights into the quality, efficiency, and overall potential of your investment approaches.
Our tool empowers you to make data-driven decisions and refine your trading strategies for superior results.
By simulating the performance of a portfolio comprised of various strategies, you can gain invaluable insights into the quality, efficiency, and overall potential of your investment approaches.
Our tool empowers you to make data-driven decisions and refine your trading strategies for superior results.
Feature Highlights
Comprehensive Strategy Integration:
- Multiple Strategy Testing: Combine and test several seasonal trading strategies together to see how they perform as a portfolio. This integrated approach allows you to identify the best-performing combinations.
- Dynamic and Fixed Weighting Options: Customize the portfolio by applying dynamic or fixed weightings to strategies, allowing for tailored simulations based on your trading preferences.
In-Depth Backtesting Capabilities:
- Detailed Performance Metrics: Access key performance indicators (KPIs) such as win rate, Sortino ratio, drawdown, and profitability. These metrics help you evaluate the effectiveness of each strategy within the portfolio.
- Trade-by-Trade Analysis: Analyze individual trades within the portfolio to understand specific trade outcomes and refine strategies based on detailed performance data.
Advanced Analysis and Optimization Tools:
- Portfolio Strategy Time Span Chart: Visualize periods where your portfolio is more or less active with trades, helping you understand and optimize trading frequency.
- Interactive Charts and Graphs: Use interactive charts to toggle visibility of individual strategy performance, providing clear insights into portfolio development and strategy effectiveness.
Unlock the potential of your trading strategies with our Portfolio Strategy Builder.
Experience the power of integrating multiple seasonal strategies, detailed backtesting, and advanced analysis tools, all within an intuitive interface.
Monitor real-time performance, customize your strategy settings, and optimize your portfolio with ease.
Start your 7-day free trial today and discover how our tool can enhance your trading results, risk-free!
Portfolio Strategy Builder Structure
Define and Manage Your Seasonal Strategies
The structure of the Portfolio Strategy Builder consists of two parts.
The upper part is the definition area, where you define the seasonal strategies.
The other area shows the result of the portfolio backtest.
The upper part is the definition area, where you define the seasonal strategies.
The other area shows the result of the portfolio backtest.
Structure:
- Definition area
- Result area
The Portfolio Strategy Builder is divided into two distinct areas, providing users with an intuitive and streamlined experience.
The upper definition area allows users to clearly define and manage their seasonal strategies, while the lower results area presents detailed backtest outcomes, making it easier to analyze and optimize portfolio performance efficiently.
This design ensures that users can seamlessly switch between strategy setup and performance evaluation, enhancing usability and decision-making.
The upper definition area allows users to clearly define and manage their seasonal strategies, while the lower results area presents detailed backtest outcomes, making it easier to analyze and optimize portfolio performance efficiently.
This design ensures that users can seamlessly switch between strategy setup and performance evaluation, enhancing usability and decision-making.
Strategy Definition and Management
Define and Manage Your Seasonal Strategies
Easily create and manage multiple seasonal trading strategies. The upper part of the Portfolio Strategy Builder is dedicated to defining your strategies, allowing you to:
Screener Highlights:
- Add new strategies with a few clicks.
- Specify the timespan and historical data for each strategy.
- Adjust settings such as activation status and weighting.
Bullet Points:
- Create New Strategies: Simple interface for adding and managing strategies.
- Flexible Settings: Customize each strategy with specific timespans and historical data.
- Activation Control: Easily activate or deactivate strategies to test different scenarios.
Create Create New Strategies:
In the Portfolio Stratgy Builder you can create a new empty strategy or copy an existing strategy and customise it to suit your requirements.
The following steps:
- Select a stock
- Per drag & drop simply define the entry and exit of the backtest
- Receive a backtest that shows you the hit rate and other key performance indicators and statistics
- Refine your analysis with the filter options
Strategy Settings:
- Strategy Name: The name you assign to the strategy for easy identification within the portfolio.
Adding strategies to the portfolio:
Our user-friendly interface allows you to add individual strategies to the Portfolio Strategy Builder at various points in our platform and analysis tools.
- Seasonality Analyser: Adding a seasonality analyser result to a portfolio
- Seasonality Screener: Adding a seasonality screener result to a portfolio
- Directly: add an instrument directly to a portfolio
Step-by-Step Guidance: Follow simple instructions to create, manage, and analyze strategies, supported by comprehensive guides and tutorials.
The Portfolio Strategy Builder has a detailed help system in which all steps are described in a comprehensible manner.
The Portfolio Strategy Builder has a detailed help system in which all steps are described in a comprehensible manner.
Flexible Settings:
Here is a comprehensive list of strategy settings available in the Portfolio Strategy Builder, along with brief descriptions of each:
Various seasonal patterns can be simulated as a portfolio in the portfolio strategy builder.
Different settings can be defined for each strategy.
Different settings can be defined for each strategy.
- Time Span: Defines the historical period over which the strategy will be backtested (e.g., last 5 years, 10 years).
- Activation Status: Allows you to activate or deactivate the strategy within the portfolio without removing it.
- Weighting Type: Allows you to activate or deactivate the strategy within the portfolio without removing it.
- Dynamic: Weighting is calculated based on the number of overlapping strategies. Each strategy shares equal parts.
- Fixed: You set a specific percentage of the portfolio value for the strategy.
Comprehensive Backtesting
Comprehensive Backtesting for Accurate Results
Run detailed backtests to see how your strategies perform together. Our tool provides comprehensive data through various tabs, enabling you to:
- View overall portfolio performance and individual trades.
- Analyze key figures like win rate, Sortino ratio, and drawdown.
- Use interactive charts to visualize portfolio development and trade performance.
Bullet Points:
- Analysis chart: Each strategy can be shown and hidden interactively.
- Detailed Backtests: In-depth analysis of portfolio performance.
- Key Figures and KPIs: Access crucial metrics for each strategy.
- Detailed Tradelist: Each trade is displayed including weighting and KPIs.
- Interactive Charts: Visualize performance with clear, detailed charts.
Advanced Analysis and Optimization:
Overview tab
The analysis chart shows the percentage increases of the individual trades, which are included in the result with their weighting.
It does not show the portfolio development of the strategy. The portfolio development is shown in the Backtest tab.
- Percentage increases of the individual trades
- Display the individual results of each strategy
- Important key figures of the backtest
Advanced Analysis and Optimization:
Backtest tab
The backtest tab shows the performance of the overall portfolio and individual trades, as well as all backtest key figures.
The ‘Summarised profit’ chart shows the performance of the portfolio.
The ‘Profits and losses’ chart shows the performance of each individual trade.
The ‘Summarised profit’ chart shows the performance of the portfolio.
The ‘Profits and losses’ chart shows the performance of each individual trade.
- Summarised profit
- Profits and losses
- Key figures of the backtest
Advanced Analysis and Optimization:
Statistics tab
This tab shows the KPIs of the individual strategies in the portfolio.
The four charts show the win rate, the sortino ratio, the drawdown and the profitability of each strategy.
Below this, the strategies and their KPIs are listed again in a table.
The four charts show the win rate, the sortino ratio, the drawdown and the profitability of each strategy.
Below this, the strategies and their KPIs are listed again in a table.
- KPIs of the individual strategies
- Charts show the win rate, the sortino ratio, the drawdown and the profitability
- Strategies and their KPIs
The information will help you to put the quality of each strategy in relation to every other strategy.
The optimisation of your portfolio is a core task of the Portfolio Strategy Build to determine the best strategy for your requirements.
The optimisation of your portfolio is a core task of the Portfolio Strategy Build to determine the best strategy for your requirements.
Advanced Analysis and Optimization:
Trades tab
This tab shows all trades that were realised in the backtest. Here you can see in detail how the results of each trade turned out.
If your strategies have a ‘dynamic’ portfolio weighting, you can see here which weighting was assigned to each trade.
If your strategies have a ‘dynamic’ portfolio weighting, you can see here which weighting was assigned to each trade.
- All trades
- Detail results per trade
- Strategies weighting
Unlock the potential of your trading strategies with our Portfolio Strategy Builder.
Experience the power of integrating multiple seasonal strategies, detailed backtesting, and advanced analysis tools, all within an intuitive interface.
Monitor real-time performance, customize your strategy settings, and optimize your portfolio with ease.
Start your 7-day free trial today and discover how our tool can enhance your trading results, risk-free!
Get full access as a member!
Seasonality.Ai
Identifying trading & investment opportunities has never been easier.