Everything your portfolio needs.
From signal analysis to backtesting and risk assessment — one tool for every decision. Simple mode gives you clear ratings; Advanced mode gives you every detail.
Your portfolio on two levels.
In Simple mode you see a clear rating per position — Favorable, Neutral, or Cautious. In Advanced mode you see all 16 signals, the correlation matrix, and the sector allocation — exactly why a position is strong or weak.
- Signal heatmap: all positions × all signals at a glance — instantly see where there is consensus and where there isn't
- 16 indicators across 6 groups: Trend, Momentum, Oscillators, Volume, Macro/Credit, Volatility
- Composite score per position: weighted aggregation of all signals into a single rating (0-100)
- 5 analysis tabs: Signals, Risk, Correlation, Budget, and Overview
- Fund detail: all 16 signals individually, price charts with EMA/MA200 overlay, risk metrics, return distribution, portfolio fit, and trade history
- Daily update with automatic Crash Guard and VIX crash detection
Research-grade backtesting. Not just charts.
Would your strategy have survived the last 12 years? See exactly when it would have bought and sold, what it would have cost, and whether it would have beaten Buy & Hold — with an engine built to institutional standards.
- 12 independent time windows from 2012 to 2025 — each must pass on its own
- Leave-One-Year-Out: each year is fully excluded to detect overfitting
- Lookahead-safe: every decision is based only on information available at that point in time
- Equity curve, drawdown charts, trade log — optionally with transaction costs and tax simulation
- Sandbox mode: change parameters and immediately see how the result changes
- Automatic optimizer: systematic parameter search across 5 levels with Walk-Forward validation
Your personal safety net.
You define the maximum you are willing to lose — the tool monitors your budget automatically and shows you early on whether you are on track.
- Set your personal pain threshold: an absolute floor value in euros
- Quarterly checkpoints: see early whether you are on track or whether action is needed
- Buffer display: how much headroom do you still have until the floor?
- Risk decomposition: which position is driving the most risk in your portfolio?
- In Advanced mode: confidence interval, expected return, and configurable VaR timeline
Starting value
Your floor
Current
Buffer
VaR (95%)
Max Drawdown
Volatilität
Know where the risk lives.
Metrics that are normally only available to fund managers — for your entire portfolio and each individual position. See not just how much risk you have, but where it comes from.
- Value at Risk, Maximum Drawdown, and Volatility — at both portfolio and position level
- Risk contribution: which position drives what percentage of total risk?
- Correlation matrix: which positions move together — identify concentration risk
- Sector, country, and asset-type allocation with optional benchmark comparison
- Return distribution and VaR histogram per position
- In Advanced mode: Sharpe Ratio, Calmar Ratio, and risk-adjusted metrics
Set it up once, then sit back.
As soon as the signal picture for a position changes, you automatically receive an email. You don't need to check the dashboard every day — the tool will reach out when there is something to see.
More than just analysis.
Import, screening, alerts, and more — everything you need to stay on top of your portfolio.
Simulator & Stress Test
Test hypothetical portfolios against historical crises — COVID, 2022 inflation, Trump tariffs. See how changes affect your overall risk.
Discovery & Watchlist
Find and monitor new securities. The screener shows the signal picture for all tracked instruments — add interesting names to your watchlist and keep an eye on them.
Credit Early-Warning System
Bond markets often show stress weeks before equity prices react. We monitor this automatically across 4 regions and alert you when risks are building up.
Signal Configuration
Adjust EMA periods, thresholds, and signal weights to match your strategy. Every change is immediately reflected in the backtest — you see the impact right away.
Broker Import
PDF import from Trade Republic and Scalable Capital. Automatic recognition, deduplication, and FIFO matching. Portfolio imported in 2 minutes.
Simple vs Advanced
Both modes use the same engine. The difference: how much you see.
| Feature | Simple | Advanced |
|---|---|---|
| Health score per position | ✓ | ✓ |
| Rating (Favorable / Neutral / Cautious) | ✓ | ✓ |
| Strategy assignment (4 tiers) | ✓ | ✓ |
| Crash Guard & VIX detection | ✓ | ✓ |
| Risk overview (VaR, drawdown, volatility) | ✓ | ✓ |
| Loss budget with quarterly checkpoints | ✓ | ✓ |
| Sector, country, and asset-type allocation | ✓ | ✓ |
| Email alerts on signal changes | ✓ | ✓ |
| Broker import (PDF, CSV, manual) | ✓ | ✓ |
| Individual signals visible (16 indicators) | — | ✓ |
| Signal heatmap (all positions × all signals) | — | ✓ |
| Correlation matrix & Risk Contribution | — | ✓ |
| Chart overlays (EMA, MA200, RSI, MACD, ...) | — | ✓ |
| Backtest engine with Walk-Forward | — | ✓ |
| Sandbox: change parameters, see result immediately | — | ✓ |
| Adjust signal weights, EMA periods & thresholds | — | ✓ |
| Automatic optimizer (5 levels) | — | ✓ |
| Transaction costs & tax simulation | — | ✓ |
| Sharpe Ratio, Calmar Ratio & risk-adjusted metrics | — | ✓ |
Advanced mode can be activated at any time with a single click — no upgrade required.