US and India, one terminal
Say what you want your money to do. We draft the plan, test it against its benchmark and run it on paper at real market prices, with AI analysts on every name and a grade on the book from Sarathi.
Research tooling, not investment advice. Backtests are simulations; nothing here is a recommendation.
| Part | Points | |
|---|---|---|
| Alignment with the model | 19.1 | |
| Risk fit | 24.2 | |
| Unjudged weight | 24.2 | |
| Concentration | 6.4 | |
| Cash reserve | 11.3 | |
| Results vs benchmark | not scored | |
| Sector drift | not scored | |
| sell | HPE | 3.4% → 0.0% | It ranks 163 of 490 among the names your portfolio configuration chooses from, past the top 45 I keep a held name in. Your configuration's model no longer holds it, so the next rebalance sells it. Selling all 58.04 shares: the 58.04 with a purchase lot and a stored close would realise a short-term loss of about 489 USD. All of it is long-term in 345 days. The other 0.00 have no purchase lot, so they're not in the figure. |
| sell | CRWD | 2.2% → 0.0% | It ranks 138 of 490 among the names your portfolio configuration chooses from, past the top 45 I keep a held name in. Your configuration's model no longer holds it, so the next rebalance sells it. Selling all 8.82 shares would realise a gain of about 285 USD, but its term is unknown: the shares came in as an opening balance, so I don't know how long they were held before that. |
| sell | AMD | 1.8% → 0.0% | It ranks 306 of 490 among the names your portfolio configuration chooses from, past the top 45 I keep a held name in. Your configuration's model no longer holds it, so the next rebalance sells it. Selling all 3.41 shares would realise a short-term loss of about 354 USD. All of it is long-term in 345 days. |
The platform’s own review, retrieved 22 Oct 2026, 22:49 UTC. Sign in and the same desk grades your book.
Counts as the platform reported them on 22 Oct 2026, 22:49 UTC.
How it works
Strategy Lab
Two demo portfolio configurations, one on each market, run under every strategy engine over the same history. The lab exists to say which strategies beat the index on that configuration and which did not, before a rupee or a dollar moves. What it found is below, as it is stored.
| Engine | Rank | CAGR | Sharpe | Max DD | vs index |
|---|---|---|---|---|---|
| Trend Regime | 1 | 17.1% | 1.06 | -8.0% | beat |
| Momentum‑Trend | 2 | 17.3% | 1.06 | -10.6% | beat |
| Engine 3 | 3 | 17.3% | 1.06 | -10.6% | beat |
| Engine 4 | 4 | 17.7% | 1.05 | -8.9% | beat |
| Engine 5 | 5 | 17.7% | 1.05 | -8.9% | beat |
| Engine 6 | 6 | 16.4% | 1.02 | -10.6% | beat |
| Engine 7 | 7 | 15.4% | 0.96 | -11.1% | beat |
| Engine 8 | 8 | 13.9% | 0.92 | -12.4% | beat |
| Engine 9 | 9 | 14.0% | 0.90 | -10.1% | beat |
| Engine 10 | 10 | 9.6% | 0.83 | -11.1% | lagged |
| Engine 11 | 11 | 7.4% | 0.75 | -9.8% | lagged |
| Engine 12 | 12 | 4.8% | 0.51 | -10.1% | lagged |
Every curve and figure above is a stored run, retrieved from the platform on 22 Oct 2026, 22:49 UTC. Engines whose curves coincide on a portfolio configuration are shown as the lab stores them. Names past the top two are withheld.
What it holds
Pick a group, then a surface, to see what it does and where it lives in the terminal.
Portfolio
Your portfolios and the portfolio configs they follow
Universe, sectors, risk profile, position count and cash reserve, with a composition panel showing what you can actually buy.
/portfoliosTry it freeUnderneath
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