Investment research · Public demonstrationFICTIONAL DATA

Overview

Interactive calculations on an example portfolio. All demo figures are fictional; the private workspace uses a separate data source.

Virtual portfolio value—
Cash available—
Invested—

Current allocation

Investments

Fictional sample prices

Analysis tools

Portfolio

Session-only virtual positions. Reset by refreshing the page.

Total value—
Cash—
Holdings—

Positions

Virtual transaction

Assumed 0.05% transaction fee; no real orders

ETF holdings overlap

Illustrative ETF weights, not actual fund holdings

Rebalancing plan

Target weights sum to 100% including cash. Suggestions only; no transactions.

Quant

Constrained minimum-variance allocation using simulated daily returns. Historical estimates are not real.

Analysis settings

276 simulated sessions · 1,800 Monte Carlo paths

Valuation

Illustrative discounted cash flow. All company financial statements below are invented.

Company DCF

Company peers

Unsupervised nearest-neighbor analysis using standardized fictional company fundamentals.

Five features: revenue growth, operating margin, net margin, free-cash-flow margin and debt/assets.

My workspace

Private · Sign in required

Sign in

Only the authorized owner account can sign in.

Public demonstration only. Synthetic holdings, prices, returns, and financial reports. No Alpaca integration, financial account, private data, or live trades. Public analysis uses separate simplified client-side calculations; private positions use the authenticated API.