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Compare

Put up to three saved portfolios side by side — same timeframe, same metrics, best value per metric starred — and see which construction actually holds up.

Compare answers the question the Builder can't: which of my constructions holds up across the board? It renders up to three saved portfolios side by side over one shared timeframe — same metrics, same charts — and stars the best value in every row.

Compare Portfolios: three portfolios side by side with best-per-metric starred

Adding portfolios

The Compare header: timeframe selector and Add Portfolio

+ Add Portfolio opens a picker with your saved portfolios (build and save them in the Portfolio Builder) and your uploaded backtests — picking an uploaded backtest materializes it into a saved portfolio first, so everything compared is a portfolio. Each slot gets a fixed color; the ✕ on a column removes it.

Each column header shows the portfolio's shape — strategies, contracts, save date — plus the evaluated date range. A partial-window warning appears when a portfolio's data covers less of the timeframe than the others: metrics over different effective windows are not a fair fight, and the header says so.

One timeframe for everything

The Timeframe selector (default 26W) applies to every metric and chart on the page — the same rolling windows (1W–52W) and calendar periods (1M–24M, Total) as everywhere else in the Workbench. An info strip above the table restates the active window so a screenshot can't mislead.

What "best" means

The star marks the best value per row: highest for return-type metrics, closest to zero for drawdown, lowest for margin and correlation, and none for trade count (sample size has no winner). A portfolio that collects stars across different kinds of rows — return, risk, capital — is genuinely dominant. One that only stars the return rows is just the most aggressive.

Details of every row and the overlay charts: Metrics table & overlays.

Disclaimer

Cashflow Engine is analytics and educational software — not financial advice, and not an investment adviser, broker, or signal service. It issues no buy or sell recommendations and never holds or manages your money. Trading options carries substantial risk, including the loss of your entire investment. All backtests, simulations, and performance figures are hypothetical, are shown for research purposes, and do not indicate future results. Do your own research, understand the risks, and consult a licensed professional where appropriate. Your account, your decisions, your responsibility.

Cashflow Engine · Sheridan, WY · terminal@cashflowengine.io