Portfolio Builder

The Portfolio Builder turns the strategies you added in the Strategy Browser into a single analyzable unit. One page, three sections in one scroll: Composition (the strategy table), Portfolio Metrics (nine KPI cards), and Analytics (the charts).

The header, left to right

• Portfolio name — click to rename inline. Below it: when it was last saved, how many strategies and contracts it holds, and Data as of — the most recent trading day in the dataset the metrics are computed from.
• Period — the analysis window for everything on this page (same rolling and calendar options as the Browser; default 26W). The performance columns in the table carry a badge showing the active period.
• Account size — dollar input that drives the margin-percentage figures and seeds the Monte Carlo's initial capital. It follows the Strategy Browser's buying-power setting until you edit it here, which pins it.
• Load / Import / Save As / Save Portfolio — portfolio management, covered in Saving, loading & sharing.
• Export — the export menu, covered in Exports & Integrations.

The two tabs

• Build & Analyze — everything on this page.
• Monte Carlo — the stress-testing tab, covered in its own section: Stress Testing — Monte Carlo.

The three sections

1. Composition — every strategy as a row: contracts, on/off, per-strategy metrics, margin share. Fully explained in The composition table.
2. Portfolio Metrics — nine cards computed from the combined daily equity of the enabled strategies. Explained card by card in Portfolio Metrics.
3. Analytics — equity curve vs. SPX, drawdown profile, margin usage, monthly returns, correlation, and entry-time × weekday P/L. Explained chart by chart in Analytics charts.

The point of the page is the difference between sections 1 and 2: per-strategy numbers describe the parts, the Portfolio Metrics describe the whole — and with good (low-correlation) construction, the whole drawdown profile can be meaningfully calmer than any part suggests.