Build Your Multi-Strategy Portfolio
With Institutional Rigour
Choose the plan that fits your strategy. Explore the core IOO + Gold benchmark for free, or unlock the full suite of systematic quantitative strategies with Standard access.
- IOO + GOLD 50/50 Strategy with dynamic tolerance-band rebalancing
- Historical simulation from 1970 with monthly return precision
- Mortgage offset cash modeling & smart DCA drawdown triggers
- Local browser storage (Guest) or Cloud Sync across all your devices on sign-up
- Advanced Strategies (HK A/H Timing, ASX Momentum, Nasdaq Trend, Bitcoin Band)
- Multi-strategy custom portfolio combining
- Data export (JSON configuration & Excel spreadsheets)
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All 5 Systematic Strategies Unlocked:
• IOO + GOLD 50/50 Strategy
• HK A/H Valuation Discount Timing (12 Dual-Listed Pairs)
• Australian S&P/ASX ATH Momentum Breakout
• US/AU Nasdaq-100 200-Day SMA Trend Following
• Bitcoin 5% Asymmetric Convexity & Dynamic Band - Custom Multi-Strategy Portfolio Mixing: combine all 5 strategies with customizable weights and combined equity curves
- Cloud Sync: your portfolio and strategy configurations are automatically saved in the cloud and available across all devices
- Full Data Export: Export complete strategy JSON configurations and backtest trade execution logs in Excel (.xlsx) and CSV
- Intra-strategy & portfolio-level automated rebalancing engine
- Priority updates as new markets, assets, and quantitative pillars launch
Feature Comparison
Compare every capability side-by-side
| Feature | Free | Standard (A$5/mo) |
|---|---|---|
| Monthly Price Simple and transparent pricing | A$0 | A$5 / mo |
| IOO + GOLD 50/50 Strategy Dynamic tolerance band rebalancing | ✓ Included | ✓ Included |
| Hong Kong A/H Valuation Discount Timing 12 dual-listed pairs with 80th percentile entry & HSI filter | — | ✓ Included |
| ASX ATH Momentum Breakout Strategy 252-day high breakout with 3-tier stop loss and cash sweep | — | ✓ Included |
| US/AU Nasdaq-100 Trend Following 200-day SMA systematic filter on QQQ / NDQ | — | ✓ Included |
| Bitcoin Dynamic Allocation Band 5% asymmetric allocation with SMA filter | — | ✓ Included |
| Multi-Strategy Combined Portfolio Combine multiple strategies into unified equity & drawdown curves | Single Strategy | ✓ Up to all 5 strategies |
| Configuration Persistence Save strategy weights, cash, and DCA parameters |
Local cache (Guest) Cloud sync (Sign up) |
✓ Saved in the cloud & across all devices |
| Export Strategy JSON Export strategy configurations for backup or automation | — | ✓ Included |
| Export Executed Trades (Excel .xlsx / CSV) Multi-sheet Excel workbook with trade logs and strategy status | — | ✓ Included |
| Historical Data Range Tested against real market data | From 1970 | From 1970 |
| Mortgage Offset & Smart DCA Tax-effective cash yield and drawdown dip allocation | ✓ Included | ✓ Included |
Frequently Asked Questions
Everything you need to know about Wealth Quest Lab memberships
Can I use the simulator without signing up?
Yes! Guest visitors can immediately run simulations using the IOO + GOLD 50/50 benchmark strategy. Your parameters and preferences are saved locally in your browser cache.
How does Cloud Sync work?
When you create a free account or subscribe to Standard, your portfolio allocations, strategy parameters, and cash settings are automatically saved in the cloud and synced seamlessly across all your devices.
What extra strategies do I get with Standard?
Standard members unlock Hong Kong A/H Valuation Discount Timing (12 stocks), S&P/ASX ATH Momentum Breakout, US/AU Nasdaq-100 Trend Following, and Bitcoin Dynamic Band Rebalancing, plus the ability to combine them into a single custom portfolio mix.
What data export formats are supported?
Standard members can export the complete strategy configuration as a portable JSON file, or download executed trade records and strategy status as an organized multi-sheet Excel spreadsheet (.xlsx) and CSV.
Can I cancel anytime?
Yes, you can cancel your Standard subscription at any time with no lock-in contracts or cancellation fees. Your Standard access will remain active until the end of your billing cycle.
Are the historical metrics real market data?
Yes. Every simulation runs against actual month-by-month historical close prices sourced from Yahoo Finance dating back to 1970, rather than synthetic backfilled approximations.
Ready to optimize your portfolio?
Join Wealth Quest Lab today. Test institutional-grade asset allocation and quantitative momentum strategies with zero guesswork.