Leveraged Portfolio Backtester · Monthly Simulation · v20260410-direct-price
Portfolio Simulator
Enter symbols + allocations. Set any start month from 1970 to present. Monthly data loaded from yahoo_data.json. Unknown symbols resolved via AI. $25k equity + $25k loan by default.
Built-in annual data:
GC=F IOO BTC-USD
IEM.AX VAS.AX DJRE.AX
DJP CN10YR 000922.SS
No yahoo_data.json
Portfolio Configuration
Quick presets
50/50 IOO+Gold
7-Asset Port C
China 4-Asset
20/40/20/20
Assets & Allocations
Symbol Alloc % Color
Total allocation
0%
+ Add asset
Simulation Period
Loan & DCA Settings
▶ Run Simulation
Results
Equity Growth — month by month
Solid line = gross equity (portfolio − principal, excl. accumulated interest) · Dashed = final equity (gross − interest). DCA trigger & drawdown use gross equity. ◆ = DCA injection.
Monthly Return & ATH Drawdown
■ monthly return (left axis) · ─ drawdown from ATH (right axis) · ● DCA triggered
Year-by-Year Breakdown