Compare on the same basis
Review a consistent period and supported benchmarks. Check whether the series represent model, hypothetical or live results.
Portfolio Studio
See the pieces.Understand the whole.
Compare strategies, examine the underlying exposures and explore how a hypothetical portfolio changes with your choices.
Explore first. Trading begins only after you activate.
SquaredQ / Form & function
Start with allocation
Every weight
changes the picture.
A portfolio is more than a list of products. Changing a weight changes the exposure to a strategy’s underlying holdings. Use this simple illustration to see how allocations and unallocated capital fit together.
In the app, Portfolio Studio adds historical strategy data, timeframes and benchmark comparisons to your planning workflow.
Explore an allocation
Illustration only90% allocated · 10% unallocated
Fictional strategies. This illustration explains weighting; it does not calculate returns, recommend a portfolio, save a plan or activate trading.
Inside Portfolio Studio
Research with context.
Look through the names
Inspect the asset breakdown and repeated holdings. A prebuilt portfolio can overlap with individual strategies you add.
Keep the plan separate
Save and revisit your hypothetical plan in the app. Your live MyAlgo configuration and activation remain separate decisions.
Research has limits
A simulation is
an explanation.
Historical data and selected assumptions can help you explore a question. They cannot reproduce every future market, broker rule, fill or cost.
Changing hypothetical leverage or risk settings does not change your live account. Review each configuration separately.
Backtesting versus live performance
SquaredQ / Form & function
Questions, answered
A few things worth knowing.
What is Portfolio Studio?
Portfolio Studio is a planning tool for comparing strategies and exploring hypothetical combinations. You can select a period, initial amount and weights, compare supported benchmarks and save a plan in the app. A simulation is separate from the configuration used for live trading.
Are a backtest and a live return the same thing?
No. A backtest models what a set of rules would have done on historical data. Live results reflect actual accounts, orders, fills and costs. Portfolio Studio produces hypothetical results. Neither backtests nor live historical results guarantee a future return.
Can I combine individual strategies with a prebuilt portfolio?
You can select available products, but a prebuilt portfolio may already include individual strategies you also select. Review underlying holdings and overlap: adding more product names does not necessarily add independent exposures.
Does simulated leverage change my live settings?
No. A hypothetical setting in Portfolio Studio is not an instruction to the live execution environment. Live permissions, allocations and available risk controls must be reviewed separately in MyAlgo.
The journal
Go a little deeper.
More strategies. Check the overlap.
Understand fixed-capital allocations, percentage-of-NAV sizing and repeated exposures across strategy products.
Read the story
A backtest is a starting point.
Learn the differences between modeled returns, hypothetical portfolios and actual brokerage-account performance.
Read the story
Read beyond the return.
A clear sequence for reading a strategy factsheet: thesis, construction, risk, execution and evidence.
Read the storyYour next step
Your next step is in the portal.
Create an account to explore detailed factsheets and choose a strategy subscription.