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Build custom multi-system portfolios from the Capstone strategy library and adjust weights across markets.
Research tool · Microsoft Excel
Portfolio Calculator
The Capstone Portfolio Calculator is a legacy Excel workbook for combining Capstone trading systems, reviewing hypothetical portfolio performance, and stress-testing allocations before you deploy capital.
This is the original spreadsheet-based research tool. For interactive browser analytics, use Portfolio Metrics Lab.
Download the Excel workbook
Open in Microsoft Excel on Windows or Mac. Enable macros only if your licensed copy requires them. Results are hypothetical and for research purposes.
Upload the spreadsheet in the theme editor (Portfolio Calculator section) or contact us for access.
Hypothetical performance has limitations. Past results are not indicative of future performance. See our Terms and Disclaimer.
What you can do in the workbook
Review performance stats
View equity curves, drawdowns, monthly returns, Sharpe ratios, and trade-level summaries for research.
Compare allocations
Test different capital allocations and contract mixes against historical data before subscribing to systems.
Align with model portfolios
Cross-check custom mixes against Capstone model portfolio licenses and individual trading systems.
Portfolio Calculator vs Portfolio Metrics Lab
Portfolio Calculator (Excel)
- Legacy Microsoft Excel / .xlsb workbook
- Offline research on your computer
- Included with All Strategy Access subscriptions
- Best for spreadsheet-centric workflows
Portfolio Metrics Lab (browser)
- Live in-browser analytics
- Side-by-side portfolio comparison
- Always uses the latest Capstone data feed
- Open Portfolio Metrics Lab →
Need help choosing a portfolio?
Compare model portfolio licenses, review performance pages, or reach out before you subscribe.