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PORTFOLIO CALCULATOR

The Portfolio Calculator is a database of the trading systems developed by Capstone Trading Systems. The hypothetical results for all individual trading systems and historical portfolios are listed. This tool can be used to test "what-if" scenarios to see hypothetical results for any combination of existing trading system.

 

These strategies have been developed over 20+ years and include slippage and commission to account for transaction costs. Additional filters for FOMC Day and strategy characterizations (ex: trend, countertrend) can also be used to build portfolios of trading systems.

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PORTFOLIO CALCULATOR CUSTOMIZATIONS & TRAINING

The Portfolio Calculator is a Microsoft Excel tool that includes the hypothetical end of day profit and loss for all Trading Systems including slippage and commission. It can be used to determine the combined performance of individual trading systems on an end of day basis.

The Portfolio Calculator includes all of the Market Portfolios and Trading Systems and can also be used to customize portfolios by selecting groups of individual strategies to determine the performance including total net profit with the ability to assess potential risks including maximum historical drawdowns.

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