About ArthaPilot

Chapters

Transcript

1. 0:00ArthaPilot connects your household records, financial models, and saved results.
2. 0:06This household brings three accounts into one view. The different tax treatments, holdings, and lots stay attached. The overview shows combined value and target drift at the displayed pricing date.
3. 0:19Your work lives under Household, Workspace, and Monitors. The tools below are grouped by the job they do.
4. 0:29This tax profile supplies filing status, work state, and income. Its bracket assumptions carry into tax-aware tools.
5. 0:39Each account keeps its type, owner, and tax lots. Household members belong in the same setup. Tools reuse these saved records.
6. 0:50Findings highlights which household records or questions need attention.
7. 0:56This example flags a stale snapshot, tax opportunities, and target drift.
8. 1:01Each finding links to the tool that can investigate it.
9. 1:06These tools open with the saved household, so the same accounts and tax context carry into the analysis.
10. 1:15Portfolio Backtest replays an investment mix through market history. A prepared example compares two portfolios through the financial crisis. The workflow is inputs, run, results, and save.
11. 1:29Both portfolios share the same dates and rules. Only their allocations differ. One holds sixty percent stocks and forty percent bonds. The other holds forty five percent stocks, twenty five percent bonds, and thirty percent gold.
12. 1:44Run the comparison across the trading days from 2007 through 2012.
13. 1:50Both start from ten thousand dollars. The gold mix ends near sixteen thousand three hundred dollars. The stock-and-bond mix ends near twelve thousand nine hundred dollars. Compare the loss along the way before reading that gap.
14. 2:04Drawdown measures the drop from a previous high. The stock-and-bond mix was down thirty five and a half percent at its worst. The gold mix fell twenty eight point three percent. Its higher ending balance came with a shallower decline in this window.
15. 2:19Total return includes distributions, with monthly rebalancing and no inflation adjustment. These pretax results use the full historical window, with no holdout.
16. 2:31Transaction costs and market impact are excluded. Those omissions matter when comparing portfolios that trade differently. The historical window also determines which market events they experience.
17. 2:44Save this comparison with a descriptive name. Workspace stores the inputs beside the results.
18. 2:51Share or export from the result bar. A shared analysis replays the saved calculation. Export downloads the series and result metrics.
19. 3:01The tool's tutorial walks through a complete worked example.
20. 3:06Take a tour highlights the main controls in the tool.
21. 3:10Chapters and the transcript let you return to a specific explanation.
22. 3:15Workspace brings saved results from all your tools together.
23. 3:19This comparison now sits beside three planning runs in the example Workspace. Each can reopen in its tool, and related results can be compared.
24. 3:30Workspace also keeps reusable portfolios, strategies, tickers, and households. Their earlier versions remain available. Each saved analysis retains the version it used.
25. 3:42Monitors follow the household between your visits.
26. 3:46This household has three: allocation drift, tax-loss opportunities, and wash-sale windows. Each monitor shows what it watches and its notification settings.
27. 3:56The Strategy Leaderboard provides public research examples. Curated strategies run through the same historical engine. A shared window makes their return and risk figures comparable.
28. 4:09A strategy row opens its rules and current signal, with an option to copy it into your Library. The signals page collects current states from published strategies.
29. 4:20Docs collects each tool's reference, methodology, and tutorial for later use.
30. 4:27Start with a prepared example in Portfolio Backtest. Save the result, change one allocation, and compare the new result.