Documentation

First run

Read your first portfolio comparison

Follow the worked backtest, read its evidence, and change one assumption.

How-to

Add contributions and withdrawals

Set up recurring contributions or withdrawals in a backtest.

Reference

Look up a metric

Check what a result means and how it is measured.

Explanation

Understand the model

See how assumptions and methods affect a comparison.

Glossary

Look up a term

Read a plain definition of a term that a tool uses.

Getting started

Run a first portfolio backtest and learn the core terms used across the product.

Workspace

Manage saved analyses, Library items, and compare flows.

Verification suite

Review verification scenarios, parity checks, and known data caveats.

Glossary

Definitions for the platform's financial, statistical, and implementation terms.

Data Sources

Review the platform's data providers, update cadence, and known constraints.

Changelog

Track user-facing platform changes, modeling updates, and tool releases over time.

ChatGPT & Claude

Add ArthaPilot to ChatGPT or Claude and understand linked-account access.

Case study

Follow a tax-aware research workflow where a strong pre-tax result loses after tax.

Monitors

Understand strategy, drift, tax-loss, and household monitors, their cadence, and email alerts.

Plans & limits

See what each tool offers anonymously, with a free account, and with Pro.

Tax-aware backtesting

Learn the capital-gains, dividend, lot-handling, and tax-diagnostics assumptions used across simulations.

Ticker modifiers & research tickers

Modify ticker returns and save research tickers.

Metric Library

Choose which metrics appear in Portfolio Backtest and Strategy Builder results.

Signals

Understand signal types, how they evaluate market data, and how they flow into strategies.

Rebalancing

Reference the platform's rebalance modes, timing, drift controls, and assumptions.

Portfolio Backtest

Model portfolio allocations with cash flows, taxes, and rebalancing rules.

Strategy Builder

Create signal-driven tactical allocations, compare rule behavior, and save tactical analyses through the shared Workspace model.

Portfolio Optimizer

Learn how optimization objectives, constraints, and data assumptions shape candidate portfolios.

Monte Carlo

Understand the simulation model, assumptions, and how to interpret distributional outcomes.

Simulation model comparison

Compare simulation models and the assumptions that shape their outcomes.

Strategy Leaderboard

Browse curated strategy families, understand ranking metrics, and copy reusable definitions into your Library.

Asset Analyzer

Investigate asset behavior across drawdowns, rolling returns, correlations, and market-condition-sensitive views.

Factor Regression

Learn how factor exposure diagnostics work, how monthly and daily frequencies differ, and how to read alpha and betas.

Match Factor Exposure

Replicate a target fund's factor profile with long-only ETF weights and review achieved betas, tracking error, and residual alpha.

Principal Component Analysis

Understand covariance vs correlation PCA, explained variance, and loading interpretation for multi-asset analyses.

Signal Analyzer

Explore single, dual, and multi-signal analyses, saved analyses, and Library signal workflows for strategies and other tools.

Leveraged ETF Analysis

Learn how the Leveraged ETF Analysis tool models path dependence, decay, and volatility drag.

Rebalancing Sensitivity

See how different rebalance policies change turnover, drift, taxes, and long-run results.

Household

Set up a household for tax-aware backtests. Review per-account tax results, placement comparisons, and tax-loss-harvesting hints.

Tax rates

Reference current federal income tax thresholds and related planning context.

401(k): Pre-tax vs Roth

Model tax-rate assumptions and compare pre-tax versus Roth contribution choices.

AMT Calculator

Reference AMT concepts, inputs, and assumptions used by the calculator.

Compensation Planner

Project salary, equity vesting, bonuses, and benefits with stock price scenarios and tax estimation.

Retirement Planner

Plan retirement spending, withdrawal strategies, income streams, and spending adjustments with historical and Monte Carlo analysis.

Roth Conversion Planner

Build a multi-year conversion schedule and review the tax cliffs that limit each year.

Account Placement

Compare a baseline allocation with optimizer-selected account placement for a saved household.

Decumulation Studio

Jointly schedule Roth conversions and withdrawal sequencing across multiple years with explicit bracket, IRMAA, ACA, LTCG, NIIT, RMD, and 5-year-clock constraints.