Getting started

Explore a sample household#

The fictional, read-only household shows how account placement and modeled tax effects fit together. The application does not copy its inputs into your household.

Run a portfolio example#

The portfolio example opens a completed comparison. Change one assumption, run it again, and compare the result. This example is available without signing in.

Read two parts of the result#

1. Compare how the same starting amount grew over the displayed dates.
2. Compare the drawdowns from each portfolio's prior peak. Higher ending wealth can come with deeper losses.

Check the result's date range and assumptions before comparing the numbers. A backtest describes one historical period. It does not forecast the next one.

Next: make one change#

Change one input in a portfolio, such as its start date, then select Run. Keep the other inputs unchanged so you can see the effect of that edit.

A saved analysis keeps its inputs and current result. When the calculation release changes, ArthaPilot uses those inputs to recalculate the result. A Library item stores a reusable definition, such as a portfolio or strategy. Find them in Saved analyses and Library.

The Portfolio Backtest guide explains cash flows, rebalancing, price modes, and allocation rules. Use the result's share actions when you want anyone with the link to view its inputs and results.

Follow the question into your accounts#

From the sample household, review its holdings, account types, and tax context. The data is fictional. Sign in to create your household and save a holdings snapshot dated to your balances.

Allocation drift monitors compare that snapshot with your targets. Update the snapshot when your holdings change. Review the monitor's data date before interpreting an alert.

For a taxable portfolio, continue with the tax-aware guide. It explains how modeled taxes can change the comparison.