Portfolio Quick Start

MarketHeist Portfolio lets you analyze and build asset-allocation ("lazy") portfolios — a mix of index funds held at fixed target weights and rebalanced periodically — with decades of real history. No account required.

Open it at marketheist.io/portfolio.

1. Start from a template or a blank slate

Pick a proven model portfolio — All Weather, Golden Butterfly, Permanent Portfolio, Bogleheads 3-Fund, a classic 60/40, and more — or start blank and add your own holdings. Each template loads with its published allocation.

2. Customize the allocation

Add or remove holdings (any Yahoo Finance ticker — VTI, BND, GLD, VXUS, …) and set each one's target weight. Weights are percentages; the builder keeps them summing to 100. Choose a rebalancing cadence — none, monthly, quarterly, or yearly.

3. Read the analysis

The results update instantly:

• Headline metrics — CAGR, max drawdown, volatility, Sharpe, Sortino, and how $10,000 would have grown.
• Growth & drawdown charts over the full available history.
• Allocation donut and asset-class breakdown (stocks / bonds / commodities).
• Correlation matrix — see whether your holdings actually diversify each other.
• Per-holding and rolling-window statistics.

4. Go beyond fixed weights

An allocation line can be more than a single fund. Drop in a backtested strategy or another portfolio as a holding, add a rotation that ranks a set of holdings and rotates into the strongest, or wrap the whole portfolio in a trend-filter overlay. See Building Blocks.

5. Compare and share

Put two or three portfolios side by side to compare risk and return, and use Share to create a link that renders the full analysis for anyone.

Ask an AI assistant instead

Every portfolio here can also be analyzed from Claude or another AI assistant via the MarketHeist connector — just ask "How has the Golden Butterfly performed, and how does a 70/30 VTI/BND compare?" See Connect via AI (MCP).

Next

• How It Works — the data, proxy-extended history, and how metrics are computed.
• Building Blocks — strategy & portfolio sleeves, momentum rotations, and trend-filter overlays.
• Weighting & Risk Methods — where your risk comes from, and one-click risk-based weighting.

Research and education only — not investment advice.