Custom Builder
Hand-pick your own portfolio from any strategy in SIPS, validate it, and save it.
Custom Builder lets you hand-pick strategies and assemble your own portfolio, instead of relying only on Portfolio Builder. It is available if your plan includes Custom Builder.
The workflow
Add strategies
Use + Add to Custom Builder on Strategies (library rows and ranking cards), Strategy Performance, the strategy table in Portfolio Analysis, or Live Strategy Performance. Your basket is saved to your account.
Include or delete
Toggle Include to keep a strategy in the basket but leave it out of the current combination, or Delete to remove it.
Preview the combination
The Current Combination Preview updates live from the combined trades of exactly the strategies currently included.
Build / Refresh Analysis
Shows the full portfolio analysis for the combination. Nothing is saved at this step.
Validate
Checks the combination against your Portfolio Settings and your retained bank, and returns Strong, Warnings or Failed — see below.
Save
Save Custom Portfolio is the only step that creates a portfolio, with a permanent number such as PF-C001.
The draft table
Columns: Include, Strategy, Bank Reuse, Timeframe, Direction, PR Score, SD Score, Profit Factor, Win %, Return/DD, Trades and Delete. Bank Reuse always reflects the strategy’s current reuse across your retained bank.
Validation results: Failed means the number of included strategies doesn’t equal your configured strategies per portfolio, or a strategy has no trade data — it can’t be saved. Warnings means a Portfolio rule isn’t met or the combination is weak compared with your retained bank; you can still save after ticking an acknowledgement. Strong means it passes your rules and compares well with the bank (a retained bank is needed for this comparison).
Saving a Custom Portfolio
A saved Custom Portfolio never changes and its number is never reused. Saving exactly the same combination again returns the existing portfolio rather than creating a duplicate; a different combination gets a new number. Your basket stays as it is after saving.
Saved Custom Portfolios have a full Portfolio Analysis view, are listed under Custom in Portfolio Log, can be connected to MT5 from there, and are kept when you run Portfolio Builder again.