Portfolio Comparison
Review and compare every retained portfolio from your latest Portfolio Builder run.
Portfolio Comparison shows the full retained portfolio bank from your latest completed Portfolio Builder run — every number is loaded from that run.
What you see
- Build Summary — portfolios created, strategy coverage, strategy concentration and portfolio diversity.
- Portfolio Universe — market diversification, asset class mix, strategy reuse distribution and portfolio independence.
- Top Reused Strategies — the strategies used most across the bank, with their Bank Reuse.
- Portfolio Intelligence and Top 5 Diversification — see below.
- All Portfolios — a searchable, filterable, sortable table of every retained portfolio (sort options include SIPS Builder rank and Net Profit), with a Bank Reuse Mix column.
- A Portfolio Heatmap link in the header for a visual view of the bank.
On each row, the eye icon opens Portfolio Analysis. If your plan includes Portfolio Sets, the orange + adds the portfolio to a temporary selection you can take into Build Custom Set (see Portfolio Sets); that selection isn’t saved and clears when you reload.
Top Ranked / Balanced / Aggressive
Three panels list the retained bank by one real measure each: Top Ranked (by SIPS Engine rank), Top Balanced (by Stability) and Top Aggressive (by Profit Factor). They are ranked lists — not a “which type of trader are you” classification or a recommendation.
Top 5 Diversification
A pairwise overlap analysis of the top five ranked portfolios — how genuinely different they are from one another, rather than assuming five different ranks means five different portfolios.