Leveraged Portfolio Backtester · Monthly Simulation · v20260410-direct-price

Portfolio Simulator

Enter symbols + allocations. Set any start month from 1970 to present. Monthly data loaded from yahoo_data.json. Unknown symbols resolved via AI. $25k equity + $25k loan by default.

Built-in annual data: GC=FIOOBTC-USD IEM.AXVAS.AXDJRE.AX DJPCN10YR000922.SS No yahoo_data.json

Portfolio Configuration

Quick presets

Your equity ($)

Borrowed money ($)

Assets & allocations

SymbolAlloc %Color

Total allocation 0%

Simulation period

Start month

Start year

End month (optional)

End year (optional)

Loan & DCA settings

Loan rate % p.a.

Max borrow/yr ($)

Max borrow/mo ($)

Rebalance frequency

DCA drawdown trigger %

Equity Growth — month by month

Solid line = gross equity (portfolio − principal, excl. accumulated interest) · Dashed = final equity (gross − interest). DCA trigger & drawdown use gross equity. ◆ = DCA injection.

Monthly Return & ATH Drawdown

■ monthly return (left axis) · ─ drawdown from ATH (right axis) · ● DCA triggered

Year-by-year breakdown