New-market-data reruns
Apply the saved portfolio rules to every new period without rebuilding the comparison.
PORTFOLIO MONITORING / FUTURE DATA
Monitor a saved portfolio as new market data arrives.
Automatically re-run its comparison and get notified when risk changes or the original conclusion weakens.
NEW DATA SINCE SAVED BACKTEST3checks
REVIEWALLOCATIONRISKRELATIVE RESULT
01 / CONCLUSION UPDATE
The gold variant still has a shallower drawdown, but its ending value gap versus the base portfolio widened this month.
WHAT PORTFOLIOCOMPARE KEEPS WATCHING
Turn a one-time backtest into an ongoing check.
Relative performance
See whether the gap between the base portfolio and its variant strengthened, narrowed, or reversed.
Risk-range change
Detect when drawdown, volatility, or recovery behavior moves outside the range observed in the saved backtest.
Allocation and rule drift
Check whether weights or the rebalance schedule have moved away from the portfolio rules the user saved.
AUTOMATIC CHANGE NOTIFICATIONS
Return only when something meaningful changed.
PortfolioCompare summarizes the event in plain language and links directly to the affected comparison. Notifications are portfolio updates—not buy or sell signals.
Gold weight moved above its saved range
Portfolio reached a deeper drawdown band
The variant advantage declined this month
Scheduled portfolio review date reached
01Save portfolio and comparisonBASELINE
02Run scheduled data checksAUTOMATIC
03Detect a material changeFILTERED
04Notify and reopen comparisonRETURN
THE CONTINUOUS REVIEW LOOP
Save once. Return when the evidence changes.
Scheduled reruns create a reason to return without asking users to watch markets every day. Every alert preserves the previous result, the new result, and the data that caused the difference.
MONITOR A SAVED PORTFOLIO
Keep testing the conclusion after the first backtest.
Turn a one-time result into a continuous process that can update, explain, and preserve what changed.
Start with an investment idea