Sourcetable’s portfolio management tools help you construct, optimize, and analyze investment portfolios.Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Portfolio manager
The portfolio manager optimizes allocation across assets to maximize risk-adjusted returns:- Sharpe ratio optimization — maximize return per unit of risk
- Minimum risk portfolio — find the allocation with the lowest volatility
- Target return — optimize for a specific return target while minimizing risk
- Ray Dalio Holy Grail — construct a portfolio using the diversification principles from Bridgewater’s All Weather strategy
Correlation analyst
Analyze the relationships between assets in your portfolio:- Correlation matrix — see how assets move relative to each other
- Pairs trading — identify correlated pairs for market-neutral strategies
- Diversification scoring — assess how well-diversified your portfolio is
Using portfolio management
Ask the AI:- “Optimize a portfolio of AAPL, MSFT, GOOGL, AMZN, and TSLA for maximum Sharpe ratio”
- “What’s the minimum risk allocation for these 10 stocks?”
- “Build a diversified portfolio based on the Holy Grail principle”
- “Show me the correlation matrix for my current holdings”
- “Identify pairs trading opportunities in the tech sector”
Backtesting
Test your portfolio strategy against historical data using the backtester:- Simulate performance over any historical period
- Compare against benchmarks (S&P 500, Nasdaq, etc.)
- Calculate Sharpe ratio, Sortino ratio, max drawdown, and CAGR
- Run multi-analyst combinations to blend fundamental, technical, and sentiment signals
- “Backtest a 60/40 stock/bond portfolio over the last 20 years”
- “Compare the Sharpe ratios of momentum vs. value strategies from 2015 to 2024”