Backtester
Total-return backtests with contributions, rebalancing, and FIRE-mode survival math.
The engine already supports BDC and CEF distributions, benchmark overlays, and a deterministic Monte Carlo withdrawal summary. This route stays operational and noindex, but now shares the same product rhythm as the public rollout.
Recommendation Case
Start from discovery, then edit the case here.
Launch a case from the screener or a ticker page to prefill the proposed action, then use the backtest lab to revise the case before generating the memo.
Scenario Builder
Recommendation Memo generation uses the live-data workflow gate. If any portfolio or benchmark symbol is still demo-backed or missing required datasets, the memo stays blocked.
Summary Statistics
Terminal Value
$208,058.01
CAGR
+26.03%
Max Drawdown
-0.49%
Survival Probability
100.0%
Demo mode uses normalized monthly sample data through 2026-03-31. Wire FMP, EDGAR, and FRED for production EOD snapshots.
Recommendation Memo
Client-ready output for the current scenario.
Run the memo action to check every portfolio and benchmark symbol against workflow readiness, then generate the Recommendation Memo only when the full path is trusted.