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All categoriesBacktest ManagerRobustnessSend the strategies that pass to the Portfolio Builder
Send the strategies that pass to the Portfolio Builder

Once your reviews are done, send the strategies that survived the Monte Carlo check straight to the Portfolio Builder, which combines them into a portfolio. Strategies that failed are kept out on purpose.

Plan: Pro (€29 a month). New accounts get 14 days of Pro when they first sign in to the app.

Choose the strategies

  1. Click Robustness in the left-hand menu, then Reviews.
  2. Look at the Stages column. What counts here is the Monte Carlo verdict: PASS can always go; WARN only if you allow it (next section); FAIL, INSUFFICIENT and not run cannot.
  3. Tick the strategies you want.

Allow WARN strategies (optional)

  1. Click Filters.
  2. Under Robustness Filters, tick Include strategies Monte Carlo marked WARN or CAUTION (for portfolio selection).

Filters › Robustness Filters: Include strategies Monte Carlo marked WARN or CAUTION

The same panel filters the list by stage verdict, or to Passed both gates only.

Send them

  1. In the bar above the list, choose Send to Portfolio Builder from Bulk Actions.
  2. Click Apply. When every strategy is accepted, the app opens Portfolio › Goals so you can set your targets and build.

Three reviews ticked and Bulk Actions set to Send to Portfolio Builder

The strategies are now in Portfolio › Strategies, under Your strategy pool.

Portfolio › Strategies: the three strategies in Your strategy pool

If a strategy is not added

The app adds the ones it can and lists the others with the reason, for example "The Monte Carlo robustness check failed: too many of the varied runs lost their edge." Each is named by the first characters of its backtest's ID, so compare with the ones you ticked.

A strategy whose Monte Carlo failed is not added, with the reason

Good to know

  • The gate is the Monte Carlo verdict, not the review's conclusion. A strategy with a DIVERGENT cross-data check can still be sent if its Monte Carlo passed, so check the Conclusion column too.
  • To add a backtest without a review, use Results › Bulk Actions › Send to Portfolio Builder instead.
  • Building the portfolio (Generate AI Portfolio Recommendations on Goals) is in every plan; Free includes a monthly allowance of Portfolio Builder runs. Settings › Profile › This month's runs shows what is left. It resets on the 1st of each month.
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