Portfolio & Slots — combining multiple strategies
The Slot Bar (the 5-slot strip at the bottom of the Visualize / Backtest / Portfolio pages) groups a set of strategies to view together as a portfolio — pick results that already passed criteria and check whether combining multiple strategies actually diversifies risk.
- Fill a slot — Drag a backtest result from the left sidebar into an empty slot — the slot remembers that result's strategy + timeframe and persists across reloads
- Remove one — The ✕ button on the slot
- Markers on the chart — A filled slot overlays its trade markers on the Visualize page's chart — if there's no backtest result yet for that TF, it shows "No backtest data"
- The Portfolio page — Overlays the equity curve of every slot on one chart, plus a drawdown chart and a monthly-returns heatmap — all driven by the view mode you pick (see below)
- View modes — Four modes switch what the charts show:
- Overlay % — each slot's return rebased to its own starting capital, drawn as a separate line (the default; capital sizes don't distort the comparison)
- Overlay $ — the same lines in raw dollars instead of %
- Combined % (Pro) — one blended curve: each slot's per-bar return is equal-weighted and compounded, so the result is immune to slots having different initial cash
- Combined $ (Pro) — one curve summing the raw dollar equity of every slot. This is dollar-weighted: a slot tested with more capital counts for more. When active slots have different initial cash a banner says so — use Combined % to compare them equally
Full workflow: build in Builder → run in Backtest until PASS → drag into Slot → see the overview in Portfolio — a complete research loop without ever leaving the system.