Set capital, see how the optimizer allocates dollars, and track simulated P&L.
Starting capital — scales every dollar figure
What produced these weights
5 positions · click column to sort · dollar values at $100.0K notional
| # | Name | Sector | Weight ▼ | Alloc | P&L | P&L % | vs Cap |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Tech | 20.00% | $20,000.00 | +$8,228.44 | +41.14% | |
| 2 | HD | Consumer | 20.00% | $20,000.00 | +$8,529.43 | +42.65% | |
| 3 | BAC | Finance | 20.00% | $20,000.00 | +$12,628.58 | +63.14% | |
| 4 | NFLX | Tech | 20.00% | $20,000.00 | +$13,425.43 | +67.13% | |
| 5 | KO | Consumer | 20.00% | $20,000.00 | +$8,507.99 | +42.54% |
Concentration metrics and constraint utilization
How funded P&L is computed in the lab
Assumptions & limitations
Simulation. Each position is initialized at weight × notional and marked daily using the same per-asset return series as the rest of the lab. No transaction costs, slippage, or taxes. Not investment advice.
Distinct from other tabs. Performance shows cumulative portfolio value vs benchmarks on a normalized scale (rescaled to your notional). Risk adds VaR, correlation, and stress views on the same book.
Showing synthetic stand-in — click Load to fetch historical prices (2024-08-13 → 2026-08-13).
Pick a list to inspect or apply. Save your own selections using "+ Save current" above.
| # | Symbol | Sector | μ ann. | σ ann. |
|---|---|---|---|---|
| 1 | AAPL | Tech | -10.0% | 9.9% |
| 2 | MSFT | Tech | 8.1% | 10.7% |
| 3 | GOOGL | Tech | 8.6% | 9.6% |
| 4 | AMZN | Tech | 17.8% | 10.4% |
| 5 | META | Tech | -2.5% | 11.5% |
| 6 | NVDA | Tech | 7.0% | 10.5% |
| 7 | TSLA | Tech | 8.6% | 7.1% |
| 8 | JPM | Finance | 7.0% | 6.7% |
| 9 | V | Finance | 4.3% | 10.0% |
| 10 | JNJ | Health | 3.5% | 12.0% |
| 11 | PG | Consumer | 13.2% | 7.9% |
| 12 | UNH | Health | -0.4% | 9.6% |
| 13 | HD | Consumer | 18.3% | 10.7% |
| 14 | MA | Finance | 20.3% | 12.5% |
| 15 | BAC | Finance | 24.9% | 9.1% |
| 16 | DIS | Consumer | 3.0% | 11.3% |
| 17 | NFLX | Tech | 26.2% | 10.2% |
| 18 | KO | Consumer | 18.0% | 6.8% |
| 19 | PFE | Health | 4.5% | 10.3% |
| 20 | CVX | Energy | -4.8% | 11.9% |