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Portfolio Builder

The Portfolio Builder lets you combine multiple algorithms into a single risk-managed strategy, validate it across seven analysis views, then deploy it live to a connected account — all from one page.
[GIF placeholder: Portfolio Builder full walkthrough]

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Getting started

1

Open Portfolio

Go to dash.hextrade.io/portfolio from the sidebar.
2

Add algorithms

Click the Portfolio Builder panel to expand it. Select algorithms from the list, set contract sizes, and toggle each one on or off.
3

Set starting balance

Enter the account balance you want to simulate against. This scales the equity curve and metric calculations.
4

Analyse across all tabs

Use the seven tabs to validate behavior before going live.
5

Optimize, then deploy

Run the optimizer for a suggested allocation, apply it, and deploy to your target account.
[Image placeholder: Portfolio Builder panel with algorithm selector]

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Tabs

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Cumulative P&L

Displays the combined equity curve and drawdown profile for your selected algorithm mix.
[Image placeholder: Cumulative P&L chart with drawdown overlay]
Use it to:
  • Evaluate smoothness and recovery speed after losing periods.
  • Compare different time ranges (ALL, 6M, 3M, custom).
  • Save snapshots to compare two portfolio versions side by side.
  • Spot whether performance depends on a narrow date window.
Best practice: Prefer stable long-run curves over short spikes. Assess drawdown tolerance before optimizing for return.

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Calendar

Shows daily and monthly P&L distribution across your strategy mix.
[Image placeholder: Portfolio calendar heatmap]
Use it to:
  • Identify clusters of winning or losing days.
  • Spot whether results concentrate in a specific narrow period.
  • Validate consistency month over month before deploying.
This is the Portfolio day-level calendar. For macro economic events, see Calendar.

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Analytics

A metric dashboard summarising the quality of your selected allocation.
[Image placeholder: Portfolio analytics metric cards]
Key metrics covered: Workflow: Review drawdown metrics first, then return quality. Adjust allocations and re-check before moving to Simulations.
Portfolio Analytics evaluates your strategy mix. For live account performance, use Trading Analytics.

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Trades

A consolidated, sortable trade log across all enabled algorithms.
[Image placeholder: Portfolio trades table]
Use it to:
  • Audit which algorithms drive the most wins or losses.
  • Verify trade frequency matches expectations.
  • Cross-reference individual sessions with Cumulative P&L inflection points.
Troubleshooting signals:
  • Unexpected trade density → verify enabled algorithms and contract sizing
  • Outlier loss days → check Hedge and Correlation tabs for overlap
  • Weak consistency → test alternative allocations via Optimize

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Hedge

Identifies exposure overlap and hedge relationships between selected strategies.
[Image placeholder: Hedge tracker with overlap details]
Use it to:
  • Detect pairs that share heavy same-session exposure.
  • Understand whether your diversification is real or superficial.
  • Size complementary strategies more confidently.
Tip: Treat high same-session overlap as a risk signal. Review the Correlation tab alongside Hedge before running the optimizer.

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Correlation

Computes how selected algorithms move relative to each other across shared trading days.
[Image placeholder: Correlation matrix]
Reading the matrix:
  • Near +1: strategies tend to move together.
  • Near 0: weak or no relationship.
  • Near −1: strategies tend to offset each other.
Workflow:
  1. Identify highly correlated clusters.
  2. Avoid concentrating size in those clusters.
  3. Blend lower-correlation algorithms to improve diversification quality.
  4. Validate the result in Analytics.

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Simulations

Stress-tests your allocation under modelled uncertainty to show a range of possible outcomes.
[Image placeholder: Simulation distribution chart]
Use it to:
  • Estimate upside/downside probability bands.
  • Understand capital pressure under adverse scenarios.
  • Compare two candidate allocations under identical assumptions.
Simulations are model-based estimates, not predictions. Extreme or correlated market events can exceed any modelled scenario. Always apply conservative sizing when going live.

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Actions

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Import CSV

Load an algorithm allocation from a CSV file instead of configuring each one manually.
[Image placeholder: Import CSV modal]
  1. Click Import CSV in the builder header.
  2. Upload a correctly formatted file.
  3. Review the parsed rows and quantities.
  4. Apply, then validate across all tabs before deploying.

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Share

Export and share your portfolio configuration for collaboration or archiving.
[Image placeholder: Share portfolio modal]
  1. Build and validate your portfolio.
  2. Click Share.
  3. Send the output to your reviewer.
  4. Recipient imports and validates before going live.

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Clear

Removes all selected algorithms from the builder session.
[Image placeholder: Clear confirmation modal]
Clear cannot be undone. Use Share to save a copy of a promising configuration before clearing.

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Optimize

Analyses your current algorithm set and returns a suggested contract allocation to improve portfolio quality.
[Image placeholder: Optimizer suggestion bar with Apply button]
  1. Enable the algorithms you want included.
  2. Click Optimize.
  3. Review the suggested allocation and any recommended news-event filters.
  4. Check Cumulative P&L, Analytics, and Simulations.
  5. Click Apply to adopt the suggestion.
Guardrails: Optimization is decision support, not autopilot. Always validate the suggested allocation before deploying.

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Deploy

Applies your enabled portfolio to a target connected account so algorithms run live.
[Image placeholder: Deploy modal with per-algorithm status indicators]
Requirements before deploying:
  • At least one algorithm enabled in the builder.
  • A connected broker account. See Supported Brokers.
  • Premium subscription (required for deployment).
Deployment workflow:
  1. Validate across all tabs.
  2. Click Deploy.
  3. Select the target account.
  4. Confirm — each algorithm’s subscription is created or updated.
  5. Monitor live behavior in Accounts and Trading Analytics.
Live deployment executes real strategy risk on a real account. Start with conservative contract sizing and scale only after observing stable live behavior.