> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hextrade.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Builder

> Build, test, and deploy multi-algorithm portfolios with Hextrade's Portfolio Builder.

# 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]

***

## Getting started

<Steps>
  <Step title="Open Portfolio">
    Go to [dash.hextrade.io/portfolio](https://dash.hextrade.io/portfolio) from the sidebar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set starting balance">
    Enter the account balance you want to simulate against. This scales the equity curve and metric calculations.
  </Step>

  <Step title="Analyse across all tabs">
    Use the seven tabs to validate behavior before going live.
  </Step>

  <Step title="Optimize, then deploy">
    Run the optimizer for a suggested allocation, apply it, and deploy to your target account.
  </Step>
</Steps>

> \[Image placeholder: Portfolio Builder panel with algorithm selector]

***

## Tabs

### 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.

***

### 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.

<Note>
  This is the Portfolio day-level calendar. For macro economic events, see [Calendar](/calendar).
</Note>

***

### Analytics

A metric dashboard summarising the quality of your selected allocation.

> \[Image placeholder: Portfolio analytics metric cards]

Key metrics covered:

| Metric                 | What it tells you                |
| ---------------------- | -------------------------------- |
| **Total Return**       | Cumulative gain over the period  |
| **Win Rate**           | Percentage of profitable trades  |
| **Max Drawdown**       | Largest peak-to-trough decline   |
| **Sharpe Ratio**       | Risk-adjusted return quality     |
| **Profit Factor**      | Gross profit ÷ gross loss        |
| **Avg Trade Duration** | Average time a position was open |

**Workflow:** Review drawdown metrics first, then return quality. Adjust allocations and re-check before moving to Simulations.

<Note>
  Portfolio `Analytics` evaluates your strategy mix. For live account performance, use [Trading Analytics](/automated-trading/trading-analytics).
</Note>

***

### 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

***

### 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.

***

### 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.

***

### 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.

<Warning>
  Simulations are model-based estimates, not predictions. Extreme or correlated market events can exceed any modelled scenario. Always apply conservative sizing when going live.
</Warning>

***

## Actions

### 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.

***

### 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.

***

### Clear

Removes all selected algorithms from the builder session.

> \[Image placeholder: Clear confirmation modal]

<Warning>
  Clear cannot be undone. Use **Share** to save a copy of a promising configuration before clearing.
</Warning>

***

### 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.

***

### 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](/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](/accounts) and [Trading Analytics](/automated-trading/trading-analytics).

<Warning>
  Live deployment executes real strategy risk on a real account. Start with conservative contract sizing and scale only after observing stable live behavior.
</Warning>

***

## Related pages

* [Algorithms Overview](/algorithms/overview)
* [Supported Brokers](/supported-brokers)
* [Accounts](/accounts)
* [Subscriptions](/subscriptions)
* [Trading Analytics](/automated-trading/trading-analytics)
* [Calendar](/calendar)