Portfolio Overview

The Portfolio page is Hextrade’s portfolio builder for combining multiple algorithms into one risk-managed strategy.

Use it to:

Select and size algorithms.

Review combined P&L and risk before going live.

Stress-test assumptions with simulations.

Deploy your chosen allocation to a connected account.

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Portfolio workflow

Build your portfolio

Add algorithms, set quantities, and tune settings in the portfolio builder.

Validate behavior

Review Cumulative P&L, Calendar, Analytics, Trades, Hedge, Correlation, and Simulations.

Refine and optimize

Use tools like Import CSV, Share, Clear, and Optimize to iterate quickly.

Deploy live

Use Deploy to subscribe selected algorithms to your target account.

Portfolio tabs

Cumulative P&L: Combined equity curve and drawdown behavior. See Cumulative P&L.

Calendar: Day-by-day performance distribution and monthly outcomes. See Portfolio Calendar.

Analytics: Portfolio-level metrics for return and risk quality. See Portfolio Analytics.

Trades: Consolidated trade log across selected algorithms. See Portfolio Trades.

Hedge: Exposure overlap and hedge relationships. See Portfolio Hedge.

Correlation: Co-movement between selected algorithms. See Portfolio Correlation.

Simulations: Scenario testing and probabilistic outcomes. See Portfolio Simulations.

​Portfolio Overview