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Portfolio Backtester and Analyzer ​

Tradeboard provides two authenticated, read-only portfolio workflows:

  • Portfolio Backtester simulates a target allocation over a historical window.
  • Portfolio Analyzer reads the holdings currently reported by the connected broker, weights them by current market value, and tests how that allocation would have behaved over a selected lookback.

Neither workflow places, modifies, or cancels an order.

Before You Start ​

  • Create an Tradeboard API key.
  • For the default Historify source, ingest daily history for every holding and the selected benchmark.
  • For the Broker API source, log in to the broker and confirm that its history API covers the required symbols and dates.
  • The engine supports long-only NSE/BSE cash equities and ETFs. It does not model derivatives, short positions, or a separate cash sleeve.

Backtest a Portfolio ​

  1. Open /portfolio-backtester.
  2. Add up to 50 unique NSE/BSE holdings and assign a positive weight to each. Weights can be percentages or fractions; Tradeboard normalizes their ratio.
  3. Choose the date range and optional index benchmark.
  4. Choose a history source:
    • db reads the local Historify store in one multi-symbol query.
    • api calls the active broker's history service sequentially.
  5. Select never, monthly, quarterly, or yearly rebalancing. An optional drift band can trigger an earlier rebalance.
  6. Configure capital, risk-free rate, slippage, and either the Indian delivery-cost schedule or a flat basis-point cost.
  7. Run the backtest. The results page uses one internally consistent result object; changing tabs does not rerun the simulation.

Understand the Results ​

The analysis can include:

  • portfolio and benchmark equity curves;
  • returns, volatility, drawdown, Sharpe/Sortino, capture, and rolling statistics;
  • holding contributions and trailing returns;
  • correlation, effective-holdings concentration, co-movement groups, and allocation drift;
  • realized trading costs, turnover, and rebalancing dates;
  • walk-forward windows, Monte Carlo paths, crisis periods, attribution, and seasonality;
  • a portfolio-health grade whose inputs, formulas, and pillar weights are returned with the score.

Use Download tearsheet to export the same model as a self-contained portfolio-tearsheet.html file.

Analyze Current Holdings ​

  1. Log in to the broker.
  2. Open /portfolio-analyzer.
  3. Choose a 60-3650 day lookback, history source, benchmark, and risk-free rate.
  4. Tradeboard loads usable broker holdings, calculates market-value weights, and runs the same analytics engine.

Unsupported exchanges remain visible in the holdings summary and are listed as skipped. This is a current-allocation historical scenario, not an account-performance report: holdings data does not reveal when each lot was bought or the investor's cash flows.

Limits ​

  • Results use close-to-close price returns. Dividends are absent unless the selected history source embeds an adjusted series.
  • Missing holding history fails the run instead of silently dropping the asset.
  • Missing benchmark history degrades benchmark-relative sections but does not invalidate the portfolio calculation.
  • Results depend on history quality, the chosen allocation, and cost assumptions. They are not a forecast or investment advice.

See the Portfolio API for automation and Portfolio Analytics Architecture for implementation boundaries.