Sharemaestro Model Portfolio

Weekly entries on SMART_MONEY_BUY, exits on first DTL_BREACH_WARNING or stop-loss. Fractional sizing by Amount per Trade. Results exclude fees, stamp duty, and taxes.

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Help & Methodology

  • Scope: You must select an exchange. Simulation runs across all eligible tickers on that exchange.
  • Weekly cadence: Signals and prices are weekly. Date filters constrain both signals and mark-to-market.
  • Entries/Exits: Enter on SMART_MONEY_BUY; exit on first DTL_BREACH_WARNING after entry. Hard stop at 20% below entry on weekly close.
  • Fractional sizing: Units = Amount / Trade ÷ entry price. Trades record invested cash and units. LSE prices assumed GBX, converted for money P&L.
  • Alpha: If the exchange has a benchmark enabled, we compute per-trade excess return vs benchmark over identical entry→exit windows (and an annualised version), plus open-position alpha to the latest bar.
  • By-Year: Groups by buy year; shows open/closed counts, invested, P&L, and ROI% per bucket.
  • Accuracy: Designed for precise, repeatable calculations. If anything looks off (esp. annualised numbers), report the tickers/dates so we can verify.
Select an exchange above to run the simulator.