Build a portfolio
Assemble several assets into one shared-capital book, review the per-asset split, and run it.
A portfolio runs several assets from one shared pool of capital as a single book. This guide takes you from an idea to a scored book. For the full model behind it, contention, rebalancing, risk controls and the report, see the Portfolios reference.
In the terminal, switch the sidebar toggle from Single asset to Portfolio. Or just write a prompt that names two or more assets: the terminal notices and switches for you.
Write one prompt that covers every asset, or open the Visual tab and add assets by hand. Each asset can carry its own strategy.
On the 1d, buy BTCUSDT when the 50 SMA crosses above the 200 SMA and exit when it crosses back
below. Do the same on ETHUSDT and on SOLUSDT.Analyze fans your prompt into one parsed strategy per asset. Check each asset's review card: the clause it was assigned ("Split as"), its logic, and its market. You can edit an asset, copy one asset's rules to the whole roster, or remove it.
Set the shared capital (the whole book trades from one pool), the contention rule (who
gets the cash when assets signal together), and the backtest window. New books start at
$30,000 with rank contention.
Layer on rebalancing ("rebalance monthly to 40% BTC, 30% ETH, 30% SOL"), risk limits ("stop the book at 20%", "at most 3 open positions"), or cross asset gates ("when BTC RSI crosses above 65, if ETH RSI is above 50, buy ETHUSDT"). See the reference for every option.
Run the book. The report plots the shared equity curve against an equal weight basket, breaks out each asset's contribution, lists a skip ledger of signals that could not be funded, and grades the whole book. Share it as a read only link or export the trades.
Buy BTCUSDT and ETHUSDT on 1d when price closes above the 20 EMA, exit when it closes below, $50k prorataRun in terminalRunning a book bills one backtest credit per asset, so a three asset book costs three credits. Parsing the prompt is free, so review the per asset split before you run.
Next: the Portfolios reference for contention, rebalancing, risk controls and the full book report.