PortfolioCompass
PortfolioCompass

Build a portfolio.Test what itassumes.

Compare funds and stocks, then test an allocation against historical data and simulated paths.

For research and education, not financial advice.

9:41

Illustrative compound growth

Starting balance: $10,000 CAD

Balance after 10 years

$19,672 CAD

Illustrative compound growth chart10000 Canadian dollars becomes 19672 after 10 years at a constant 7 percent annual return, with no contributions.010K20KYear 0Year 10
Modeled change: +97%. Dashed line marks the starting balance.

Time horizon

10 years

Assumed annual return

7%

Constant return, no contributions, fees, taxes or inflation. This illustration does not model market volatility.

Portfolio tools in one browser tab

Compare

Put funds and stocks side by side.

Search market data, compare holdings and see how fees, risk and return stack up.

Compare holdings

Sort by:

Example data

Build

Shape an allocation you can explain.

Start from a model portfolio or your own mix, then allocate whole shares under a cash limit.

Balanced: 60% equity, 25% bonds, 10% cash, 5% gold

9:41

Model allocation

Example data

Model allocation

60%

Illustrative value

$10,373

+3.7% over 1Y

Example data. Illustrative only, not a forecast.

Test

Test what it assumes.

Run historical checks and Monte Carlo paths. Results are model scenarios based on past estimates, not forecasts.

9:41

Simulated paths

1,000 runs, 20 years

Model scenarios, not forecasts

Simulated paths

Median after 20 years: $30,221

Low $13,173 ยท High $58,069

Scenario

Years

Volatility

Model scenarios, not forecasts.

Example data, 1,000 runs shown as 40 paths

Your portfolio stays with you

Market data comes in. Your working portfolio and recent tickers stay in this browser. No account, no cookies. Storage: Browser only.

Only ticker symbols go out.

  • Ticker symbols you look at are sent to fetch current quotes and fund facts.
  • Your holdings, weights and share counts are not sent.
Why this exists
I wanted the portfolio math I kept rebuilding in spreadsheets: allocation checks, side-by-side comparisons, and model projections. I put them in one browser app and connected them to current market data.

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Support the project

The code is open source. A GitHub star helps other people find the project.

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