1. Data Input
Wide format recommended: first column Date, then ticker columns. Example: Date,AAPL,MSFT,SPY
2. Sector Map
One per line: TICKER=Sector. Benchmark ticker can be included but will be excluded from sector grouping.
Best Sector
—
Annualized return
Best Risk-Adjusted
—
Sharpe-like score
Beat Benchmark
—
Sectors ahead
Deepest Drawdown
—
Max drawdown
Sector Cumulative Return
Lite chart uses canvas directly. Pro can add richer charts, rolling windows, and PDF snapshots.
Lite Narrative
Load sample data or upload a CSV to generate a local narrative.
Locked in Pro: full investment-style report, rolling return / rolling volatility commentary, PDF export, saved projects, and expansion packs.
CSV Format
Required: first column must be Date. Other columns are tickers. Empty rows are ignored. Prices should be numeric close prices.
Example:
Example:
Date,AAPL,MSFT,NVDA,SPY2025-01-01,100,100,100,100