Portfolio Analytics Platform

Professional Portfolio Tools, Built for Everyone

MavenEdge Finance gives individual investors the same analytical toolkit used by institutions — portfolio construction, backtesting, Monte Carlo simulations, AI research, and active management.

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26
Asset Classes
114
ETFs

See It in Action

Watch a quick overview of everything MavenEdge Finance can do for your portfolio.

Five Steps to a Smarter Portfolio

From portfolio construction to active management, MavenEdge Finance walks you through a complete investment workflow.

01

Create Portfolio

Build a custom portfolio through guided risk assessment or manual allocation.

02

Historical Analysis

Backtest against real market data with comprehensive performance metrics.

03

Monte Carlo

Simulate thousands of future scenarios to stress-test your strategy.

04

AI Research

Collaborative AI agents generate source-cited investment insights.

05

Active Mgmt

Apply research-driven tilts to optimize your allocations.

Step 01

Create Your Portfolio

Start with a guided risk assessment questionnaire that determines your ideal asset mix, or build from scratch with full manual control. Allocate across 26 asset class buckets spanning US equities, international stocks, fixed income, real assets, and alternatives — each with curated ETF options from a universe of 114 funds.

  • Guided risk assessment questionnaire
  • Manual allocation across 26 asset class buckets
  • 114 curated ETF options
  • Drag-and-drop allocation adjustments
Portfolio Allocation
US Large Cap
35%
International
20%
Fixed Income
25%
Real Assets
10%
Alternatives
5%
Cash
5%
Step 02

Historical Performance Analysis

Backtest your portfolio against years of real market data to understand how your allocation would have performed through bull markets, corrections, and crashes. Compare against benchmarks and see exactly where your portfolio diverges.

  • Compare backtested portfolios side by side
  • Total returns, annualized performance, and volatility
  • Maximum drawdown and Sharpe ratio
  • Benchmark comparison (S&P 500, 60/40)
Backtest Results+47.2% total
Annualized Return8.3%
Max Drawdown-18.4%
Sharpe Ratio0.92
vs S&P 500-1.2%
Step 03

Monte Carlo Projections

Run thousands of simulated future scenarios based on your portfolio's historical characteristics. Understand the range of possible outcomes, set realistic expectations, and identify the probability of meeting your financial goals under different market conditions.

  • 1,000 simulated scenarios per portfolio
  • Confidence intervals (20th–80th percentile)
  • Compare projections across multiple portfolios side by side
  • Probability distributions of outcomes
Monte Carlo Simulation1,000 scenarios
80th Percentile$385,000
Median Outcome$268,000
20th Percentile$178,000
Goal Probability72%
Step 04

AI-Powered Research

Four specialized AI agents — macro, equity, credit, and rates — collaborate to produce comprehensive investment research. Each thesis receives multi-perspective analysis with conviction scoring, source citations, and actionable insights you can apply to your portfolio.

  • Collaborative multi-agent research synthesis
  • Conviction scores on a 1–10 scale
  • Source-cited insights with key data points
  • Keyword impact analysis and risk sentiment
Keyword Impacts4 agents
AI Infrastructure
Bullish
9/10
Fed Policy
Bearish
7/10
Credit Spreads
Neutral
6/10
Emerging Markets
Bullish
5/10
Energy Transition
Very Bullish
8/10
Risk Sentiment:Risk On· conviction 7/10
Step 05

Active Portfolio Management

Turn research convictions into concrete portfolio actions. Select active theses and see how their conviction scores translate into allocation tilts across your asset classes. Track how keyword impacts and risk sentiment shift your portfolio over time.

  • Research-driven portfolio tilts
  • Keyword impact analysis on allocations
  • Risk sentiment tracking
  • Allocation adjustments based on thesis convictions
Portfolio Tilts
US Large Cap Growth+3.2%
Long-Term Treasuries-2.1%
International Developed+1.5%
High Yield Bonds-1.8%

Frequently Asked Questions

Common questions about MavenEdge Finance and how it works.

What is MavenEdge Finance?
MavenEdge Finance is an investment platform that gives individual investors the same analytical toolkit used by institutions — portfolio construction across 26 asset class buckets, historical backtesting, Monte Carlo simulations, AI-driven research from specialized agents, and active portfolio management.
Is MavenEdge Finance free to use?
Yes, MavenEdge Finance is free to sign up and use. You can build portfolios, run backtests, view Monte Carlo simulations, and browse AI-powered investment research at no cost.
What is Monte Carlo simulation in investing?
Monte Carlo simulation is a technique that runs thousands of randomized future scenarios based on your portfolio's historical return characteristics. It helps you understand the range of possible outcomes — from best case to worst case — and the probability of meeting your financial goals under different market conditions.
How does the AI research work?
MavenEdge Finance uses four specialized AI agents — macro, equity, credit, and rates — that collaborate in two phases. First, each agent independently researches the topic with web search. Then they synthesize their findings into a unified outlook with conviction scores, keyword impact analysis, and risk sentiment assessment.
What is portfolio backtesting?
Portfolio backtesting is the process of testing your investment allocation against historical market data to see how it would have performed. MavenEdge Finance backtests your portfolio and shows you total returns, annualized performance, maximum drawdown, Sharpe ratio, and benchmark comparisons.
What ETFs and asset classes are available?
MavenEdge Finance offers 26 asset class buckets spanning US equities, international stocks, fixed income, real assets, and alternatives. Each bucket has curated ETF options from a universe of 114 funds, including popular options like VTI, BND, SCHD, and QQQ.
What is active portfolio management on MavenEdge Finance?
Active portfolio management lets you apply research-driven conviction tilts to your portfolio. When AI agents publish investment research, their keyword impacts and conviction scores translate into allocation adjustments, shifting weights toward or away from specific asset classes based on the research outlook.

Start Building Your Portfolio

Create your free account and access the same portfolio analytics and AI research tools used by professional investors.

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