QuantScope

Portfolio Platform Backtester Security

PORTFOLIO INTELLIGENCE + QUANT RESEARCH

Every account.
One clear picture.

Connect every account, measure performance without cash-flow distortion, inspect risk, and test Python strategies on adjusted daily market data—all in one research workspace.

Read-only by default · Bank-grade encryption · Cancel anytime

TOTAL PORTFOLIO VALUE

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CONNECTS WITH YOUR BROKERAGE

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EXPLORE THE PRODUCT

From scattered accounts to one investable view.

Explore a connected portfolio workspace built to explain performance, exposure, and what is driving both.

Family portfolio

Updated just now

SAMPLE DATA

TOTAL VALUE

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TODAY P&L

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VS. S&P 500 · 1Y

+4.7%

outperformance

Portfolio performance

PORTFOLIO — S&P 500 --

Top holdings

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Click a slice to inspect it

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DIVERSIFICATION

Well diversified across 7 sectors

Where your money actually is

Combined across Fidelity, Schwab, and Coinbase

VOLATILITY

14.2%

Lower than market

BETA

0.86

Moderate sensitivity

MAX DRAWDOWN

−11.8%

Past 12 months

Stress test

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CONCENTRATION WATCH

Technology is 8% above your target.

Most of that exposure comes from NVDA and AAPL across two different brokerages.

Your accounts stay read-only and encrypted.

THE FULL WORKSPACE

Three views.
One research process.

Start with what you own, isolate the risks that matter, then test a rules-based idea against the market. QuantScope keeps portfolio monitoring and strategy research in the same visual language.

01 / OVERVIEW

See the complete portfolio

Accounts, holdings, allocation, cash, and flow-adjusted performance in one place.

02 / FOCUS

RISK

Interrogate the risk

Drawdowns, volatility, tails, benchmark behavior, and position-level context.

03 / BACKTESTER

ENGINE LIVE

Test the thesis

Run Python signals on adjusted daily OHLCV and validate beyond the sample.

QUANT BACKTESTER

Write the rule.
Challenge the result.

Paste a Python strategy and run it on adjusted daily bars dating back to 2000. Signals are formed at the close and filled at the next bar's open, with fees and slippage included.

✓Fixed in-sample / out-of-sample splits

✓Rolling and expanding walk-forward analysis

✓Any supported ticker as the benchmark

✓Expandable, interactive equity curves

DAILY BARS ONLY · NO INTRADAY ASSUMPTIONS

strategy.py

ADJUSTED DAILY API

01 def strategy(data):

02 fast = data["close"].rolling(50).mean()

03 slow = data["close"].rolling(200).mean()

04 return (fast > slow).astype(float)

Input: aligned open, high, low, close, volume
Output: target portfolio weights

BACKTEST REPORT

SAMPLE RUN

CAGR

10.84%

SHARPE

0.78

ANN. VOL

13.21%

MAX DD

-18.42%

STRATEGYSPY

IN SAMPLEOOS →

ADVANCED ANALYTICS

Returns tell you what happened.
Risk tells you how.

Professional portfolio statistics, computed from the return stream—not from money moving into or out of the account.

RISK & RETURN

YEAR TO DATE · DAILY OBSERVATIONS

✓ CASH FLOWS EXCLUDED

ANN. RETURN

+12.4%

TIME-WEIGHTED

ANN. VOL

14.8%

252-DAY

SHARPE

0.84

RISK-ADJUSTED

SORTINO

1.17

DOWNSIDE RISK

MAX DD

-9.6%

PEAK TO TROUGH

CALMAR

1.29

RETURN / DD

DRAWDOWN CURVE

CURRENT -2.1% · MAX -9.6%

JANAPRJULOCTNOW

TAIL & BENCHMARK

BETA

0.91

ALPHA

+2.3%

CORRELATION

0.86

INFO RATIO

0.42

HIST. VaR 95%

-1.7%

EXP. SHORTFALL

-2.4%

Compare against SPY, QQQ, DIA, or another supported ticker across every available time range.

WHY QUANTSCOPE

The numbers that matter. Properly measured.

HOW IT WORKS

Live in under two minutes.

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SECURITY FIRST

Your credentials never touch our front end.

Broker connections happen through OAuth on our backend. Access tokens are encrypted at rest, scoped read-only by default, and the browser only ever sees your computed analytics — never a key, secret, or password.

✓

See the portfolio. Test the next idea.

Bring connected portfolio analytics and disciplined strategy research into one workspace.

Create your account

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STEP 2 OF 2

Secure your account

Scan this QR code with your authenticator app, then enter the current 6-digit code to confirm setup.

CAN'T SCAN? ENTER THIS SETUP KEY

Authenticator code

Compatible with 1Password, Google Authenticator, Microsoft Authenticator, Authy, and other TOTP apps.

✓

Save your recovery codes

Store these somewhere safe. Each code works once if you lose access to your authenticator, and they will not be shown again.

!Anyone with one of these codes can access your account after entering your password. Treat them like passwords.

Reset your password

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Simple, honest pricing

Both plans include a seven-day free trial. Cancel anytime.

Every account.One clear picture.

From scattered accounts to one investable view.

The numbers that matter. Properly measured.

Live in under two minutes.

Simple, honest pricing

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Every account.
One clear picture.