How to Use Portfolio Modeller
Analyze historical portfolio performance in minutes. No technical skills required.
Start with Free Comparison
Try our free tier to compare USD passive savings vs S&P 500 benchmark. Set your monthly investment amount and time period to see how they would have performed.
Free Tier Includes:
• USD Passive Savings (no investment, just cash accumulation)
• S&P 500 Benchmark (dollar-cost averaging)
• Side-by-side performance comparison chart
Configure Your Analysis
Set your parameters: monthly investment amount, time period (years), and for premium users, select your asset allocation (stocks, crypto, ETFs, etc.) with custom percentages.
Example Configuration:
Monthly Investment: $1,000
Time Period: 2 years
Allocation: 20% NVDA, 20% META, 20% GOOG, 10% BTC-USD, 10% ETH-USD, 10% SOL-USD, 10% FGDL
View Performance Chart
Get an interactive chart showing portfolio value over time. Compare your custom allocation against benchmarks to see how different strategies would have performed historically.
Chart shows:
• Portfolio value month-by-month
• Comparison with S&P 500 benchmark
• Comparison with USD passive savings
• Final portfolio value and returns
Export & Analyze
Download your results, compare different allocations, and make informed investment decisions. Premium users can save multiple portfolio configurations and track them over time.
Available features:
• Download performance chart as image
• Export portfolio data to CSV
• Save and compare multiple allocations (Premium)
• Historical performance insights
Pro Tips
📊 Use Longer Time Periods
Analyze at least 2+ years of data to see meaningful performance differences and account for market cycles.
🎯 Compare Multiple Allocations
Test different asset mixes to find the optimal balance between risk and return for your goals.
💰 Consider Dollar-Cost Averaging
Our tool simulates monthly investments, which smooths out volatility and often improves long-term returns.
🔍 Validate with Benchmarks
Always compare your custom portfolio against S&P 500 and passive savings to understand relative performance.