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WEALTH MODULE

Portfolio builder

Enter your capital and your risk tolerance: the model portfolio (the one in the public track record) is sized to your profile, with a projection toward €100,000.

⚖️
What is the Portfolio builder?

It personalises the model portfolio — the one we track publicly in the track record — to your capital and risk tolerance. Same selection (top 8 of the ensemble score, max 3/sector, equal-weighted), only your exposure changes.

💡 The ½ prudence level is recommended to start. 📅 Signals are updated every evening at 6:30pm after the market close.
How does the Builder work? ▲
The selection never changes It is the reference strategy's, validated by a walk-forward backtest 2019-2026 and tracked publicly. Your profile sets how much you expose to it, not what to buy.
Exposure — your only risk dial Exposure = max tolerated loss ÷ kill-switch (−25%) × prudence level. 15% max loss at ½ prudence → 30% of capital invested, the rest in cash.
Trend brake — sometimes the answer is "nothing" When the index's 6-month momentum is negative, the strategy moves to cash. The builder tells you so instead of proposing positions.
Cash reserve — this is not inaction Uninvested cash is your protection against drawdowns. It is sized by YOUR max tolerated loss.
Parameters
20%
¼
½ Rec.
Full 🔒
8
Building the portfolio…
📊
Enter your parameters and click Calculate
💰
What is the Planner?

Computes how much you can really invest each month, accounting for your income, expenses and emergency fund. The result automatically feeds the €100k projection.

🔒 Pro version: full breakdown income / expenses / emergency fund / living buffer. ⚡ The monthly contribution computed here is automatically passed to the €100k projection.
My budget
💰
Enter your budget and compute your investment capacity
📋
Entry and exit rules

This tab is not an input form — it is an operational guide that replicates the public model portfolio's rules. The open positions at the bottom are the trades confirmed from the Builder.

↗ Entry: security in the top 8 of the ensemble score, equal-weighted amount × your exposure → click ✓ Confirm. ↘ Exit: at ~3 months of holding or if the security has left the top 16 → click Close.
↗ Entering a position
Security in the top 8 of the ensemble score (max 3/sector)
Trend brake inactive (index 6m momentum ≥ 0) — otherwise no entry
Security not already in the current portfolio
Amount equal-weighted × your exposure (max loss + prudence)
Insufficient capital for 8 lines → fewer lines, following the top of the ranking
↘ Exiting a position
At ~3 months of holding, if the security has left the top 16 of the ranking (×2 buffer — otherwise hold)
Trend brake active at rebalancing → the slice moves to cash
Portfolio drawdown exceeds your max tolerated loss
No exit on a single D+30 review: the strategy's horizon is ~3 months, variance dominates at 30 days
Actionable monthly calendar
1st of the month
Portfolio review — pending signals, positions to watch, recap of due D+30 reviews.
6:30pm Mon-Fri
ETL updated — ensemble score ranking refreshed, equal-weighted amounts directly actionable.
D+30 post-entry
Automatic review — hold / trim / exit depending on result vs prediction.
Friday 7:00pm
Telegram bot — weekly Top 5 + urgent exit alerts. PREMIUM
Open positions
From portfolio_positions · updated at each ETL
📋
No open position. Go to the Builder, compute your positions, then click ✓ Confirm.
📈
How does the €100k projection work?

Simulates the month-by-month growth of your capital up to €100,000, combining your monthly contributions and the model's estimated return. The parameters are automatically pre-filled from the Planner.

🟢 Central scenario: 11.06%/yr — walk-forward backtest 2019-2026 net of costs, not guaranteed (compare to MSCI World: 14.1%/yr over the same period). 🔴/🔵 Pessimistic: 0%/yr (zero alpha) · Optimistic: 14%/yr. PRO
📈
Run the Builder first to feed the projection.
Parameters
Path to €100,000
Reference backtest assumptions — not a guarantee
Central — 11.06%/yr (walk-forward reference)
📉
Enter capital + contribution then click Recalculate
⚠️ Simulation based on the parameters you entered and the model's historical track record. Does not constitute investment advice within the meaning of the MiFID II directive. Past performance does not predict future performance.
🔌
Programmatic access

Query the screener from your own scripts. Keys are personal, revocable at any time, and never shown again after creation.

→ X-API-Key header on every call → 60 requests per minute per key
My keys
—
Example call
Available filters: country · signal · min_score · limit
Documentation → 
curl -H "X-API-Key: sk_live_..." \
  "https://screener-smallcaps.fr/api/v1/screener?country=FR&min_score=60&limit=50"
⚠️ Simulation based on the parameters you entered and the model's historical track record. Does not constitute investment advice within the meaning of the MiFID II directive. Past performance does not predict future performance.