Portfolio Builder
Create your own custom portfolios. Maintain 100+ strategies. Combine 3Fourteen’s model signals with your own investment thesis.
Start Free TrialYour allocation, your rules
The 3Fourteen Portfolio Builder allows you to design, test, and maintain your own suite of custom asset allocation models. Select your ideal asset mix, set benchmark, minimum, and maximum weights, choose your rebalance frequency, and optionally overlay our alpha model.
Build portfolios for different investing goals or macro regimes. Each model receives a full analytics package: backtests, performance history, asset weights, and strategy statistics. All updated automatically as new data arrives.
Built for serious allocation work
Not a toy portfolio tracker. A real tool for building, testing, and managing investment strategies.
Design Your Mix
Select your ideal asset allocation across equities, fixed income, commodities, and alternatives. Set benchmark weights, minimums, and maximums for each position.
Overlay Alpha Models
Layer 3Fourteen's proprietary signals on top of your allocation. Our alpha model adjusts weights based on trend, momentum, and macro regime. You can also run without it as a pure strategic allocation.
Backtest Everything
Every portfolio you build is immediately backtested against historical data. See how your strategy would have performed across different market environments.
Maintain 100+ Strategies
Create portfolios for different goals, clients, or macro regimes. Each one gets its own analytics package and updates automatically as new data comes in.
What you receive
Each model gets a complete analytics package, updated as new data comes in.
- →Long and short-term backtests
- →Annual and monthly performance history
- →Current and historic asset weights
- →Strategy performance statistics
- →Drawdown analysis
- →Benchmark comparisons
Each subscriber also receives the 3Fourteen white paper, Real Asset Allocation: The World Has Changed. We introduce our Real AA Model and describe the underlying alpha model available through the Portfolio Builder.
Start building today
Both plans include a free 7-day trial with full access to all features.