Simple, transparent pricing
Start instantly with no account. Upgrade when you need more.
- 50 NAV series
- DCD analysis
- SII analysis
- All rebalancing modes
Personal Onboarding Support
Need help getting started? Book a personal onboarding session. Includes a 45-minute call and 30 days of email support.
- 45 minute onboarding call
- Walkthrough of DCD and SII with your own data
- 30 days email support
- Response within 48 hours
Frequently asked questions
What file format do I need?
A CSV with two columns: a date and a NAV value (base 100). One file per strategy or asset. If you have equity curves, you'll need to normalise them to base 100 first.
Is my data stored anywhere?
No. Your CSV files are loaded into memory, processed, and discarded. Nothing is written to disk. We never see your strategy data.
What is DCD?
Drawdown Confidence Dynamics — a single-series analysis module. It breaks down maximum drawdown, episode duration, recovery time, and monthly stress periods for any NAV series.
What is SII?
System Interaction Intelligence — the portfolio construction module. Upload multiple NAV series, set weights, and see how they interact at the portfolio level including per-symbol drawdown contribution and dominance warnings.
Can I use PortBlend for ETFs and not just trading strategies?
Yes. Any historical NAV or price series works — ETFs, mutual funds, Bitcoin, Gold, or custom portfolios. If it has a date and a price history, PortBlend can analyse it.
Will the Early Access price change?
Yes. The $5/month launch price is for early users only. When regular pricing of $9/month takes effect, existing subscribers will receive at least 3 months notice by email before any change.
What does the onboarding session include?
A 45-minute video call where we walk through your own data together — uploading, running DCD and SII, interpreting the results, and setting up your allocation analysis. Plus 30 days of email follow-up.
Do I need to be a systematic trader to use PortBlend?
No. Discretionary traders, ETF investors, asset allocators, and wealth managers all use PortBlend. You just need historical performance data in CSV format.