jitot-terminal

Portfolio strategy lab

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📦 Presets ?

Download

⛁ blob
Provider ?
Start
End
Tickers

Upload ?

Files
⤓ Drop CSV / TSV / TXT files here, or browse

Data Directory

Nothing stored yet.

Tickers

No ticker data yet.

Individual Indicator

No individual indicators yet.

Forex Rate ?

No forex rates yet.

Config

Base currency ?
Annual risk-free rate ?
%

Fees ?

Buy fee (%)
%
Sell fee (%)
%

Exit

Tax Plan

Tax regime ?

Capital Plan

Plan type ?

Contribution

Amount per contribution
Contribution period
Schedule

Increase

Contribution Preview

Portfolios ?

Portfolio

Select a portfolio, or add one.

Assets

Reserve account

Reserve rate (% p.a.)
%

Fees ?

Buy fee (%)
%
Sell fee (%)
%
Scenarios

Scenario

Select a scenario, or add one.
Name
Colour

Portfolio

Strategy

Target weights ?

Add assets to the chosen portfolio first.

Summary

Scenarios

Beta / Treynor benchmark

Cloud workspaces

Save your set-up to the server and reopen it anywhere. ?

Name

Saved on the server

Workspace

General

Reset

Theme

AI Access (MCP)

Connect an AI assistant (Claude, or anything that speaks MCP) to this server. It can pick a strategy, download the market data and build a whole workspace for you, then you just press ▶ Simulate.

Server URL

Paste that URL into your AI client as a custom MCP server. It will send you here to sign in with the account you are using now, and ask you to approve it, with no token to copy.

Connected AI clients

Access token (only if your client can’t sign in)

Some clients take a fixed header instead of signing in. Generate a token for those and send it as Authorization: Bearer <token>.

Copy the token now, it is shown only once.

Then just ask

Describe what you want to simulate, for example “compare 100% SPY against a 50/50 AAPL-MSFT split”, and the assistant will set it up, telling you which assumptions it made.

Run on your own PC

Run the server on your own Python and CPU. ?

  1. Install Python 3.8+ (tick “Add to PATH”).
  2. Download run-local.bat and set its SERVER_URL to this server.
  3. Double-click it. It fetches the latest app + data, then opens in your browser.