Portfolio DCA Simulator

Newbie? Start with one security at a time using the Single-Asset DCA Scenario Explorer.

Quick Start?

Currency ?

Data Download

Tickers !

See common yfinance ticker codes here →

Date Range ?

Start

End

Assets

Contribution

Amount per top-up

Yearly increase ?

%/yr

Top-up period

Schedule

Risk-Free Account

RateFixed annual yield on idle cash

TickerPark cash in a money-market ticker

Risk-free rate ?

%/yr

Method

Towards WeightTop-ups only buy underweight assets to move toward target weights. Never sells; may stay below 100% invested.

Constant WeightMaintain target weights by buying underweight and selling overweight assets.

Constant AllocationEach top-up is split by the weights and used to buy. Weights apply to the contribution, not the whole portfolio.

Trend FollowingEach top-up is split by rank: assets are ranked by trailing return (momentum lookback) and the contribution is deployed by your per-rank weights (e.g. rank 1 gets 50%, rank 2 30%, rank 3 20%). Winners earn the top ranks, so the holding behind each rank changes with performance.

Rule-Based TriggersPark top-ups in a reserve (cash or a holding asset) and deploy into each asset only when its own trigger fires: a % move from the period open, from a rolling previous top or from a rolling previous bottom, or a technical signal.

Fees

Buying fee ?

Selling fee ?

Simulation

Simulation Seed ?

Trade at ?

Inputs changed. Press Simulate to run them.

Final Summary (per portfolio)

Advanced metrics

Portfolio Value Over Time

Show Top-Ups

Configure portfolios and run to compare value over time.

Detailed Breakdown (one portfolio: prices, composition & events)

Portfolio

Security Prices (actual price)

Candlesticks

Show Buy Date

Show Indicators

Run a simulation to view the prices of this portfolio's assets.

Composition Over Time (stacked)

Cash and each asset stack up to total portfolio value.

Breakdown Table (start, events & end)

Date	Decided	Event	Cash	Deposited	Interest	Fees	Portfolio Value
Add assets and run to see the breakdown.