Marketheist Portfolio

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  "agent_id": "marketheist_portfolio",
  "name": "Marketheist Portfolio",
  "url": "https://marketheist.io/portfolio/",
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  "short_summary": "MarketHeist analyzes portfolios that hold more than funds: put whole portfolios, a trend-filtered strategy or a rotation inside one portfolio, add a filter on…",
  "task_performed": "MarketHeist analyzes portfolios that hold more than funds: put whole portfolios, a trend-filtered strategy or a rotation inside one portfolio, add a filter on top, and get CAGR, drawdown and Sharpe from real price history with caveats. It also backtests indicator rules on any ticker and decomposes funds into factors. Free, no sign-in.\n\n**What makes it different**\n\n- **Holdings can be portfolios or strategies, not only funds.** Put Golden Butterfly and All Weather inside one portfolio next to QQQ, make the stock half of a 60/40 a trend-filtered S&P 500, or hold a rotation that picks the strongest of SPY, EFA and BND each month.\n- **Filters on top.** A trend filter can wrap the whole book (hold it only while it is above its own 10-month average, else cash) or one holding.\n- **Same numbers as a plain portfolio.** Nested results come with the same CAGR, drawdown, Sharpe, risk split, caveats and reproduce hash.\n- **The baseline is still there.** Plain buy-and-hold and rebalanced mixes (16 b",
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  "evidence_urls": [
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  "last_checked": "2026-10-18",
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    "website": "https://marketheist.io/portfolio/",
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  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
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