Hey, welcome to FastTrack.
Let me show you how to build and analyze a portfolio strategy from scratch. We're going to go from zero to a complete, professional-grade portfolio report in just a few minutes.
Whether you're testing a new allocation idea, modeling a client strategy, or stress-testing your own holdings�this is how you do it.
Let's jump in.
Alright, so you're logged into FastTrack. Up here at the top, click on Portfolios.
This is your portfolio workspace. Let's build something.
Click "Create New Portfolio."
First thing�give it a name. I'm calling this "Conservative Balanced Model," but you'd name it whatever makes sense for what you're testing. Maybe it's your actual portfolio, a client model, or a strategy you want to compare.
Now, instead of adding holdings one at a time, let's use Bulk Add. This is way faster.
Click "Bulk Add."
Alright, just paste in your tickers and weights. For this demo, I'm building a classic balanced portfolio. Let me paste it in.
So I've got SPY at fifty percent, U.S. large cap.
BND at twenty percent, bonds.
EFA at fifteen percent, international.
MDY at ten percent, mid cap.
And VMFXX at five percent, cash.
This is the kind of allocation you might hold for five to ten years. Not a trading strategy�a durable portfolio.
Click "Add Positions."
And just like that, your portfolio is built. Everything's loaded and verified.
Let's save it. Click "Update Portfolio."
Perfect. Now we're back at the portfolio list, and you can see our portfolio right here.
Now here's what's cool. Instead of just looking at raw data, let's launch the full portfolio report.
Click on the portfolio name.
And here we go. This is your complete portfolio report.
Okay, look at this. This is what you'd actually show to a client or use for your own decision-making.
Up here you've got your portfolio name, current value based on your starting allocation�in this case, over a million dollars if you'd started in 1988.
And right here is your performance chart. The blue line is your portfolio.
See these time period buttons? One month, three months, six months, year-to-date, one year, three years, five years, ten years, max. Click any of them and the chart updates instantly.
Let me click on "five years" to see the last five years.
There you go. That's your portfolio's performance over the last five years.
Over here on the right, you've got key details�expense ratio, objective, start date�all customizable. Everything in one place.
Now here's where it gets really powerful. Let's add a benchmark to compare against.
See this "Benchmarks" button up here? Click that.
I'm going to add SPY, the S&P 500, so we can see how this portfolio stacks up against just buying the index.
Perfect. Now look at the chart. The red line is SPY, the blue line is our portfolio.
You can immediately see the relationship. Does your portfolio track the index closely? Does it have less volatility? Better drawdown protection?
This is what you need to see when making allocation decisions.
Alright, let's scroll down and look at the detailed returns.
Okay, here's your returns table. One year, three years, five years, ten years�all the time periods you need to evaluate long-term performance.
And look at this�returns broken down year by year.
Twenty twenty-three, twenty twenty-two, twenty twenty-one, going all the way back.
You can see exactly how this portfolio performed in each calendar year.
This is the kind of analysis you need when you're thinking in market cycles, not quarters.
Keep scrolling, and here's your max drawdown data.
This tells you the worst loss this portfolio would have experienced historically.
See this? The portfolio dropped thirty-two percent during its worst drawdown period, while SPY dropped fifty percent.
That's the value of diversification and defensive allocations when you're holding through full market cycles.
This is critical data for understanding the risk you're actually taking.
Now here's something really unique. Scroll down a bit more.
This is the look-through holdings breakdown.
Remember, this portfolio holds five funds�SPY, BND, EFA, MDY, and VMFXX. But what are you actually holding when you drill down?
This chart shows you the underlying holdings of those funds, rolled up and aggregated.
This is how you spot concentration risk or see if you're accidentally overweight in certain sectors or companies.
Alright, let's scroll back up to the top.
See this little grid icon up here in the actions menu? That's a shortcut to launch the spreadsheet view with your portfolio and all its constituents preloaded.
Click that.
And there you go. Now you've got the raw data view�every metric, every constituent, everything you can export or analyze in more detail.
This is the deep-dive view when you want to really get into the numbers.
So that's it. In just a few minutes, you built a complete portfolio model and generated a professional-grade report with performance charts, benchmark comparisons, detailed returns, max drawdown analysis, and even look-through holdings to see your real underlying exposure.
This is how quality-focused investors make decisions. Not with quarterly performance chasing, but with full market cycle analysis, comprehensive data, and flexible tools to test any strategy you can think of.
If you haven't started your trial yet, go to fasttrack.net. Build your first portfolio and see what you discover.
Alright, thanks for watching.