Learn with ArthaPilot
Find a worked example or look up a result.
Follow the worked backtest, read its evidence, and change one assumption.
Set up recurring contributions or withdrawals in a backtest.
Check what a result means and how it is measured.
See how assumptions and methods affect a comparison.
Getting started
Run a first portfolio backtest and learn the core terms used across the product.
Workspace
Manage saved analyses, Library items, and compare flows.
Verification suite
Review verification scenarios, parity checks, and known data caveats.
Glossary
Definitions for the platform's financial, statistical, and implementation terms.
Data Sources
Review the platform's data providers, update cadence, and known constraints.
Changelog
Track user-facing platform changes, modeling updates, and tool releases over time.
ChatGPT & Claude
Add ArthaPilot to ChatGPT or Claude and understand linked-account access.
Case study
Follow a tax-aware research workflow where a strong pre-tax result loses after tax.
Monitors
Understand strategy, drift, tax-loss, and household monitors, their cadence, and email alerts.
Plans & limits
See what each tool offers anonymously, with a free account, and with Pro.
Tax-aware backtesting
Learn the capital-gains, dividend, lot-handling, and tax-diagnostics assumptions used across simulations.
Ticker modifiers & research tickers
Modify ticker returns and save research tickers.
Metric Library
Choose which metrics appear in Portfolio Backtest and Strategy Builder results.
Signals
Understand signal types, how they evaluate market data, and how they flow into strategies.
Rebalancing
Reference the platform's rebalance modes, timing, drift controls, and assumptions.
Portfolio Backtest
Model portfolio allocations, cash flows, taxes, and implementation details in a single workflow.
Strategy Builder
Create signal-driven tactical allocations, compare rule behavior, and save tactical analyses through the shared Workspace model.
Portfolio Optimizer
Learn how optimization objectives, constraints, and data assumptions shape candidate portfolios.
Monte Carlo
Understand the simulation model, assumptions, and how to interpret distributional outcomes.
Simulation model comparison
Compare simulation models and the assumptions that shape their outcomes.
Strategy Leaderboard
Browse curated strategy families, understand ranking metrics, and copy reusable definitions into your Library.
Asset Analyzer
Investigate asset behavior across drawdowns, rolling returns, correlations, and market-condition-sensitive views.
Factor Regression
Learn how factor exposure diagnostics are built, how monthly and daily frequencies differ, and how to interpret alpha and betas.
Match Factor Exposure
Replicate a target fund's factor profile with long-only ETF weights and review achieved betas, tracking error, and residual alpha.
Principal Component Analysis
Understand covariance vs correlation PCA, explained variance, and loading interpretation for multi-asset studies.
Signal Analyzer
Explore single, dual, and multi-signal analyses, saved analyses, and Library signal workflows for strategies and other tools.
Leveraged ETF Analysis
Learn how the Leveraged ETF Analysis tool models path dependence, decay, and volatility drag.
Rebalancing Comparison
See how different rebalance policies change turnover, drift, taxes, and long-run results.
Household
Set up your household once and run tax-aware backtests with per-account tax accounting, per-account placement guidance, and tax-loss-harvesting hints.
Tax Rates
Reference current federal income tax thresholds and related planning context.
401(k): Pre-Tax vs Roth
Model tax-rate assumptions and compare pre-tax versus Roth contribution choices.
AMT Calculator
Reference AMT concepts, inputs, and assumptions used by the calculator.
Compensation Planner
Project salary, equity vesting, bonuses, and benefits with stock price scenarios and tax estimation.
Retirement Planner
Plan retirement spending, withdrawal strategies, income streams, and spending adjustments with historical and Monte Carlo analysis.
Roth Conversion Planner
Build a multi-year conversion schedule and review the tax cliffs that limit each year.
Asset-Location Backtester
Compare naive and tax-optimal account placement using your saved household setup.
Decumulation Studio
Jointly schedule Roth conversions and withdrawal sequencing across multiple years with explicit bracket, IRMAA, ACA, LTCG, NIIT, RMD, and 5-year-clock constraints.