Ticker Modifiers (Currency, Leverage, Fraction, Synthetic, Trim)

Currency format: [TICKER]:[CURRENCY]

Leverage format: [TICKER]*[RATE]

Fraction format: [TICKER]/[N]

Synthetic format: [TICKER1]+[TICKER2] or [TICKER1]~[TICKER2]

Trim format: TICKER[2023-01-01|2023-12-31]

Modifiers change how a ticker behaves. Currency, leverage and fraction can be used together, in this order: TICKER:CURRENCY*RATE/N (e.g., TSLA:EUR*2/10).

Currency Modifier:

Converts the asset prices to another currency, using the daily exchange rate from Yahoo Finance. Use it to build multi-currency portfolios, or to see all assets in your local currency.

Example: NVDA:EUR shows the price of Nvidia stock converted to Euros.

Leverage Modifier:

Multiplies the price changes of the asset by RATE, measured from the first date of the range. The leverage does not reset daily like leveraged ETFs, and a large drop can take the value to zero or below.

Example: AMZN*2, TSLA:EUR*2 moves 2 times as much as the Amazon stock price.

Fraction Modifier:

Divides the asset price by N. The Portfolio only buys whole units, so use it to invest in expensive assets with a small balance.

Example: BTC-USD/100 is 1/100 of a Bitcoin.

Synthetic Modifier:

Creates a synthetic asset from the returns of two or more tickers. The + operator compounds their returns and the ~ operator divides by them. The result starts at 100, and all tickers must be in the same currency (use the currency modifier if needed).

Example: SPY~^VIX (S&P 500 relative to its volatility index)

Trim Modifier:

Limits the asset returns to a date range. Either date can be left empty (e.g., [2023-01-01|] or [|2023-12-31]). Combine it with + to hold one asset and then another over consecutive periods.

Examples: GOOG[2023-01-01|2023-12-31] (stock limited to 2023), IMAB.SA[|2020-12-31]+SELIC.SA[2021-01-01|] (IMA-B until 2020, then SELIC)