ETF EXPLORATION, WITH THE MATH IN VIEW

Understand
the mix.
See the tradeoffs.

Hands off ETF analysis. Set your hypothetical inputs and start a run. Steady Otter brings growth, risk, costs, and assumptions into one comparison.

Educational analytics. Rigorous mathematics.
No investment advice. No fiduciary relationship.

You set the scenario.
Steady Otter runs the analysis.

YOUR PART

Set up. Start a run.

Choose hypothetical inputs and assumptions.

Start analysis

HANDS OFF • AUTOMATIC ANALYSIS

  • Searches mixes

    Explores alternative ETF allocations.

  • Calculates outcomes

    Measures growth, downside, and costs.

  • Assembles results

    Brings the comparison and assumptions together.

Historical results and modeled outcomes, clearly separated.

THE FEATURE TO START WITH

Two portfolios.
One clear comparison.

A bigger return number tells only part of the story.

Put your seed mix beside an alternative from the same run. Read aligned rows for growth, drawdown, volatility, holdings, and funded projections. Compare the same periods and cost assumptions.

See the compare screen
Portfolio comparisonIllustrative screen
Comparison screen aligning the seed baseline and an alternative, with funded projection values above their AI summaries.

Rank is a model result. It is not a recommendation.

YOU SET THE QUESTION

Different budgets.
Different levels of exploration.

Keep the money in the example separate from the work done by the computer.

HYPOTHETICAL FUNDING

Change the scenario

Explore starting amounts, monthly contributions, and a modeled taxable or IRA setting. Use invented numbers—your actual finances are not needed.

ALGORITHM BUDGET

Change the search depth

Quick, Balanced, Thorough, and Max budgets control how much search and simulation work is requested.

COMPUTE EFFORT

Change the resources

A separate effort setting controls the compute resources used for that work. More resources do not guarantee a better result.

Advanced algorithm and compute controls require enabled alpha admin access. Available settings depend on access and run configuration.

Explore methods and controls
CURIOUS ABOUT THE NUMBERS?

The math is understandable.

Compounding, drawdown, and simulations—explained with examples at a 10th-grade math level.

Make sense of the math