¿Los datos de rendimiento histórico garantizan resultados futuros?

No. El rendimiento histórico muestra cómo se habría comportado una estrategia en el pasado. Los mercados pueden comportarse de forma distinta en el futuro y toda inversión conlleva riesgo de pérdida.

¿Necesito conocimientos técnicos para usar la plataforma?

No es necesario. El panel presenta los datos de forma visual y los informes incluyen explicaciones en lenguaje claro sobre cada métrica de riesgo y rentabilidad.

¿Con qué frecuencia se actualiza el modelo?

El motor incorpora nuevos datos de mercado de forma continua y recalcula recomendaciones de asignación cada trimestre, salvo cambios significativos de volatilidad que requieran revisión anticipada.

¿Qué nivel de riesgo puedo elegir?

Existen tres perfiles configurables: conservador, equilibrado y variable. Cada perfil ajusta el peso de activos de mayor volatilidad dentro de la cartera optimizada.

¿Cómo se calcula la reducción de riesgo mencionada?

Se compara la volatilidad anualizada y el drawdown máximo de la cartera optimizada frente a una cartera equivalente sin optimización, usando el mismo periodo histórico de referencia.

Xanvurleq financial data analysis dashboard with historical performance graphs

Investment strategies backed by historical data, not intuition

Xanvurleq analyzes decades of market data to build optimized portfolios. Each recommendation is supported by verifiable historical performance and measurable risk reduction.

Start free analysis See backtested strategies

Market data since 2005 No daily active management Quarterly performance reports

Methodology

How the model builds each recommendation

The Xanvurleq engine combines historical series of prices, volume and volatility with macroeconomic variables. The result is a calculated portfolio allocation, not a speculative prediction.

Data collection

Market data, macro indicators and volatility series from the last twenty years are integrated.

Predictive modeling

The system identifies recurring risk-return patterns and validates them against previous crisis periods.

Portfolio optimization

Combinations of assets are generated that maximize profitability adjusted to the risk defined by the user.

Periodic review

Every quarter the model recalculates portfolio weights based on new data, without daily manual intervention.

The panel shows the evolution of each portfolio against its benchmark index, along with the maximum drawdown range recorded in each historical cycle analyzed.

Proven profitability

Results obtained on real historical data

The following figures come from simulations on past market data. Historical performance does not guarantee future results, but it allows evaluating the behavior of the model in different economic cycles.

18 years of data analyzed by strategy

4 crisis cycles included in the backtest

Quarterly model rebalancing frequency

3 levels risk profile available

Risk reduction is measured by comparing the volatility of each optimized portfolio against a reference portfolio without optimization. The backtesting reports include details of drawdown, annualized volatility and correlation between assets for each evaluated period.

Main functions

Tools to manage your strategy without spending hours a day

Each feature is designed for those looking for additional income managed with data, without needing to follow the market daily.

Portfolio simulator

Enter a reference capital and a time horizon. The simulator shows the historical performance that that combination of assets would have obtained in recent market cycles.

Rebalancing alerts

The system notifies when the model recommends adjusting the asset allocation, along with the statistical justification for the change.

Quarterly risk report

Every three months a report is generated with volatility, drawdown and correlation between assets, compared to the previous quarter.

Historical Performance Dashboard

Visualize the evolution of your portfolio against benchmark indices, with exportable data for external review.

The performance dashboard includes a time horizon slider: adjusting it automatically recalculates profitability and risk indicators for the selected period.

Xanvurleq team reviewing financial data analysis models in a work environment

A portfolio optimization approach based on verifiable data

Xanvurleq was born to provide access to quantitative analysis methodologies that were previously limited to institutional managers. The model does not promise fixed results: it exposes historical data and calculated probabilities so that each user can decide with complete information.

The team keeps the analysis engine updated with new market data every quarter, adjusting risk parameters based on the recent performance of the included assets.

Know the complete methodology

Use cases

How people with another main job apply these strategies

The following scenarios illustrate different usage profiles. Projections are based on simulated historical data, not guaranteed results.

Savings with monthly review

A user allocates a fixed portion of their monthly savings to a moderate risk portfolio, reviewing the panel once a month.

Profile: conservative · monthly review

Diversification of existing income

Someone with income from a side business uses the model to allocate excess cash into a sector-diversified portfolio.

Profile: balanced quarterly rebalancing

Accumulated capital management

A user with capital already saved tests different time horizons in the simulator before defining their final allocation.

Profile: variable · comparison of scenarios

Frequently asked questions

Common questions about risk and technical operation

Does historical performance data guarantee future results?

No. Historical performance shows how a strategy would have performed in the past. Markets may behave differently in the future and all investments carry risk of loss.

Do I need technical knowledge to use the platform?

There's no need. The dashboard presents data visually, and reports include clear language explanations of each risk and return metric.

How often is the model updated?

The engine continuously incorporates new market data and recalculates allocation recommendations every quarter, unless significant changes in volatility require early review.

What risk level can I choose?

There are three configurable profiles: conservative, balanced and variable. Each profile adjusts the weight of higher volatility assets within the optimized portfolio.

How is the aforementioned risk reduction calculated?

The annualized volatility and maximum drawdown of the optimized portfolio are compared to an equivalent portfolio without optimization, using the same historical reference period.

Technical support available via email for questions on account setup, report interpretation, and access to exported historical data.