iPulse AIPerformance & strategiesHISTORICAL SIMULATION

OPEN RESEARCH. MEASURABLE OUTCOMES.

Conviction meets
the market.

What happens after the forecast?
Follow five rule-based portfolios, compare them with the market, and inspect every move.

See exactly how we measure
Market data through 11 Sept 2026

THE BIG PICTURE

What $100,000 became.

One starting balance. Five strategies. The same market.

1 Dec 2025 — 11 Sept 2026 · 6 batches · USD · Cumulative returns
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Returns cover the dates above, after modeled dividend withholding and before trading and borrowing costs. SPY and QQQ are market references with different exposures; a higher return alone does not establish better risk-adjusted performance. The interest rate is a hypothetical annual assumption. Colored lines represent portfolios; thicker neutral lines and endpoint shapes identify benchmarks. The dashed $100,000 line shows holding cash with no interest.

PORTFOLIO WEALTH USD · includes cash and net dividend receivablesHover to inspect
$80k$100k$120k$140k$160kB1B2B3B4B5B61 Dec27 Jan25 Mar20 May16 Jul11 Sept
Cash BalanceStrategies may hold cash between batches. Paid dividends and sale proceeds wait until the next batch to be invested.
$0k$50k$100k1 Dec27 Jan25 Mar20 May16 Jul11 Sept
Cash Balance excludes reserved short collateral. Batch markers show rebalances. SPY and QQQ keep dividends in cash throughout; the interest and uninvested-cash reference lines appear only in the wealth chart.
How the research evolvedModels, forecast coverage and critical inputs · latest batch first
Each batch reflects the engine available at that time. New inputs do not, by themselves, prove better forecasts. Compare multiple batches and market conditions. Scroll horizontally to compare earlier runs.
Research inputBatch 6V6 · 5 Jul 2026Batch 5V5 · 3 Jun 2026Batch 4V4 · 3 May 2026Batch 3V3 · 11 Apr 2026Batch 2V2 · 19 Mar 2026Batch 1V1 · 28 Nov 2025
Model familyGemini 3.1 preview configurationsGemini 3.1 preview configurationsGemini 3 Pro preview configurationsGemini 3 Pro preview configurationsGemini 3 Pro previewGemini 2.5 GA and Gemini 3 preview configurations
Forecast opinions per assetInputs to original 1-year ranking11–12May include multiple modes or configurations of one advisor11–12May include multiple modes or configurations of one advisor10–12May include multiple modes or configurations of one advisor10–12May include multiple modes or configurations of one advisor4–16May include multiple modes or configurations of one advisor10–12May include multiple modes or configurations of one advisor
Global contextIncludedGoverned global context was supplied.IncludedGoverned world-state context was included.IncludedGoverned global context was included in the run.IncludedVerified 2025–2026 world-state context was supplied. This is the first batch for which that claim is valid.Not includedBatch 2 did not receive the later world-state context files.Not includedNo global-context component was supplied to Batch 1.
Cross-asset rankingsIncludedCurrent v7.4 architecture adds event-risk pressure and equity financial health; historical snapshots retain their formula identifiers.IncludedThe v7.2/v7.3 ranking generation incorporated dividend, dispersion, volatility, and cash-hurdle logic.IncludedRankings used the then-current post-generation formula and were later eligible for reproducible re-scoring.IncludedPost-generation ranking work existed, with formulas continuing to evolve after the run.Added after runThe first ranking implementation was created after this run, beginning March 27, 2026.Added after runRanking did not exist at generation time; frozen forecasts were eligible for later retrospective scoring.
Consensus synthesisIncludedIndependent forecasts were synthesized into asset-level consensus records.IncludedA second batch layer combined independent advisor forecasts into an asset consensus.Not includedThe dedicated asset-consensus layer followed this batch.Not includedThe dedicated asset-consensus layer had not yet been introduced.Not includedThe asset-consensus layer had not yet been introduced.Not includedForecasts were produced independently without the later asset-consensus layer.
Asset fundamentalsEquities onlyCurrency-normalized fundamentals were supplied for eligible equities.Equities onlyAsset-specific fundamentals were introduced for equities, not for asset classes without company financial statements.Not includedAsset-specific fundamentals were not yet part of the run.Not includedAsset-specific fundamentals were not yet part of the run.Not includedNo governed fundamentals input was supplied.Not includedNo governed fundamentals input was supplied.
Editorial reviewAdded after runThe formal editorial-review workflow was added after Batch 6 generation and now governs publication of Editorial Top Picks.Not includedThe formal editorial stage was introduced after the next deep-analysis execution.Not includedThe editorial publication workflow did not yet exist.Not includedThe editorial publication workflow did not yet exist.Not includedThe editorial publication workflow did not yet exist.Not includedThe editorial publication workflow did not yet exist.
Assets in the run377312312247212204
Main improvements before the run
  • Aligned reporting and ticker currencies and corrected P/E and related fundamental calculations.
  • Expanded the analyzed asset universe and shortened selected narrative fields.
  • Added asset-level consensus synthesis after independent advisor forecasts.
  • Added asset-specific fundamentals after global context for equity assets.
  • Standardized report language at subject-matter-expert level and added glossary assistance.
  • Increased Thinker-mode use and reduced overly long output fields.
  • Repeated the task goal and critical asset instructions at both ends of long prompt assemblies.
  • Kept global context while reducing the risk that essential instructions were lost inside 50,000-plus-token prompts.
  • Added global events and quantitative world-state context, arranged to preserve temporal proximity.
  • Expanded the asset universe and further revised the structured output schema.
  • Removed the ambiguous Nostradamus persona configuration.
  • Added persona, investment-framework, behavior, and communication-style configuration.
  • Tightened forecast-anchor and horizon-step requirements in output schema v4.
  • Standardized the main forecast path around a five-year structure.
  • Introduced machine-readable structured JSON outputs for comparison and later inspection.
  • Ran separate three-year and five-year forecast configurations as an early horizon experiment.

Opinion ranges show actual minimum and maximum input coverage, not independent human advisors. Models and capabilities follow the reviewed engine history; later ranking or editorial changes are labeled separately. Engine history Lessons learned

A reconstruction, not a live track record. These portfolios apply frozen batch rankings retrospectively from forecast dates. Some scores were archived later. Returns are hypothetical, net of modeled dividend withholding, before trading and borrowing costs. Read the methodology

BEYOND THE LINE

Every position has a story.

Explore one portfolio’s holdings and complete transaction record.

10 buys · weighted

Buy the 10 highest-ranked eligible stocks. Give higher ranks more capital. Sell a position after its price gains 25%; hold the proceeds until the next batch.

Allocation & exit rules
Portfolio wealth$129,090+29.09% since Batch 1
Cash Balance$99,23876.9% of portfolio wealth
Largest peak-to-trough fall-13.95%Maximum drawdown in this period
Net dividends received$1,278Paid cash, after modeled withholding
Wallet $99,238 − reserved short collateral $0 = free cash $99,238.Unpaid dividends: $0.
10 Sept 2026Batch 6REL.LSERELRelx PLCDividend received—+$69$99,238
18 Aug 2026Batch 6NOV.XETRANOVNovo Nordisk A/SDividend received—+$96$99,168
14 Aug 2026Batch 6ADYEN.AMSADYENAdyen NV25% profit exit-13.449+$16,793$99,072
14 Aug 2026Batch 6ACN.NYSEACNAccenture plcDividend received—+$198$82,279
14 Aug 2026Batch 6NOV.XETRANOVNovo Nordisk A/SDividend earned——$82,081
13 Aug 2026Batch 6INTU.NASDAQINTUIntuit Inc25% profit exit-69.326+$23,583$82,081
10 Aug 2026Batch 6ADBE.NASDAQADBEAdobe Inc.25% profit exit-71.248+$19,421$58,498
6 Aug 2026Batch 6REL.LSERELRelx PLCDividend earned——$39,076
31 Jul 2026Batch 6EDEN.PAREDENEdenred SA25% profit exit-333.964+$11,195$39,076
29 Jul 2026Batch 6ACN.NYSEACNAccenture plc25% profit exit-162.061+$27,745$27,881
1–10 of 145 records · 145 of 145 events loaded · Date / batch ↓
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TRUST COMES FROM THE DETAILS

No black box.
Here are the rules.

A rising line is only part of the evidence. Timing, risk, taxes, cash and execution assumptions all shape the result. We make those choices visible.

01 / SELECT

Start with the frozen ranking.

Use the original batch’s one-year stock ranking with at least 80% directional agreement. Each starting batch opens a fresh $100,000 simulated portfolio.

02 / FOLLOW THE RULES

Rebalance. Exit. Wait.

At every new batch, reallocate the portfolio using the strategy’s rules. Dividends and exit proceeds stay in cash until then. The allocation cap is 35% per underlying asset.

03 / ACCOUNT FOR EVERYTHING

Track wealth and spendable cash.

Value positions in USD. Include net paid dividends and unpaid entitlements; deduct short liabilities. Separate short-sale collateral from money available to invest.

Five strategies, explained.

The same rules apply across all selected batches.
01Top 10 · weighted, +25% exitSell at +25%

Buy the 10 highest-ranked eligible stocks. Give higher ranks more capital. Sell a position after its price gains 25%; hold the proceeds until the next batch.

Allocation: 20%, 17%, 14%, 12%, 10%, 8%, 7%, 5%, 4%, 3% by rank. If the eligible list is shorter, weights are redistributed within the 35% cap; any unallocatable balance stays in cash. Concentration trims may occur between batches.

02Top 10 · equal, +25% exitSell at +25%

Buy the 10 highest-ranked eligible stocks with equal starting allocations. Take profits after a 25% price gain and wait for the next batch to reinvest.

Allocation: 10% per stock when all 10 are eligible. If the eligible list is shorter, weights are redistributed within the 35% cap; any unallocatable balance stays in cash. Concentration trims may occur between batches.

03Top 10 · weighted, holdRebalance each batch

Buy the 10 highest-ranked eligible stocks, with more capital in higher ranks. Keep positions between batches, then rebalance to the new Top 10.

Allocation: 20%, 17%, 14%, 12%, 10%, 8%, 7%, 5%, 4%, 3% by rank. If the eligible list is shorter, weights are redistributed within the 35% cap; any unallocatable balance stays in cash. Concentration trims may occur between batches.

04Top 5 · forecast-target exit130% of forecast upside

Buy the five highest-ranked eligible stocks. Exit when the gain reaches 130% of the original one-year forecast upside. At the next batch, retain and resize overlapping names and refresh their targets.

Allocation: 20% per stock. A 20% forecast gain gives a 26% exit target, not a 130% price gain. If the eligible list is shorter, weights are redistributed within the 35% cap; any unallocatable balance stays in cash. Concentration trims may occur between batches.

05Top 20 buys + 5 shortsRebalance each batch

Allocate 60% to the 20 highest-ranked eligible buys and 40% to short positions in the five lowest-ranked eligible sells. Rebalance at each batch. Shorts profit when prices fall and lose when prices rise.

Allocation: 3% per buy and 8% per short when all names are eligible. Short proceeds are reserved as collateral; they are not free cash. If the eligible list is shorter, weights are redistributed within the 35% cap; any unallocatable balance stays in cash. Concentration trims may occur between batches.

Inspect the evidence. Form your own view.iPulse AI is an open agentic investment research platform. These experiments support research; they do not establish future returns or replace your investment judgment.

Explore our methodology

What these results do—and do not—tell you.

Historical reconstruction and timing

This view starts on the first execution date after each original forecast date. Some original scores were archived after those dates, so the simulation does not establish that these exact portfolios were available to trade at the time. It is retrospective research, not an audited live account or out-of-sample proof. The featured set was chosen after historical results were available; selection bias is possible.

Prices, currencies and dividends

The calculations use saved daily prices, FX and corporate actions. Stock and dividend currencies are handled separately, including GBX-to-GBP conversion. Dividends create entitlements on the ex-date and spendable cash on the payment date, after modeled issuer withholding. Unknown payment dates remain unpaid. Net receivables count toward wealth but cannot fund purchases. Source corrections and alternate-venue quote assumptions are retained in the underlying evaluation.

Benchmarks and comparison basis

The S&P 500 comparison buys SPY and the Nasdaq-100 comparison buys QQQ once at the selected starting batch and holds them; net dividends accumulate in cash. Both are ETF proxies, not official total-return indices. The cash line compounds the editable annual rate over elapsed calendar days using a 365.25-day year; it is a hypothetical constant-rate benchmark, before personal tax. Strategy cash does not earn this benchmark rate.

Execution, costs and concentration risk

Prices and exits use saved daily observations, not a guaranteed intraday limit fill. No commission, slippage, capital-gains tax or short-borrowing fee is modeled. Shorts assume availability without broker margin constraints and owe dividends. The 35% cap is checked at daily valuations and executable closes; prices can move between observations. Returns are period returns, not annualized forecasts or a promise of future results.

Source, freshness and reproducibility

This view uses a verified evaluation generation with prices through 11 Sept 2026, frozen original leaderboard batches, and independently initialized reports for every starting batch. Each generation uses saved prices and original leaderboard data that passed the evaluation checks. Each view stays on one verified generation while you explore; the as-of date identifies the prices used. Table exports include all records matching the current strategy, start batch and filters.