Do you really know how much risk your savings are taking? If your answer is "more or less", this article is for you. CloudPortfolios is a website with tools to measure portfolios and trading systems with data, explained with real examples and without jargon. I designed the site and all its tools myself, drawing on my experience as a chemical engineer and as a former investment fund manager. In this tour I'll show you what's in each area and where to start, depending on what you're looking for.
The five areas of the site
As soon as you land, the home page shows the five areas: Investing, Trading, Products, Education and Blog. Right below are the platform's two engines: one for investment portfolios and one for trading systems built on MetaTrader, a trading platform I'll cover properly in other articles.
Investing: two paths
The first is to analyse the portfolio you already have. In the builder you choose from more than 2,000 stocks, ETFs, bond ETFs, index funds and commodities, give each one a weight and, in seconds, you see its historical return, its volatility, its worst fall and other ratios that relate what you earn to the risk you take. If you prefer, you can import your portfolio from a file, and with the "what if…?" simulator you compare your original portfolio with a modified version over the same months.
The second is to let the engine search. You tell it what you want, for example the best return per unit of risk, set your limits (number of assets, maximum correlation, weight per sector or a risk limit against an index) and it explores a huge number of equal-weight combinations.
What very few sites show you: the check
Here's the important part. The engine splits history in two: it searches with the first part and checks with the second, which it hasn't seen. That way you see whether what worked in the past held up afterwards… or not.
And very often it doesn't. In a real search we ran on 31 October 2026, the portfolios that scored best in the search period later returned, on average, 6.7% a year, less than the whole universe with equal weights (10.4%) and the benchmark index (12.8%). These are past, hypothetical figures and they change with every search, but the lesson applies to any portfolio: a nice chart of the past is not enough. Knowing that before you invest is worth more than any perfect chart.
Trading: your MetaTrader systems
If you trade with MetaTrader, this is your area. You drag in your systems' reports, from MetaTrader 4 or 5 (CSV also works), and the site calculates advanced metrics for each one and how they relate to each other. You can then combine them into a portfolio and see whether together they behave better than separately. If you don't have reports yet, you can load some fictitious sample ones to try it out.
Products and blog
Products holds my five tools for MetaTrader 4 and 5: a market scanner (Multi Market Scanner), a trade manager (Trading Manager), an account risk guard (Account Risk Guardian), an account analyser (Trading Account Analytics) and a trade copier (Local Trade Copier). They are sold on the MQL5 Market and each one has a free demo you can run in the Strategy Tester.
On the Blog you'll find articles on financial education, investing, trading and products, in English and Spanish, each with its video at the end.
Where to start
- If you want to know how much risk you already carry: measure your portfolio in the builder.
- If you want to explore ideas: try the engine and always look at the check period.
- If you trade: upload your MetaTrader reports.
- If you want to understand the concepts: read the blog.
For now, the investing tools are free and you don't need to sign up. In the next tutorial I'll show you, step by step, how to analyse your own portfolio.
Risk warning: leveraged products such as CFDs are complex and can lead to rapid losses, even greater than the capital deposited. They are not suitable for all investors.
For educational and informational purposes only, published on 3 November 2026. This is not financial, tax or legal advice, a personal investment recommendation, or an offer or solicitation to buy any product. The author's own tools are described for information only. Tool results are hypothetical and based on past prices. Past performance is not a reliable indicator of future results and all investing involves risk, including loss of capital. Figures and rules may have changed since publication. Consult an authorised professional before making decisions.