Model Portfolios With Receipts

1. Live-verified basket track records

Every basket page has always shown a transparent trailing backtest versus the S&P 500 — and labeled it honestly as a backtest, because that's what it is: a retrospective simulation. The problem with backtests is that everyone has a good one. As of today, every curated Strategy Basket ALSO runs in a dedicated QuantLogix paper-money model account: seeded once at publication with $1,000,000 at equal weight, never edited, marked to market every trading day after the close.

The result is a live forward record — return, alpha versus SPY, max drawdown, measured from June 12, 2026 onward — rendered on every basket card and detail page as a green "⬤ LIVE" strip, clearly separated from the backtest. The record is permanent and append-only: a same-day re-mark replaces the day's point, history is never rewritten. It compounds in credibility every single trading day, the same philosophy as our verified signal track record.

2. 487 investment themes → baskets on demand

The new theme directory covers 487 investment themes — from Humanoid Robotics and GLP-1 Ripple Effects to Nuclear Renaissance and Quantum Computing. Pick any theme on the Strategy Baskets page and the engine resolves it into an equal-weight basket of liquid, US-listed names — each validated against the QuantLogix universe so live prices and 5-factor engine signals exist for every holding, with the trailing backtest computed on the spot.

Theme access scales with your plan: Free accounts include 5 theme baskets per month, Starter 25, Pro 100, and Institutional unlocks all of them. Re-opening a theme you've already built never counts against your quota.

3. Watch any basket — alerts when something actually changes

Every basket card and detail page now has a 🔔 Watch button. Watching a basket gets you a push notification when something newsworthy happens — the basket's average 5-factor engine read moves ten or more points, or its live record crosses a five-point alpha milestone against SPY ("now beating SPY by 5+ points since publication"). One notification per event, deep-linked back to the basket. Watching is available on every plan, including Free (3 watched baskets; Starter 10, Pro 50, Institutional 200).

4. A personalized starting point in 60 seconds

New to QuantLogix — or know someone who is? /start asks four questions (your goal, a little about you, your risk appetite, what you're into) and builds a personalized starting point: a strategy basket matched to your interests, one of the nine QL Intelligence advisor personas with a starter question ready to copy, and a first-week checklist. Completing it also fills in the profile the multi-agent portfolio analysis uses, so the deeper tools work better immediately.

5. Invite a friend — you both get AI tokens

The new referral program: share your link, and when a friend joins and completes the 60-second personalization at /start, they get 50,000 bonus AI tokens and you get 100,000 — usable on research reports, QL Intelligence chat, and every AI surface, on any plan. Your link, share buttons, and stats live at /invite.

What this adds up to

The thread connecting all of it: verifiable forward performance beats persuasive retrospective performance. A backtest tells you what would have happened; the live record tells you what did. From today, every model portfolio on QuantLogix carries both — clearly labeled — and the record only gets longer.