Why PeakSync?
Designed for investors who want edge they can explain
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Prebuilt portfolios: 10 model portfolios built from PeakSync's proprietary factors
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Transparent rules: factor scoring you can understand
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News overlay: sentiment helps avoid persistent negative narratives
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You control execution: no pooled fund, no lockups
Evidence, not vibes—hypothetical backtests with CAGR, Sharpe, and drawdown.
An AI powered research terminal is included:
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Macro Dashboard: trend + risk regime in one view
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Research Analyst: Turn headlines + fundamentals into a clean, explainable thesis.
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News Brief: headline scanning with clickable sources
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Signals & Downloads: grab holdings and rebalance instructions
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Risk Desk: drawdown, concentration, and turnover check
How it works?
1) PeakSync ranks the S&P 500 with factor sleeves
Each sleeve scores stocks using transparent, rules-based signals.
2) PeakSync combines the sleeves into 10 portfolios
Portfolios blend sleeves into different risk profiles and styles.
3) You mirror the trades in your own account
Monthly constituent refresh (sell exits, buy entrants); remaining holdings not resized.
The News Sentiment Overlay
PeakSync adds a live news-sentiment layer on top of the factor engine to help avoid persistent negative narratives and favor improving stories.
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Scores news flow: Headlines + company updates are scored for tone and direction.
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Down-ranks chronic negativity: Strong factor names with persistently bad news can be reduced or removed.
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Favors improving stories: When factor scores are similar, improving sentiment breaks ties.
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Adapts in stress: In broad risk-off tape, the system can tilt toward quality/carry.
Not day-trading. Designed to improve selection and risk control while staying explainable.
Get 50% Off For Your First Month
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Start for $45 - Then $90 Month
Your subscription includes access to the portfolios and terminal:
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15 S&P 500 Portfolios 15-yr Backtests
5 Peak Portfolios Averaging 15.3% CAGR
5 Pro Portfolios Averaging 20.7% CAGR
5 Supra Portfolios Averaging 25.9% CAGR
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AI Powered Research Terminal
Macro Dashboard
Research Analysis
Signals
News Briefs
Risk Desk
Portfolios typically hold 8-50 positions with weekly and monthly rebalancing options, and are constructed from a blend of proprietary factor sleeves.
PeakSync 15 Year Portfolio Performance
Illustrative, pre-fee & pre-cost. Past performance is not indicative of future results. Designed for long-term, sleep-at-night investing.
50 Position Peak Portfolios
Peak Core
Peak Edge
Peak Growth
Peak Guard
Peak Value
15Y CAGR
16.5%
15.8%
16.0%
13.7%
14.4%
20 Position Pro Portfolios*
Pro Core
Pro Edge
Pro Growth
Pro Guard
Pro Value
15Y CAGR
19.6%
21.6%
22.2%
20.1%
19.9%
8 Position Supra Portfolios*
Supra Core
Supra Edge
Supra Growth
Supra Guard
Supra Value
15Y CAGR
25.9%
27.0%
25.7%
25.9%
25.2%
Annual Turnover
92%
89%
89%
14%
37%
Annual Turnover
112%
112%
110%
118%
119%
Annual Turnover
399%
385%
370%
444%
463%
Sharpe
0.86
0.84
0.85
0.92
0.95
Sharpe
0.87
0.91
0.93
0.88
0.87
Sharpe
0.99
0.99
0.96
1.00
0.97
Max Drawdown
-31%
-31%
-31%
-33%
-30%
Max Drawdown
-39%
-40%
-40%
-39%
-39%
Max Drawdown
-37%
-37%
-37%
-36%
-37%
*8 and 20 position portfolios are more concentrated and may have higher expected volatility and drawdowns.
Backtested, monthly rebalance; pre-fee & pre-cost; estimated 0.10% slippage.
Who PeakSync Is For
PeakSync is built for investors who:
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Want more than index funds, but don’t want to live inside spreadsheets or day-trade.
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Prefer rules over gut feel, and are comfortable with a systematic process.
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Like seeing clear, long-term stats—CAGR, Sharpe, drawdown—before committing capital.
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Want portfolios they can implement through their existing brokerage or advisor.
If you think in terms of sleeves, factors, and long-term discipline, PeakSync was built for you.
Compliance and Expectations
PeakSync provides AI Factor model portfolios and quantitative research for educational and informational purposes only. PeakSync does not manage money, provide personalized investment advice, or guarantee future results.
All performance figures shown are hypothetical backtests on the S&P 500, based on specific rules, assumptions, and data sources, and are before fees and taxes. Real-world results will differ from backtested performance. Past performance is not indicative of future results.
If you choose to implement any model portfolio, you are responsible for your own investment decisions and for understanding the risks involved.