Source the archetype
Use public PortfolioCharts portfolio names and source links as the input corpus.
PortfolioBeliefsXRay
What does each portfolio believe?
A first working demo that takes the famous public PortfolioCharts archetypes and runs them through a qualitative belief lens: implied worldview, stress regimes, contradictions, watchlist, and review questions. No backtest claims, no trading advice.
Proof targetArchetype in → belief memo outPortfolioBeliefsXRay before live OpenBB augmentation
Infer the worldview
Translate the portfolio recipe into beliefs, fears, contradictions, and review questions.
Stay bounded
Do not invent historical returns or tell the user what to buy, sell, increase, or decrease.
PortfolioCharts corpus
21 public archetypes, one belief lens
All-weather
Golden Butterfly Portfolio
The portfolio is saying: I want the calm of regime balance, but I still believe prosperity should be allowed to matter.
Belief clarity91qualitative X-Ray score, not performance
What does it believe?A Permanent Portfolio cousin with a prosperity tilt through small-cap value.
Core beliefs
- Economic regimes should be balanced deliberately.
- Gold and treasuries are not decoration; they are regime tools.
- Prosperity deserves a higher weight than pure survival.
What it fears
- Equity crashes
- monetary stress
- deflationary shocks
- an all-weather portfolio with too little growth
Macro fingerprint
prosperity
82
recession
78
inflation
84
deflation
84
Strongest mapped regime: inflation. These are interpretation scores, not PortfolioCharts performance metrics.
Watchlist
real ratesgold trendsmall value behaviorinflation versus growth
It wants all-weather stability, but its extra equity sleeve makes it less purely neutral than the Permanent Portfolio.
Is the small-value sleeve a permanent prosperity belief or a backtest-shaped improvement?
Focused lab
One portfolio, deeper explanation
The next proof slice is a dedicated Golden Ratio Explanation Lab: allocation anatomy, hidden caveats, chart-lens queue, and maintenance questions for one source-backed portfolio.
Sources and boundary
What this demo is and is not
This is the first visible PortfolioBeliefsXRay surface. The analysis is qualitative and source-attributed. Exact historical results remain PortfolioCharts' territory unless this project computes them independently later.