Portfolio backtesting online
Backtest screen criteria and trading strategies across a range of dates. Tests can be made against a specific symbol or you can simulate multi-holding portfolios. Screen the market using technical and fundamental criteria to find suitable symbols for further analysis. Save charts for all your favorite symbols, technical indicators, and timescales for easy retrieval next time. Screen for recognized patterns such as a Hanging Man or create reusable blocks of custom criteria.
Backtest Portfolio Asset Allocation
Portfolio Backtesting is an important part of the optimization process and wealth management in general. Macroaxis portfolio backtesting module can be used to forward test your optimization strategies against past selected historical horizons.
Although most portfolio backtesting tools are very sophisticated and require some degree of user training in trading, portfolio accounting, and statistics, we provide a straightforward interface to do this using a very intuitive micro workflow.
This methodology of optimizing and instant backtesting significantly improves return on technology and software used to optimize all your investments across multiple portfolios. Enhance returns on your managed portfolios and reduce exposure to risk by backtesting your optimization strategies forward to develop rebalancing techniques that maximize your risk-adjusted returns on your investments.
Macroaxis backtesting module allows investors to instantly evaluate the effectiveness of their optimization strategies by exposing real-time backtesting results emphasizing trade-offs between risk and returns. In addition to our portfolio backtesting framework, Macroaxis provides a suite of investment solutions through the Software as a Service model SaaS.
This allows investor and money managers to focus less on technology, and more on managing portfolios or servicing clients. Contact Us. Updating Transaction Report was successfully generated. Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. Feedback Blog. Made with optimal in San Francisco.
All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully.
Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification.
Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results.
All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses.
All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page.
This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and. Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment.
My investment strategy in the markets stocks, bonds, commodities, real estate etc. Translated that means that I will take calculated risks in order to increase my portfolio. Take for example the — financial crisis. Can you sit and watch almost half of your money disappear in a few weeks? Not me!
This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks.
Toggle navigation Diversify Portfolio. Portfolio Backtest. Backtest your stock portfolio: Chart your performance over several years Analyze key risk and performance metrics Compare performance relative to any benchmark Backtest multiple portfolios.
The Best Portfolio Analyzers
Portfolio Backtesting is an important part of the optimization process and wealth management in general. Macroaxis portfolio backtesting module can be used to forward test your optimization strategies against past selected historical horizons. Although most portfolio backtesting tools are very sophisticated and require some degree of user training in trading, portfolio accounting, and statistics, we provide a straightforward interface to do this using a very intuitive micro workflow. This methodology of optimizing and instant backtesting significantly improves return on technology and software used to optimize all your investments across multiple portfolios. Enhance returns on your managed portfolios and reduce exposure to risk by backtesting your optimization strategies forward to develop rebalancing techniques that maximize your risk-adjusted returns on your investments.
Portfolio Backtest
FuturesBacktest is a configurable online platform for backtesting futures contracts portfolios without coding. We let you to combine popular investment strategies such as trend following, carry trading or value applied across your investment universe. We provide also weighting methods rooted in academic literature on portfolio construction: inverse-volatility, mean-variance optimization, risk-parity …. Our backtesting engine rebalances the whole portfolio at given dates, which lowers the number of trades and makes it more manageable to track. We are introducing options to compute assets weights dynamically at each rebalancing date, featuring mean-variance and risk-parity methods. You may be familiar with backtesting individual stocks or ETF portfolios. Futures contracts are different in some ways. Docs Blog Login. Create a free account and start backtesting now! Sign up Learn more.
Portfolio Visualizer is an online software platform for portfolio and investment analytics to help you make informed decisions when comparing and analyzing portfolios and investment products. Our suite of quantitative tools covers portfolio modeling and backtesting, Monte Carlo simulations, portfolio optimization, factor models, and tactical asset allocation models.
The following tools do a great job of letting you test out the performance of different portfolios. If you play around with these portfolio analyzers, asset allocation tools and calculators, you should be able to find a portfolio that fits your unique needs. I invest with Vanguard for a variety of reasons , but one is the section of their site dedicated to investment calculators and tools. This is a great resource for constructing mock portfolios and seeing how they have performed in the past.
The Coolest Portfolio Tool on the Web
Have you ever wanted to look at all of your investment portfolios in one place and see if you're making the right decisions? If you have all of your holdings in one brokerage, it's not too difficult. If you have several, as many people do, it can be a little more complicated. And it's not like moving funds and stocks around is easy or cheap, those ACAT transfer fees can get pricey! What if I told you there are tools out there that can analyze your various holdings to give you a better understanding of how you are set up? If perhaps you're overexposed in some areas or underexposed in others? Portfolio Visualizer is the most technical of the portfolio analyzers in this review. It can be a little intimidating, given how much it's able to do, but think of it less like a toolbox and more like the entire hardware store. You can pick and choose what you want to use. This analyzer can provide you with an aggregation of your portfolio, but it also has a laundry list of important tools, like factor analysis, adaptive allocations, and even the ability to create a momentum portfolio. If you go to the homepage, it can look like a dictionary of complex financial terms but you don't have to use them all immediately. One of the biggest advantages it offers is the ability to backtest portfolios. You can run three separate asset allocations at a time, making it much easier to find which one will work best for you. They offer backtesting allocations going back to though the analyzer only seems to go back to
Backtest and refine trading strategies
My fave thing about the FinTech space is the fact that amazing tools can literally sprout up from anywhere. I get sent stuff all the time to take a look at. I spoke to Tyler this week by phone to get a little bit of background on why he built the tool and see what he intends to do with it. Portfolio management is a hobby of his, but he was very unsatisfied with the available tools and thought he could build a more explanatory illustration for himself as he backtested different strategies. In other words, if I tell you that a roller coaster has an average speed of 40mph, am I really telling you anything about what the experience of the ride might be like? Not quite. The same is true when describing the experience of holding an asset class over time. As you can see, this is a portfolio that would have hypothetically produced a median cumulative annual growth rate of 7.
