Portfolio Analytics

Hypothetical or real portfolios
using stocks, ETFs, funds, indexes

Performance analysis

Obtain immediate portfolio backtest results through multiple views emphasizing risk vs. return trade-offs. Supports portfolios of stocks, ETFs and mutual funds.

Features

  • advisory fee simulation [more]
  • proxy backfill for assets with insufficient history [more]
  • blended benchmarks [more]
  • maximum drawdown [more]
  • import asset history [more]
  • accurate dividend handling and reporting