Backtest Your Portfolio Before You Invest
Simulate dollar-cost averaging with real historical data. Compare your portfolio against the S&P 500. Make informed decisions.
portfolio-analysis
$ analyze --tickers AAPL,MSFT,VOO --years 5
Fetching historical data...
Running DCA simulation @ $1,000/mo...
Comparing against S&P 500 benchmark...
Portfolio Value: $82,437.21
S&P 500: $74,892.55
USD Savings: $60,000.00
Your portfolio outperformed S&P 500 by +10.1%
Built for serious investors
Historical Data
Access decades of real market data from Yahoo Finance. Stocks, ETFs, crypto, commodities, and more.
S&P 500 Benchmark
See exactly how your strategy compares to the market index. Measure your alpha over any time period.
Annual Rebalancing
Toggle annual rebalancing to see how maintaining target allocations affects long-term performance.
FAQ
What is portfolio backtesting?
Portfolio backtesting simulates how your investment strategy would have performed using real historical market data. You define your asset allocation and monthly investment, and we calculate exactly what your portfolio would be worth today.
What is Dollar-Cost Averaging (DCA)?
DCA is an investment strategy where you invest a fixed amount at regular intervals (monthly). This reduces the impact of market volatility by buying more shares when prices are low and fewer when prices are high.
Where does the historical data come from?
We use Yahoo Finance for all historical price data. This includes stocks, ETFs, cryptocurrencies, commodities, and more — covering decades of market history.
What does "rebalance annually" do?
Annual rebalancing adjusts your portfolio back to target allocations at the end of each year. Over time, some assets grow faster than others, causing your allocation to drift. Rebalancing sells overweight assets and buys underweight ones.
Is this free?
Yes! All features are currently available at no cost, including backtesting up to 30 years, Monte Carlo simulations, and CSV export.
How many assets can I include?
Each portfolio can include up to 10 different assets. You can save up to 10 different portfolio configurations.
Is this financial advice?
No. This tool is for educational and informational purposes only. Past performance does not guarantee future results. Always consult a qualified financial advisor before making investment decisions.