This task can be performed using Portfolio Backtest
Create portfolio backtests with AI
Best product for this task
Describe the portfolios you want to backtest and the relevant Stocks or ETFs will be found with AI. You'll get a detailed report on portfolio metrics like CAGR, portfolio value, annual returns, drawdowns and a range of visualisations.
What to expect from an ideal product
- Set up your portfolio by describing what you want to test and let the system find the right stocks and ETFs automatically instead of manually searching through thousands of options
- Get instant access to key performance numbers like CAGR, total returns, and maximum drawdowns without spending hours calculating these metrics yourself
- Compare how your portfolio would have performed year by year with clear annual return breakdowns that show both good and bad periods
- Spot potential risks early by reviewing detailed drawdown analysis that shows when and how much your portfolio lost during market downturns
- Make better investment decisions using visual charts and graphs that turn complex performance data into easy-to-understand reports you can actually use
