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
- Describe your investment strategy in plain English and let AI automatically find the best matching stocks and ETFs for your portfolio
- Get comprehensive performance metrics including compound annual growth rate, total returns, and maximum drawdowns without manual calculations
- See how your portfolio would have performed over different time periods with detailed historical backtesting reports
- Compare multiple portfolio strategies side-by-side using visual charts and graphs to identify the strongest performers
- Skip the tedious research of individual stock selection and focus on testing your investment ideas with AI-curated asset recommendations
