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
- Automatically finds and analyzes the stocks and ETFs in your portfolio using AI, eliminating manual data collection for CAGR calculations
- Generates detailed reports with pre-calculated CAGR metrics so you don't need to build complex spreadsheet formulas or learn financial math
- Provides ready-made drawdown analysis showing maximum losses and recovery periods without requiring you to track daily portfolio values
- Creates visual charts and graphs that make it easy to spot performance trends and drawdown patterns at a glance
- Delivers comprehensive portfolio metrics in one report, saving hours of manual calculation work that would normally require multiple tools and data sources
