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 portfolio strategies in plain language and Portfolio Backtest automatically identifies the right stocks or ETFs to match your criteria.
- Compare annual returns side by side across multiple portfolio strategies without manually pulling historical price data or building spreadsheets.
- Get a full breakdown of CAGR, drawdowns, and portfolio value over time so you can see exactly where each strategy gained or lost ground.
- Run backtests across different asset mixes, sectors, or risk profiles and get visual reports that make year-by-year performance easy to read.
- Skip the guesswork on ticker selection by letting the AI match your described strategy to real securities before the backtest even runs.
