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Could you show me how to perform a backtest on PortfolioLab specifying an initial amount and regular monthly contributions?

I4
Investment 4 LifeNovember 04, 25 | Posted in Help

Could someone please tell me how to run a backtest in Portfolio Lab where I:

  1. set an initial investment amount,
  2. make regular monthly contributions of US $1,000
  3. apply a dollar‑cost‑averaging (DCA) strategy?”
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DS
Dmitry ShevchenkoNovember 04, 25

Hey, we don't have automated DCA backtesting, but it can be replicated using Transactional portfolios with manual buy transactions every month, though it might be a bit tedious if you need to backtest the strategy for multiple years.

Just curious, what are you trying to figure out with this backtest? (Comparing DCA vs lump sum for yourself or something else?)



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