Platform Updates

Find Better ETFs and Mutual Funds Without the Guesswork

We just made it easier to find better ETFs and mutual funds in the same category with a dedicated alternatives comparison page.

March 18, 26

New Portfolio Metrics: Alpha, Beta, R², Upside and Downside Capture

We added a Benchmark Metrics block to all portfolio pages and to the portfolio analysis tool results.

February 23, 26

Walk-Forward Backtesting for Portfolio Optimization

Portfolio Optimization now supports walk-forward backtesting. Re-optimize your portfolio quarterly or yearly using only past data.

General

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Great Product

Farshad

last yr. in General

Does performance chart just add the dividends when applicable or does it do dividend reinvestment?

royalrage

last yr. in General

VAR and Expected Shortfall calculators

Temo Khmelidze

last yr. in General

Cannot find a historical USD index in here

cuneyt urkun

last yr. in General

Feature idea - suggesting new diversified best risk/return options for a portfolio ?

last yr. in General

Performance Chart Excluding Dividends

last yr. in General

last yr. in General

last yr. in General

Portfolio rebalance feature request

Navis Sek

last yr. in General

Screener

michael

last yr. in General

Omega Ratio Suggestion

caio quirino

last yr. in General

Portfolio effect contradicts fund comparison

Dan

last yr. in General

Portfolio

Farshad

last yr. in General

Market filter for screeners

Scott Allen

last yr. in General

There are only 4 markets!

Daniel1312

last yr. in General

Missing Symbols

Jim Jaskunas

last yr. in General

Another additions to the Wishlist: Variable Time Intervals and Stocks FIll-Ins.

Investing_4Fun

last yr. in General

Is it any way for sorting stocks/ETF alphabetically in an existing portfolio?

Investing_4Fun

last yr. in General

How to add TIPS or US Bonds to the portfolio, I can't find a way to do it.

Emcs

last yr. in General

Getting Historical Performance - capped by available data?

Silverback

last yr. in General