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Обновления Платформы

01 апреля 26 г.

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.

18 марта 26 г.

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.

23 февраля 26 г.

Walk-Forward Backtesting for Portfolio Optimization

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

Обсуждения

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Excluding some screener categories
Marcus Crahan

в пр. г. in Улучшения Платформы

2

The optimization date is out of the portfolio rnage
François Melançon

в пр. г. in Общая

1

calculation of performance
Marcus Crahan

в пр. г. in Общая

3

Performance return calculation
Marcus Crahan

в пр. г. in Общая

2

Understanding annualized return
Steve

в пр. г. in Общая

2

Monthly Custom Data
Lkwd

в пр. г. in Помощь

1

Please add MAGN?
Karl Restall

в пр. г. in Общая

2

New: Valuation & Profitability Insights
Dmitry Shevchenko

в пр. г. in Анонсы

0

Will be possible add Czech stocks (*.PR), please?
Jan Vokurka

в пр. г. in Общая

1

Tool request: rolling annualized return
D

в пр. г. in Улучшения Платформы

0

Performance Calculations and Importing Data
Travis Plain

в пр. г. in Общая

1

How are portfolios rebalanced?
Log

в пр. г. in Общая

1

Start and end date for portfolio performance & analysis
John Harrison

в пр. г. in Общая

3

Incorrect VEMT.L data
Daniele Passariello

в пр. г. in Общая

1

Missing ALAB
Karl Restall

в пр. г. in Общая

2

Missing FLGXX
Karl Restall

в пр. г. in Общая

1

We need Risk-Adjusted Performance Rank based on diverse time periods.
Minghe Shen

в пр. г. in Улучшения Платформы

1

Incorrect SPAXX Data
Karl Restall

в пр. г. in Общая

2

Data Issues
Phil R

в пр. г. in Общая

1

Dividend reinvested?
La Boheme

в пр. г. in Общая

0