Обновления Платформы

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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Dividend Charts and Dividend Aristocrats

Dmitry Shevchenko

в пр. г. in Анонсы

static vs transactions, documentation in general?

Patrick Holt (Patrick)

в пр. г. in Помощь

Portfolio rebalance feature request

Navis Sek

в пр. г. in Общая

Dividends showing empty

Phylliss Lundquist

в пр. г. in Помощь

Thanks for adding 10y omega ration on columns

caio quirino

в пр. г. in Улучшения Платформы

Comparing two or more portofolios

Brad Littlejohn

в пр. г. in Помощь

Enhanced Screener Filters: Negate & Multi-Select

Dmitry Shevchenko

в пр. г. in Анонсы

Screener

michael

в пр. г. in Общая

Introducing the Portfolio Screener

Dmitry Shevchenko

в пр. г. in Анонсы

Omega Ratio Suggestion

caio quirino

в пр. г. in Общая

Portfolio effect contradicts fund comparison

Dan

в пр. г. in Общая

Portfolio

Farshad

в пр. г. in Общая

Market filter for screeners

Scott Allen

в пр. г. in Общая

Max drawdown

Rodolfo Herrera

в пр. г. in Помощь

There are only 4 markets!

Daniel1312

в пр. г. in Общая

Missing Symbols

Jim Jaskunas

в пр. г. in Общая

Portfolio Rebalance based on position weight/size

RDP916

в пр. г. in Улучшения Платформы

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

Investing_4Fun

в пр. г. in Общая

Additions to Wishlist: Monte-Carlo Simulations

Investing_4Fun

в пр. г. in Улучшения Платформы

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

Investing_4Fun

в пр. г. in Общая