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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Add ETFs?

Bob Peticolas

-2 г. in Помощь

Going forward performance roughly coinciding with historically optimized portfolios on this site?

Bob Peticolas

-2 г. in Общая

Dividend reinvestment

-2 г. in Общая

Introducing Configurable Screener Data Grids

Dmitry Shevchenko

-2 г. in Анонсы

Comparison Out of Whack

Charlie

-2 г. in Общая

Bonds (BND and/or BNDX) are greatly favored over stocks by the optimizer

Fred

-2 г. in Общая

How is Sharpe ratio calculated?

Bob Peticolas

-2 г. in Общая

Setting min/max allocations in optimizer

-2 г. in Общая

-2 г. in Общая

-2 г. in Общая

Stock comparison currency

Hedge Cat

-2 г. in Помощь

What's the basis for the Trends Portfolio?

-2 г. in Общая

2024

Ryan M Dorsey

-2 г. in Общая

Basis of calculations: historical or modelled?

Luca

-2 г. in Общая

Data loading error - string does not match regex

Alfonso Vera

-2 г. in Общая

All weather portfolio backtesting

BullRun

-2 г. in Общая

PortfoliosLab Trends Portfolio Rebalance (October 2023)

Dmitry Shevchenko

-2 г. in Анонсы

Composition Portfolio and Rebalance Metrics

The Warrior Trader

-2 г. in Общая

Data loading error Cannot find a solution for the given optimization problem. Please check your objectives/constraints.

The Warrior Trader

-2 г. in Общая

Introducing Hierarchical Risk Parity (HRP) Portfolio Optimizer

Dmitry Shevchenko

-2 г. in Анонсы