Create and compare different portfolio models and align investments with financial goals.

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, …

Online Monte Carlo simulation tool to test long term expected portfolio growth and portfolio survival during retirement

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected asset class level allocations in order to analyze and backtest portfolio returns, risk characteristics, …

Portfolio optimizer supporting mean variance optimization to find the optimal risk adjusted portfolio that lies on the efficient frontier, and optimization based on minimizing cvar, diversification or maximum …

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(1) Basic and pro plans support up to 150 assets with YTD results, free tier supports portfolios with up to 15 assets with limited history and excludes the current month-to-date results.

Multiple cashflow goals can be applied based on different life stages, and the simulation supports the use of a linear glide path to transition from a career stage growth portfolio into a retirement stage …

If you choose "Tickers" as the portfolio type, then the dropdown list will show securities based saved portfolios. You can also save both portfolio backtest and tactical asset allocation model results as …