Portfolio Simulation

Portfolio123 allows you to test a trading strategy in the past to see how it would have performed.  You can run backtests of your stock / ETF screens or portfolio strategies with unprecedented realism and speed. 

Portfolio simulation


Simulator Key Features:

  • Test your trading system from January 1999 with a complete dataset
  • No survivorship biases: Analysis is Point-In-Time
  • Include realistic assumptions from trades: commission and slippage
  • Accurately accounts for splits and dividends
  • See all transactions, risk and performance statistics, and much more
  • No computer code required. Strategies are expressed in Excel™ like formulas and rules