Supercharge your investment portfolio

Create, analyze and backtest your investment portfolios. Make better investment decisions.

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Analyze your investments

Make better informed decisions by analyzing your assets for risk and reward. How much return can I expect to make? How much risk am I taking? How does it compare to another asset? Our analysis tool got you covered.

“Best in-depth overview of your investments. I'm no longer left in the dark, I know exactly how much I set to gain or lose from my portfolio.”

Will Blais, Software Engineer
Analysis tool user interface

Build your own portfolio

Use stocks, ETFs, mutual funds or indices to build your ideal portfolio. Create a buy-and-hold portfolio with an optional rebalancing frequency. Or prefer a trend-based dynamic portfolio? Track rebalancing changes automatically.

Backtesting tool user interface

Extensive analytics and backtesting tools for investors

Use our state-of-the-art tools built for long-term DIY investors from all over the world. We're bringing hedge fund-level capabilities to retail investors.

International Assets

Beside US-based assets, we also support European and Asian domiciliated assets.

Multi Currency

Euros. Dollars. British pound. Swiss Francs. And more. Rejoice, international investors.

Long Historical Data

We have historical prices for major indices and asset classes dating back to 1970s and earlier which can be used to backtest a strategy.

Financial and Statistical Ratios

Analyze your portfolio with a multitude of financial and statistical ratios such as Sharpe Ratio and Maximum Drawdown.

Portfolio Rebalancing

Set flexible rebalancing periods, e.g. monthly, quarterly, or yearly. Start of the month? End of the month? Whatever works best for you.

Email Notifications

Stay on top of your investments and get notified when your portfolio needs to be rebalanced/changed.

Taxes and Commissions

Get as close to reality by backtesting your portfolio with transaction fees and taxes included.

Trend-based Models

Build dynamic portfolios based on tactical asset allocation (TAA) strategies for additional return and downside protection.

Ready to get started? Get in touch or create an account.