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1. www.portfoliovisualizer.comPortfolio Visualizer

   www.portfoliovisualizer.com

   • 網頁紀錄

   Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlations and efficient frontiers.

   • Backtest Portfolio

     This portfolio backtesting tool allows you to construct ...

   • Examples

     Gallery of Examples This gallery of examples highlights ...

   • Docs

     Sometimes a portfolio model can contain assets with a ...

   • Pricing

     Portfolio Visualizer subscription plans and pricing (1) ...

   • Tools

     This portfolio backtesting tool allows you to construct ...

   • Financial Goals

     Financial Goals - Portfolio Visualizer

   • Efficient Frontier

     The required inputs for the efficient frontier include ...

   • Portfolio Optimization

     Portfolio Optimization Overview. This portfolio ...

2. www.portfoliovisualizer.com › backtest-portfolioBacktest Portfolio Asset Allocation

   www.portfoliovisualizer.com › backtest-portfolio

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   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, style exposures, and drawdowns.

3. vocus.cc › article › 6503e8f5fd89780001020812【聰明投資系列 9 】最完整 Portfolio Visualizer 股票回測工具 ...

   vocus.cc › article › 6503e8f5fd89780001020812

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   • 調整回測資訊。PS：只想單純測績效的可以跳過這步)一般通常只是單純測試資產配置績效的投資人不必特別在這邊去做一個輸入跟調整，除非你想更深入的研究才需要做。
   • 輸入回測股票代碼。從網站稍微往下滑就會看到要資產配置的地方。請直接在 Assets 1 - 10 裡面的框框輸入「股票代碼」，現金的話是 CASHX，如果想要增加更多股票代碼，可以在按”add more”。
   • 分析回測的數據 - Summary。接著我們就來研究一下回測的結果，通常回測的區間會受限於某些股票代碼成立的年份，比如你其中一支是3年前才成立，你的回測結果就只會有3年，這點要注意一下。
   • Annual Returned (年度報酬細項)點擊”Annual Return”頁面，你就可以看到你的投資組合過去每年回測的報酬率以及資產的變化，幫助你大概知道，當你持有這些標的時，你的資產每年是如何成長的。

4. 影片

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     youtube.com

     Portfolio Visualizer Quick Walkthrough

     2021年7月27日

     觀看次數：7785

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     40:07

     youtube.com

     Portfolio Visualizer--A Free Tool to Evaluate Your Investment Portfolio

     2021年8月19日

     觀看次數：3.3萬

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     15:42

     youtube.com

     Portfolio Visualizer: One of The Best Retirement Tools Out There

     2024年2月2日

     觀看次數：3258

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5. www.portfoliovisualizer.com › optimize-portfolioPortfolio Optimization

   www.portfoliovisualizer.com › optimize-portfolio

   • 網頁紀錄

   Portfolio Optimization Overview. This portfolio optimizer tool supports the following portfolio optimization strategies: Mean Variance Optimization – Find the optimal risk adjusted portfolio that lies on the efficient frontier. Conditional Value-at-Risk – Optimize the portfolio to minimize the expected tail loss.

6. robberger.com › tools › portfolio-visualizerPortfolio Visualizer – Rob Berger

   robberger.com › tools › portfolio-visualizer

   • 網頁紀錄

   Portfolio Visualizer is a website that provides comprehensive tools for portfolio and investment analytics. It aims to assist users in making informed decisions when comparing and analyzing investment products and portfolios. The platform offers a suite of quantitative tools that cover a wide range of functionalities, including:

7. 其他人也問了

   Is portfolio visualizer worth it?

   • First of all, I want to note that I have no affiliation with Portfolio Visualizer so hopefully you can trust my review: it's pretty awesome. For the uninitiated, it's a fairly comprehensive suite of investment analysis tools that " investment professionals " used to have to pay thousands of dollars for, but thanks to the interwebs, is now free.

   How to use Portfolio Visualizer | Real Finance Guy

   www.realfinanceguy.com/home/2017/4/8/portfolio-visualizer

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   Which portfolio optimization strategies are supported by the portfolio optimizer tool?

   • This portfolio optimizer tool supports the following portfolio optimization strategies: The optimization is based on the monthly return statistics of the selected portfolio assets for the given time period.

   Portfolio Optimization - Portfolio Visualizer

   www.portfoliovisualizer.com/optimize-portfolio

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   Does portfolio visualizer provide preferential treatment?

   • Portfolio Visualizer does not provide preferential treatment to any specific security or investment. The results are based on the total return of assets and assume that all received dividends and distributions are reinvested. Fund fundamentals data as of 04/26/2024. (c) 2024 Morningstar. All Rights Reserved.

   Fund Screener - Portfolio Visualizer

   www.portfoliovisualizer.com/fund-screener

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   What is factor analysis in portfolio visualizer?

   • Factor Analysis is a statistical procedure that reduces a large amount of data into one or more factors. In the Portfolio Visualizer, you can use advanced Factor Analysis that are specialized for finance. Here are some of the features that the Factor Analysis tools offers: How to run a Factor Regression Analysis in Portfolio Visualizer?

   Portfolio Visualizer – An Introductory Guide - AlgoTrading101

   algotrading101.com/learn/portfolio-visualizer-guide/

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8. valueinvesting.io › portfolio-visualizerPortfolio Visualizer - ValueInvesting.io

   valueinvesting.io › portfolio-visualizer

   • 網頁紀錄

   Our portfolio visualizer tool allows you to visualize, analyze, backtest and optimize your portfolios and investment strategies. We also support Monte Carlo simulations to stree-test your portfolios under different scenarios.

9. medium.com › 投資航路上 › 工具介紹-portfolio工具介紹：Portfolio Visualizer — Backtest Portfolio ...

   medium.com › 投資航路上 › 工具介紹-portfolio

   • 網頁紀錄

   2021年3月4日 · Mar 4, 2021. -- Portfolio Visualizer 裡的投資組合回測 (Backtest Portfolio)，可以透過回測歷史數據，比較不同投資組合配置之間的收益與風險特徵。 其中第一項功能是 Backtest Asset Allocation ，相較於第二項功能 Backtest Portfolio 最大的差異點在於，回測時使用的標的是資產類型 (Asset...

10. 圖片

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