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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
Portfolio Monte Carlo Simulation Overview This Monte ...
- Efficient Frontier
The required inputs for the efficient frontier include ...
- Portfolio Optimization
Portfolio Optimization Overview. This portfolio ...
- Backtest Portfolio
- 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。
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:
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.
在使用過的眾多投資組合回測工具裡， Portfolio Visualizer 絕對是評價最高的一款。 不論是從功能專業性、呈現內容多元性、介面使用體驗等角度來說，都是相當好的。 更重要的是免費版就已經包含大量的內容，其豐富呈度已足夠做為一般投資人日常資產配置的決策依據。 從整個功能架構來看，主要分為六種，分別是： 投資組合回測 (Backtest...
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