Help Center

1.1 What is PortfolioMetrics?

1.2 Backtesting vs. Optimization

1.3 What data do I need?

1.4 Plans & Subscription

2.1 Account & Login

2.2 Set up your first strategy: Portfolio Backtesting

2.3 Set up your first strategy: Portfolio Optimisation

2.4 Portfolio upload via CSV template

3.1 What is the AI Assistant?

3.2 What is AI Insights?

3.3 How AI Credits Work

4.1 Export a PDF Report

4.2 Share your strategy (public link)

4.3 CSV Export

4.4 Saved Reports

5.1 Understanding Key Backtest Metrics

5.2 Interpreting Risk-Adjusted Metrics

5.3 The Efficient Frontier Explained

5.4 Portfolio optimization use cases

5.5 Monte Carlo Estimation Methods

5.6 Monte Carlo Simulations

5.7 Use Custom Market Data (Upload Your Own Data)

6.1 Where can I set the forecast years for Monte Carlo?

6.2 How can I change the forecasting method?

6.3 How Market Coverage Affects Your Search Results

6.4 Where can I see upcoming features?

6.5 Where's the changelog?

7.1 Support PortfolioMetrics

7.2 Get help or share feedback