1.1 What is PortfolioMetrics?

PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy.

With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts.

Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights.

The platform supports:

• Historical backtests based on real market data
• Strategy comparison and benchmarking
• Key metrics like CAGR, drawdowns, and Sharpe ratio
• Advanced tools like Monte Carlo simulations
• Export options (PDF, CSV) and public sharing links

No installation or sign-up needed. Just enter your strategy and start exploring results.