General

Base Currency

Definition

The PortfolioMetrics tool will convert all stock prices and financial data to the selected base currency, ensuring that your entire portfolio is analyzed and reported in a single, consistent currency.

There are two options: USD (United States Dollar) or EUR (Euro).

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Start Date

Start date of historical data to use for the backtesting.

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Benchmark

An index or ETF fund symbol to use as a...

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End Date

End date of historical data to use for the backtesting.

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