定价

今天想回测什么?

回测投资组合
解释指标
网络搜索 SPY
查看已保存的报告
重要提示:本工具仅供参考,不构成投资建议或投资推荐。


OUR TOOLS

Everything you need to analyze your portfolio.

ANALYSIS TOOLS

Backtesting

投资前,先看历史表现。

Start here - the foundation for every other tool.

Optimization

告别凭感觉配置投资组合。

Go deeper on allocation - once you know how your portfolio performs.

Monte Carlo

Project future outcomes from historical distributions.

See the full range of possible returns - not just a single expected path.

AI FEATURES

AI Assistant

您的投资组合分析师,就在聊天里。

Build, test, and optimize in one conversation.

AI Insights

发现关键信息。不遗漏任何细节。

Reads your full backtesting report and surfaces what actually matters.


FAQ

Common questions.

Backtesting tests your investment strategy against historical data to see how it would have performed before committing real money. It helps you evaluate returns, understand risk, and avoid strategies that only look good on paper.

Yes. Core features including backtesting, optimization, and Monte Carlo simulation are free. Premium and Professional plans unlock advanced features like leverage, additional comparison portfolios, and advanced estimation methods.

Stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Over 500,000 assets with up to 40 years of historical price data including dividends.

The Backtesting tool gives you a structured form to configure and run an analysis. The AI Assistant lets you describe what you want in plain English and handles the analysis for you - same data and calculations, different interface.

AI Insights reads your entire backtesting report - all metrics, charts, and comparisons - and surfaces the findings that actually matter. It assigns a risk score, matches your portfolio to an investor profile, and highlights key strengths and warnings.

Yes. The tools are designed for all experience levels. Metric definitions and formulas are documented and accessible inline throughout the app. The AI Assistant is also a good starting point - just describe what you want to analyze.

See all questions/faq


Start analyzing your portfolio today.

Free to use. No credit card required for core features.

帮助
PortfolioMetrics - Backtest, Optimize, and Analyze Your Portfolio