定價

今天想回測什麼?

重要提示:本工具僅供參考,不構成投資建議或投資推薦。
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來自用戶

投資者為什麼選擇 PortfolioMetrics

"Your tool is great. … Thanks and keep up the good work!"
Investor in Europe
2026
"Thanks for providing this free back testing. I really appreciate it."
Retiree planning withdrawals
2026
"This is the best tool that I have used for this type of information."
Registered user
2025
"It is generally the best option on the market for European investors."
Investor in Europe
2025
"This site is easy for me to navigate and user friendly."
Registered user
2025
"… the AI reports, which are excellent."
Registered user
2025
摘自用戶回饋,不公開姓名。


OUR TOOLS

Everything you need to analyze your portfolio.

ANALYSIS TOOLS

Backtesting

查看你的投資組合在過去市場中的表現。

Optimization

找到報酬與風險最平衡的資產配置。

Monte Carlo

查看你的投資組合在不同未來市場環境下可能的成長。

AI FEATURES

AI Assistant

針對任何投資組合提問,獲得基於真實回測的答案。

AI Insights

發現回測與最佳化報告中的主要優勢與不足。


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 →

Start analyzing your portfolio today.

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

幫助
PortfolioMetrics - Backtest, Optimize, and Analyze Your Portfolio