Research workspace
One home for the whole investigation — define a portfolio, put it through every lens, then preserve and compare what you find. Each tool is here on its own; this page threads them into the order a real analysis follows, and keeps your saved work one click away.
Your research context
No active portfolio yet — set one in the backtester and it carries here automatically.
Shared assumptions
Set these once — the Backtest and Stress test steps below pre-fill from them, so you compare like for like instead of each tool's defaults.
Define your portfolio
Enter holdings once — it becomes your active portfolio and travels with you into every tool below, so you never retype it.
Check what history you have
See how far back each ticker's data goes and the window they all share — before a backtest silently clamps to the shortest one.
Backtest & diagnose
Replay through decades of real prices — growth, drawdowns, rolling returns, correlations, and full risk metrics, benchmarked side by side.
Stress-test the bad days
Replay through 2008, the 2020 crash, and the 2022 bear, then shock stocks and rates to estimate the immediate hit.
Optimize & explore trade-offs
Find the weights that fit an objective, trace the efficient frontier, or blend the market's implied returns with your own views.
Test how much it depends on your assumptions
Hold the portfolio fixed and sweep one assumption — a fee, rebalance rule, cost, or start year — and watch how far the answer moves.
Compare versions & track drift
Every save records the inputs and headline metrics as an audit trail. Re-run a saved analysis to reproduce its latest result, see what changed since, or line up several side by side.
Preserve & export the evidence
Group related work into projects, download a whole project as one evidence bundle, or export a single analysis as CSV/JSON.
Save, organize, and compare your research
A free account lets you save your analyses, group related work into projects, compare versions and portfolios side by side, and export the evidence. Free keeps 1 portfolio and 3 analyses for 30 days; Pro keeps far more, for good. Most tools above run without signing in — Parameter Sensitivity needs a paid plan, and an account is what turns the rest into a workspace.