Documentation
How the tools work, where the data comes from and what the numbers you read actually mean.
Tutorials
Your first backtestBuild a portfolio, pick the period and read the results.Comparing two portfoliosCompare two allocations and a benchmark over the same period.Simulating a DCA planRecurring contributions, TWR and how it differs from money-weighted return.Saving and loading portfoliosSave a portfolio to the cloud and reload it, plus the ready-made and influencer models.Planning for FIREFrom savings rate to your financial independence date.Tracking your real portfolioRecord transactions and follow the portfolio you actually hold.
Data
Where the data comes fromSources, update frequency, currency and what the prices include.Reconstructed equity ETFsHow equity series are reconstructed before the fund existed.Reconstructed bond ETFsDuration, yield to maturity and how bond series are reconstructed.Reconstructed commodity ETFsGold and commodities: source indices and reconstruction limits.Reconstructed defensive putHow the protective put overlay is modelled and what it costs.Reconstructed Efficient Core ETFsInternally levered composites: how they are built and when they help.EUR-hedged ETFsWhat currency hedging actually covers and what it costs to hold.The euro before 1999How prices are converted for a period when the euro did not exist.Reconstructed product catalogueThe full list of reconstructed products and their start dates.Automatic proxyHow the fund used to extend an ETF's history is chosen.
Backtester
How the engine worksMonthly end-of-month cadence, TER, currency and dividend treatment.RebalancingPeriodic and drift rebalancing, and how each changes the results.Lombard loanLeverage via a secured loan: interest, margin calls and risks.Available chartsWhat each chart shows and how to read it without misreading it.Charts: PerformanceMetrics, cumulative curve, rolling returns, factors, drawdown and correlation, with the formulas behind every number.Charts: SimulationsExpected return, holding-period returns, Monte Carlo, efficient frontier and Ongaro compared.Charts: CompositionGeographic and sector breakdown, top holdings, overlap, weight evolution and tax impact.Charts: ComparisonWealth ratio, rolling correlation and linear regression between two portfolios.Charts: Dani ScoreThe exact formulas behind reliability, diversification, expected return, performance, stability and simplicity.