PortfolioMetrics
portfoliometrics.netBacktest portfolio allocations with cash flows, benchmarks and simulations
Backtest portfolio allocations with cash flows, benchmarks and simulations
Compare strategy experiments across assets, parameters and historical periods
Query and deliver institutional pricing and reference data
Explore markets and portfolio tools in live or virtual mode
Build stock scans and inspect trading layouts in a paper account
Reconcile dividend expectations with portfolio transactions and payments
Track investments and examine account and portfolio performance
Connect financial data providers to Python and research applications
Build trading tools and examine cBot behaviour on historical data
Host coded or visual strategies through shared broker connections
Turn portfolio returns into charts and risk-analysis summaries
Research international banking, liquidity and financial-market statistics
Research and backtest quantitative strategies in notebooks and code
Combine attraction research with local transport and travel essentials
Calculate portfolio returns from a complete transaction history
Study an exploratory Python engine for historical equities tests
Build formula screens and examine their historical matches
Move from global stock screens to financials and valuation models
Review holdings across securities, property and other assets
Follow economic releases and retrieve country indicators
Retrieve financial series, indicators and market news through APIs
Explore journal records through charts, plans and interactive statistics
Connect company financial metrics to their filing sources
Develop and compare trading strategies in a Windows backtesting workspace