Portfolio Backtest
Analyze lump-sum and recurring investment plans (PIC-PAC). View performance with and without periodic rebalancing. Choose from a wide selection of stocks, ETFs, bonds, crypto, and more.
The simulator lets you test strategies before putting money to work: set cash flows, purchase frequencies, and allocations, and Wallible calculates the simulated path (NAV, returns, risk, diversification, etc.). For all calculated metrics, see the Wallible metrics guide.
1) Create the simulation
- From “Add” choose Simulation.
- Enter name and description, base currency, and, if needed, a rebalancing frequency (default: none; options weekly/monthly/quarterly, etc.).
2) Define contributions
- Lump sum: select “Initial investment”, set the amount, leave frequency empty.
- Recurring plans: set amount and frequency (e.g., weekly/monthly/quarterly).
- You can combine initial and recurring contributions; Wallible applies the flows per your strategy.
3) Set the allocations
- Add instruments among 300k+ stocks, ETFs, funds, bonds, crypto, etc.
- If weights sum to <100%, the remainder stays as cash at 0% gross yield.
- If weights exceed 100%, the excess is treated as implicit leverage (negative cash): use only if you want exposure >100%; otherwise scale weights back within 100%.
Find the portfolio backtest and many other financial analysis tools on the Wallible platform. Viewing investment strategies is simple and helps you make informed decisions about your savings. Registration is free and gives you access to a wide range of tools.
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