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Portfolio backtest and optimization features

Comments, critical feedback, praise, or suggestions for new features.

Postby Djobydjoba » Sat Feb 08, 2020 11:26 am

Maybe Fund Manager could begin to handle these (big) topics?

Plenty of ideas here: https://www.portfoliovisualizer.com/

For example a backtest portfolio feature could be useful:
https://www.portfoliovisualizer.com/backtest-portfolio

(Implemented in Fund Manager, we could imagine a feature to pick the portfolio state at a specific date in the past and see how the portfolio would have performed until today if kept unchanged).

Ideas for future developments... :wink:
Djobydjoba
 
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Postby Mark » Mon Feb 10, 2020 8:52 am

Hi Djobydjoba,

Thanks for the ideas, those would be good.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Djobydjoba » Mon Feb 10, 2020 12:21 pm

Backtest and optimization are certainly advanced features. If implemented in the Advisor version, they could convince some users of the Pro version to take the plunge. :wink:
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am


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