Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

TestFol.io - Free Portfolio Analytics

TestFol.io - Free Portfolio Analytics
Looks and feels like a mini-PV.
Website https://testfol.io/
Pointers/Guide https://ybbpersonalfinance.proboards.com/thread/626/testfol-io-free-portfolio-analytics

Comments

  • Thank you for the link. Always appreciated
  • edited May 22
    This tool looks promising.
    Thanks for the info!
  • yogibearbull,
    thx for all the pointers and opinions on these tools.
    am trying to estimate which best fits my needs for re-allocating all grouped family holdings with respect to asset-class in a tax efficient manner (without spending hundreds of hours becoming an expert at all).

    despite no online help, i really like several tools at elmwealth, and you should check them out :
    https://elmwealth.com/tax-calculator/
    (no savings\uploads of setting possible for free users)
    they have 1 useful white paper also
    https://elmwealth.com/our-asset-allocation-methodology/
  • edited May 24
    Excellent. Is maxdraw daily or month end? TestFol.io appears to be daily CAGR not month end. MD appears to be daily also if you look at the graph and move cursor. This is a huge find. Excellent.
  • excellent. is maxdraw daily or month end?

    Drawdown seems based on daily data. Here is the run for 2020 only to see more details of the credit freeze then,
    https://tinyurl.com/yc5rumev

  • There seems to be an ISSUE with how TestFol handled the 3/25/24 reverse-split for BERZ & FNGD. So, there is a huge spike on 3/25/24 & then things are back to normal. Unfortunately, that kills the MaxDD for the period.
    https://ybbpersonalfinance.proboards.com/post/1492
  • Can't pass along user acceptance testing & feedback without contact info.
  • The 3/25/24 reverse-split problem for BERZ & FNGD noted above has been fixed. Thanks whoever! We still don't know anything about the company or the developer.
  • edited June 1

    Can't pass along user acceptance testing & feedback without contact info.

    There is an option to report bugs.
    Portfolio Backtester start screen >>> About >>> help page
    Report a Bug link is at the bottom of help page.
  • edited June 1

    The 3/25/24 reverse-split problem for BERZ & FNGD noted above has been fixed. Thanks whoever! We still don't know anything about the company or the developer.

    I clicked the Buy Me a Coffee button on the homepage and noticed user PeterKwok wrote this ~21 hrs. ago:
    "amazingly useful alternative to PV, you deserve a tip.
    by the way please fix the BERZ and FNGD data corrupt problem, ticket sent."
  • @Observant1, Peter Kwok and I discussed that bug at another site, see details,
    https://ybbpersonalfinance.proboards.com/post/1492/thread
  • Thanks, YBB!
  • please inform; given testfol AA tool is limited to 5 tickers and has no optimizer, it seems pretty useless.

    am also interested in hearing re: PortVis if anyone optimizes for anything other than sharpe. there does not seem to be a function that suggests noncorrelated tickers to improve the portfolio, correct? nor a function that tracks correlation over multiple periods ?
Sign In or Register to comment.