Build portfolios on data you can trust

When you're selecting funds to hold for 5-10 years, you need more than last quarter's performance.

Professional data and tools for quality-focused strategies.

Supporting advisors managing $150B+ • Dividend-adjusted • Since 1988

Built for quality-focused portfolio construction

Find quality ingredients

Screen for quality securities to hold 5-10 years. Compare 40,000+ funds and ETFs using full market cycle data—not just last quarter's snapshot.

Build durable portfolios

Backtest durable strategies across full market cycles. Test how your 60/40 portfolio performed through 2008, dot-com crash, and COVID—with accurate dividend-adjusted data.

Analyze with precision

Analyze 3.7 years or 8.2 years—whatever your strategy requires. Your holding periods don't fit into 1Y/3Y/5Y preset boxes. Ours don't either.

Data you can stake your reputation on

Dividend-adjusted historical data with comprehensive verification. Every dividend confirmed, every split validated.

35+

Years of dividend-adjusted data

Accurate backtesting through Black Monday, dot-com crash, 2008 crisis, and COVID. Total return data, not just price changes.

40,000+

Securities you can analyze instantly

No more "I'll have to look that up" - compare any fund, ETF, or stock on the spot during client meetings

Any

Time period you need

Not limited to 1M/3M/1Y intervals. Analyze 20 days, 17 months, 3.5 years - whatever your strategy requires.

Investment in portfolio infrastructure

Professional portfolio analysis for quality-focused construction—less than 2% of an analyst's salary

Build portfolios with confidence, not guesswork

Join sophisticated investors who test strategies with accurate data before committing capital. Professional portfolio modeling with dividend-adjusted historical data.

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