Model durable strategies without compromise

Backtest portfolio strategies with dividend-adjusted data across full market cycles. Build any allocation, test any time period, compare any strategy—no forced compromises.

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Portfolio builder interface
Portfolio analysis results

Professional portfolio construction with dividend-adjusted data spanning 35+ years of market history

Most platforms weren't built for quality-focused investors

You're selecting 15-30 holdings to hold 5-10 years. You analyze full market cycles. You need accurate data for decade-long positions—not tools optimized for quarterly trading.

Generic Platforms

Locked into preset 1Y/3Y/5Y periods—your 7.3-year analysis doesn't fit their boxes
Price-only data misses dividend compounding over 10-year holds
Limited historical coverage—can't see how strategies performed through 2008
Built for frequent rebalancing, not buy-and-hold portfolios
You simplify your strategy to fit the tool

Built for Quality Investing

Test any period—3.7 years, 8.2 years, 14 months—whatever your strategy requires
Dividend-adjusted data: a 3% yield compounds to 34% over 10 years
35+ years across Black Monday, dot-com crash, 2008, COVID—full market cycles
Static, dynamic, and momentum strategies for durable portfolios
Model it exactly as you'll hold it for the next decade
35+
Years across full market cycles
Backtest through complete bull and bear markets—not just the last bull run
$150B+
Managed by advisors we support
Trusted by advisors building durable client portfolios, not chasing quarterly performance
Any
Time period you need
Your holding periods don't fit preset boxes—analyze 7.3 years, 543 days, 17 months

See portfolio construction in action

From initial concept to sophisticated backtested strategy—watch the complete workflow

Start with AI-generated structures, then apply dividend-adjusted backtesting, flexible time periods, and comprehensive analytics to build strategies that match your requirements.

Professional modeling capabilities

Static, dynamic, and momentum strategies with sophisticated analytics

Static Allocations

Your 60/40 strategy doesn't fit preset 1Y/3Y/5Y boxes. Test any period with any rebalancing frequency—see how it actually performed through full market cycles.

Dynamic Strategies

You're not 60/40 forever, but can't model the transitions. Stitch together your lifecycle phases—aggressive at 40, moderate at 55, conservative at 70—and test the complete path.

Momentum & Factors

Your strategy is too sophisticated for basic platforms. Model leverage constraints, position limits, momentum selection, or custom data without compromising your approach.

Stitch together different allocation phases
Advanced portfolio features
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Build strategies with data you can trust

Test sophisticated portfolio strategies with dividend-adjusted data and flexible analytics. Professional backtesting for quality-focused investors.

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14-day professional evaluation
Full platform access
Dividend-adjusted data