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Openai/6936126b-3ed0-8003-aa64-374e59b4ad27
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== gpt-5-1 == === User: Is there a tool to backrest investment ideas based on the last years performance? === Is there a tool to backrest investment ideas based on the last years performance? === Assistant: Yes — there are several tools that let you “back-test” investment ideas or portfolio strategies using historical data i… === Yes — there are several tools that let you “back-test” investment ideas or portfolio strategies using historical data (i.e. test how your idea would have done in past years). Below are a few good ones. ==== | | | ==== | --- | --- | | | | | | | | | | | | | | | | ===== - Simulate how a stock or portfolio would have performed over past years (returns, drawdowns, volatility, risk metrics). ===== * Compare different strategies or allocations (buy-and-hold vs. periodic trading, different mixes of assets, different weighting). * See worst-case scenarios, maximum drawdowns, and how a strategy handled past market downturns. ==== - Past performance ≠ future results. Markets evolve; what worked before may not work again. ==== * Historical data may not include all real-world frictions (taxes, slippage, changes in fundamentals, delistings, geopolitical shocks). * Over-optimising (fitting a strategy too closely to past data) can produce overly optimistic results. ==== - If you want simple & quick checks (few stocks / basic screeners): BacktestHQ or Tradewell are easy starting points. ==== * If you want robust portfolio-level analysis (multiple assets, ETFs, rebalancing, risk metrics): PortfolioMetrics or Equities Lab suit that. * If you want full custom strategy development / screening: StockIntent or Equities Lab give more control and flexibility. If you like — I can compile a broader list (10–15 tools) — including some that work well from the UK or Europe, and note which ones are free vs paid. Do you want me to build that list for you now?
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