This Free portfolio builder empowers you to document, optimize, backtest and automate an investment strategy of your design. Implement it yourself for free or hire Portfolio ThinkTank to automate and trade it at your favorite broker.
The Investment Policy Statement will help you make the decisions you want to make and entrust the rest to a prudent process that you can document, research, edit, backtest, and automate as you desire. You can implement this on your own, with your existing Financial Advisor or have us implement for you at about half the cost of a traditional Financial Advisor.
When you are done designing your strategy, you can send the strategy for a backtest. If the performance measures up, you have options for implementing. Our Portfolio Analysis uses a process called a multi-period walk-forward out-of-sample that provides the greatest integrity and predictability of the results.