VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.
Key features
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
- Correlation analysis at the asset or asset-class level via heatmaps and matrices.
- Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
- Import custom return series (daily, monthly, or quarterly) and dynamic allocation schedules via Excel or CSV.
- Paid tiers allow saving of models, configurable backfills, PDF/Excel/CSV exports, and generation of custom reports.
- Plan limits: Free ≈15 assets and limited history; Basic/Pro ≈150 assets with YTD data; 14-day trial available on signup.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.