VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

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Top Backtesting Tools for Investing

Community-ranked backtesting software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of backtesting software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.

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Use this shortlist to zero in on the backtesting standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.

See all 19 backtesting tools Discover the full investing catalog

Ranked tools

1
GuruFocus
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
Categories: Screeners • Stock Ideas • Stock Comparison • Portfolio • Backtesting • Investor Holdings • US Government Trades • News • Alerts • Calendar • GDP • Interest Rates • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Yield Curves • Financials • Valuation Models • Scores • Transcripts • Insider Data • 13F • ETF Overview • ETF Holdings • APIs & SDKs • Sheets / Excel Add-ins
2
Portfolio123
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Pricing: Free, SubscriptionPlatforms: Web, Desktop, API
Categories: Screeners • Quant • Backtesting • Portfolio • Correlation • Calendar • APIs & SDKs • Data APIs • Broker Connectors • Data Visualizations
3
FINVIZ
A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: Screeners • Data Visualizations • Portfolio • Watchlist • Backtesting • News • Alerts • Data APIs • Financials • ETF Overview • ETF Holdings • Insider Data • 13F • Short Interest • Options
4
TradingView
A global, multi-asset charting and trading platform with advanced analytics, strategy backtesting, and broker connectivity. Features include Pine Script® v6 for custom indicators, server-side alerts, options chains with strategy builder, and multi-asset screeners. Real-time data feeds are sold as add-ons, with availability and pricing varying by exchange and region.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, Desktop
Categories: Screeners • ETF Screeners • Stock Ideas • Data Visualizations • Options & Derivatives • Portfolio • Watchlist • Backtesting • Paper Trading • Advanced Order Types • Smart/Direct Routing • News • Alerts • Calendar • Order Book / Level II • Dividends • Splits • Financials • ETF Overview • Forums • Education
5
ETF Action
Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • ETF Valuation • ETF Factors • ETF Overlap • Screeners • Data Visualizations • Portfolio • Watchlist • Backtesting • 13F • Data APIs • Alerts • Blogs • Videos
6
ETF Research Center
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.
Pricing: Free, SubscriptionPlatforms: Web
Categories: ETF Screeners • ETF Comparison • ETF Overview • ETF Performance • ETF Fundamentals • ETF Valuation • ETF Factors • ETF Holdings • ETF Overlap • Which ETF includes this Stock? • Money Flow • Portfolio • Watchlist • Backtesting • Data Visualizations
7
justETF
ETF-focused research and portfolio platform designed for European investors. The free plan supports one portfolio and one watchlist, while Premium tiers (5 or 25 portfolios) add advanced simulations, performance attribution, rebalancing, alerts, Excel export, and unlimited watchlists. Premium is billed quarterly or annually, with a 14-day money-back guarantee.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: ETF Screeners • ETF Comparison • Portfolio • Watchlist • Backtesting • Alerts • ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • Which ETF includes this Stock? • Education
8
MacroMicro
Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: Data Visualizations • ETF Screeners • ETF Comparison • Which ETF includes this Stock? • Calendar • GDP • Inflation Rates • Interest Rates • PMI / ISM • Consumer Sentiment • Commitment of Traders (COT) • 13F • Watchlist • Backtesting • Correlation • Data APIs • Transcripts • AI Chat • AI Earnings Summary
9
MarketInOut
Screener and backtesting platform with one-time memberships (6-month, 1-year, or 2-year). A limited free tier is available, but some results and features are gated. Supports near real-time data for U.S. equities, TSX, Forex, and Crypto; other exchanges are delayed by 15 minutes. Intraday periods are available for IEX, Forex, and Crypto only; extended-hours data is not supported. API access for screener data can be requested separately. Discounts are offered for crypto payments.
Pricing: Free, One-timePlatforms: Web
Categories: Screeners • Backtesting • Watchlist • Portfolio • Correlation • Alerts • APIs & SDKs
10
okama
Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.
Pricing: FreePlatforms: Web, API
Categories: Quant • Data Visualizations • Portfolio • Correlation • Backtesting • Risk Metrics (VaR/ES/Drawdown) • Monte Carlo • Data APIs • ETF Performance • Inflation Rates • Interest Rates

Showing the top 10 of 19 tools with votes. View the full Backtesting directory for the complete list.

Information

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!

Got ideas for new features?

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.