Getting started

Start with the same example shown on Home: a classic 60/40 portfolio beside the S&P 500. The example fills in holdings, dates, and starting value. You can run it without an account.

1. Growth: compare how the same starting amount changed over the displayed dates.
2. Drawdown: compare the losses from each portfolio's prior peak. Higher ending wealth can come with deeper losses.

Check the result's date range and assumptions before comparing the numbers. A backtest describes one historical period. It does not forecast the next one.

Open Compare one change below the result and select Save baseline. Sign in free if prompted, then give the analysis a recognizable name. Your saved analysis keeps the inputs and assumptions behind this result.

Select Keep baseline and edit a copy. Change only the start date, then select Run backtest. Keep the other inputs fixed so the comparison is interpretable.

Return to Compare one change, select Save changed analysis, then Compare saved analyses. Workspace opens both saved runs together. Check the dates, growth, and drawdown side by side. Both analyses remain in Workspace when you leave this page.

An analysis records one run. A Library item stores a reusable definition, such as a portfolio or strategy. Find both in Workspace.

Next, try changing the stock and bond weights while keeping their total at 100%. A ticker identifies a market series, such as SPY or AGG. Its weight is its target share of the portfolio.

The Portfolio Backtest guide explains cash flows, rebalancing, price modes, and advanced controls. Use the result's share actions when you want anyone with the link to view its inputs and results.

Open the sample household to see how holdings, account types, and tax context fit together. It uses fictional data. Sign in to create your own household and save a holdings snapshot.

Allocation drift monitors compare that snapshot with your targets. Update the snapshot when your holdings change. Review the monitor's data date before interpreting an alert.

For a taxable portfolio, continue with the tax-aware guide. It explains how modeled taxes can change the comparison.