Fund Analysis

Paste fund price data or load from storage to start the analysis. Add multiple funds to enable comparisons.

Select a specific date range to examine period-based performance, create future price projections and find similar historical periods.

First add at least one fund from Data Management

Active when at least 2 funds are added from Data Management. Compare funds side by side on risk-return metrics and view the correlation matrix.

At least 2 funds must be added from Data Management

View return, volatility, Sharpe ratio and daily distribution for the active fund selected above. The period filter affects this section.

First add at least one fund from Data Management

Explore rolling window scores, prediction charts and performance summary for the active fund. The period filter from Single Fund Analysis also affects this section.

First add at least one fund from Data Management

Build a weighted portfolio using all funds from Data Management and simulate its historical performance.

At least 2 funds must be added from Data Management

Build your portfolio from stored funds, select a reference period and run a future projection.

You need at least 1 fund in your portfolio to run the simulation.

Export analysis results as CSV, adjust advanced settings like window size, and view keyboard shortcuts.