Portfolio
Backtest a basket.
Set weights and a rebalancing schedule, then run the basket against historical prices. The same figures are available in an AI client.
What you type
Any tickers, a weight for each, a rebalancing schedule, and a starting amount. The run uses up to about a decade of historical prices. Results include CAGR, total return, Sharpe, Sortino, maximum drawdown, a monthly heatmap, and sector, market-cap, and geographic exposure. Benchmarks include SPY, QQQ, VTI, VOO, and VT.
In an AI client
The public server is part of this product. Paste
https://mcp.traderange.net/mcp into a client that
speaks the Model Context Protocol. It can read delayed prices,
company figures, published posts, and the portfolios on the account
that approved it. The steps are on the
AI client page.
Not financial advice
A backtest is a calculation on past prices. It is not a forecast, and the AI client does not tell you what to buy. Sign in to save a portfolio. Position size does not need an account. See the Terms.
Questions
What is the custom ETF backtester?
The backtester lets you combine any tickers into a portfolio, set each holding's weight, choose a rebalancing schedule and an initial investment, then run it against up to a decade of real historical price data to see how it would have performed.
What metrics does the backtester calculate?
It calculates CAGR and total return, risk-adjusted metrics like the Sharpe and Sortino ratios, maximum drawdown, a monthly return heatmap, and sector, market-cap, and geographic exposure. You can benchmark results against SPY, QQQ, VTI, VOO, and VT.
What is the AI client?
Portfolio includes a public MCP server. A client can look up delayed prices, company figures, published posts, and the portfolios on the account that approved it. It does not place trades, and nothing it returns is financial advice.