We will get into the how but let's see the Why:

Portfolio Visualizer is a comprehensive online tool designed to help investors analyze and optimize their investment portfolios. It provides a wide range of features and functionalities to assess portfolio performance, risk, and various investment metrics. Here's a description of Portfolio Visualizer's key aspects:

1. Portfolio Analysis:Portfolio Visualizer allows users to input and analyze portfolios composed of different assets, including stocks, bonds, mutual funds, and ETFs.Users can create custom portfolios and compare their performance against benchmark indices.

2. Backtesting:One of the standout features is the ability to backtest portfolios. Users can assess how a portfolio would have performed historically based on specific allocation strategies.

3. Asset Allocation Models:The platform offers various pre-built asset allocation models, including popular strategies like Modern Portfolio Theory (MPT) and risk parity. Users can evaluate these models or create custom allocations.

4. Performance Metrics:Portfolio Visualizer provides a range of performance metrics, including cumulative returns, annualized returns, volatility, maximum drawdown, and Sharpe ratio. These metrics help investors assess risk-adjusted performance.

5. Risk Metrics:Users can analyze the risk profile of their portfolios, including standard deviation, beta, and correlation. This allows for a deeper understanding of how portfolios may behave under different market conditions.

6. Monte Carlo Simulation:The platform includes Monte Carlo simulation capabilities, enabling users to model thousands of potential future scenarios to assess portfolio risk and returns.

7. Efficient Frontier Analysis:Portfolio Visualizer helps investors identify the efficient frontier, a set of optimal portfolios that offer the highest expected return for a given level of risk.

8. Factor Analysis:Investors can perform factor analysis to understand how their portfolios may be influenced by factors such as size, value, momentum, and others.

9. Correlation Matrix:The tool generates a correlation matrix, allowing users to visualize the relationships between different assets within a portfolio.

10. Charting and Visualization:Portfolio Visualizer provides interactive charts and visualizations to help users interpret and understand portfolio performance and characteristics.

11. Educational Resources:Portfolio Visualizer offers educational resources and documentation to help users navigate the platform effectively and understand the various metrics and analyses.

How to use:

Back test assets:

1. Go to back test

1. Insert initial capital

2. Change portfolio allocation to either asset or tickers

3. Insert tickers you want to back test

4. Hit analyze

5. And it will produce based on his history the comparative returns

6. If you want to see the dollar cost averaging

• Put how much you're investing a month up above in the contribution category

• Can also test a withdrawal rate

• You'll see all the different factors like sharp Shapiro standard deviation and max historical drawdown

  • Can test up to four takers if you utilize the benchmark function too

Picture Below: Plus Example:

Monte Carlo:

1. Insert ticker symbol

2. Put in whether you want after tax dollars

3. Adjust withdrawal rate or contribution rate

4. Hit analyze

5. I'll give you the option of logarithmic and exponential

6. You can see the lower percentile all the way up to the 90th percentile

Correlation:

Fund Screener:

• Plug in your metrics

• Know what you're looking for

In this example I searched for funds that had 10 years of track record

Then using the arrow key on the top five year return it's sorted from the highest to the lowest

In conclusion,

Portfolio Visualizer's exceptional features for testing correlations between assets, conducting backtests, and utilizing Monte Carlo simulations make it an outstanding choice for investors. The platform's emphasis on risk management and its user-friendly interface further contribute to its value, making it a go-to resource for those seeking to optimize and understand their investment portfolios.

Here's a link to the portfolio visualizer website:

https://www.portfoliovisualizer.com/

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