PORTFOLIO
BACKTESTING
WITH NO LIMITS
Backtest, optimize, analyze and automate a better portfolio strategy using our patented science of diversification. The systematic discipline of diversification works to improve nearly any portfolio. Whether you have an existing advisor, portfolio strategy or are starting from scratch we can help deliver better investment performance, without gimmicks or unnecessary risk. Get a Free Backtest and Analytics Now.
PORTFOLIO BACKTESTING
WITH NO LIMITS
A simple 5 step guided process based on your preferences
Design your portfolio
Analyze your portfolio backtest report and test any variations until you are satisfied
Fund your account and take your new strategy live… or just watch the portfolio performance develop
Sit back and let Portfolio ThinkTank provide anonymous, validated, contextual and optimal suggestions to improve your portfolio
See Lisa’s investment journey and her decision to take control of her investment portfolio.
Portfolio ThinkTank is taking aim at Wall Street:
Wall Street Investment Advice is mired with hidden, layered and complex fees, conflicts of interest, misaligned incentives, impersonal advice, untested recommendations, expensive commissions, clingy salespeople, naive diversification, cookie cutter models, proprietary product and fiduciary negligence.
Portfolio ThinkTank users know that they can do better.
22 WAYS WE HELP YOU SUCCEED
Diversification
Your portfolio is optimized using our patented Diversification Optimization.
We use downside diversification. We invented this econometric filter which better enables the investor to diversify their risks, without diluting their opportunities.
We patented Diversification measurement. Diversification is important and you will see how yours measures up.
We’ve made diversification the bedrock of the portfolio. Diversification is the most stable portfolio optimization input. This means that there’s a greater convergence between the historical simulations produced and the real-world results achieved
A Systematic Process
Personalization
We regularly update our investment themes and the assets inside them to give you opportunities to invest in things that can produce performance.
Prediction
Our predictions are always based on the latest fundamental, technical, social and pricing data. Never stale, like forecasts in some portfolio managers models portfolios.
OPTIMIZATION
Your portfolio is regularly re-optimized ensuring that you are loaded up with updated assets and predictions and the best assets allocation for your money now. Most portfolio managers just optimize a portfolio once then keep rebalancing it. Diversification is a moving target. We help you hit the target..
Your portfolio is rebalanced. Portfolio rebalancing combines diversification and volatility to create incremental returns known as a rebalancing bonus.
EFFICIENCY
We overfeed the system ideas to allow the system to cherry-pick the best subset of assets that meets your objectives, this lets the portfolio operate more efficiently.
MINIMIZING EXPENSES
Whenever possible we use individual stocks instead of funds. This removes the embedded fees of funds and greatly improves diversification.
We partner with Interactive Brokers which offers some of the lowest commissions in the industry.
WE ARE A FIDUCIARY
We don’t sell our orders to market makers who take the opposite side.
We have no conflicts of interest or products to sell.
We get up every morning obsessed with improving investment performance.
