PocketBacktest

How would that portfolio actually have done?

Type the tickers, set the weights, pick a period, tap Run Backtest. You get a
clean growth chart and the numbers that matter. In about ten seconds, with no
account and no spreadsheet.

BUILD IT YOUR WAY
• Save multiple portfolios of stocks, ETFs, and crypto
• Start from a preset - 60/40 Balanced, All Weather, Three-Fund, Total Nasdaq,
Crypto Blend and more
• Split weights evenly with one tap, or type them to the decimal
• Duplicate a portfolio to try a variation without losing the original
• Swipe to delete; each portfolio keeps the colour it uses on the chart

TEST IT PROPERLY
• Periods from 1 week to 5 years, YTD, or the full available history
• Rebalancing: Buy & Hold, Monthly, Quarterly, or Annually
• Add recurring contributions - daily, weekly, monthly, quarterly or yearly
• Set your own risk-free rate for the risk figures

THE NUMBERS
• Total return, CAGR, and ending balance
• Money-weighted return (MWRR) once you are adding contributions
• Maximum drawdown - the worst peak-to-trough fall along the way
• Volatility, Sharpe, Sortino, Calmar, and beta
• Contributions are excluded from the return maths, so money you paid in is
never counted as growth

READ THE CHART
• Compare every portfolio on one chart, side by side
• Drag to inspect any single day; press and hold, then drag, to measure a range
• Turn the phone sideways for a full-screen chart
• Optional log scale, or start everything at 100 to compare shape rather than
dollars
• Export a run as CSV and a chart image, zipped and ready to share

MADE TO LIVE ON YOUR PHONE
• Ten themes, each with a genuine light and dark version that follows your
System setting
• Portfolio Pulse widget keeps your last run on the home screen
• Ask Siri: "Run a backtest in PocketBacktest"
• Full Dynamic Type, VoiceOver labels, and Reduce Motion support
• Prices are cached, so recent runs still work with a weak connection

Disclaimer: The information provided in this app is for informational and
entertainment purposes only and should not be considered financial advice. Past
performance does not predict future results. Always do your own research or
consult a qualified financial professional before making investment decisions.