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RW Perf. Report

Excel Perf. Report

Excel Perf. Chart


After you've defined your stocking picking strategy, BACKTEST it!

A detailed report showing the:

  • testing period
  • desired holding period
  • number of stocks per period that your strategy picked
  • total % return of your portfolio per holding period
  • the S&P 500's return during the same period
  • and your comparison performance

All of this information is repeated for each period.

Periods are then broken down into "Up Markets" and "Down Markets" so you can see how your strategy has performed in both up and down markets.

It's then summarized showing averages and annualized returns.

The data is displayed in the Research Wizard (above) or can exported to a spreadsheet like Excel (below).

The screen shot examples are of my backtested strategy that I created with the Research Wizard. I call it Breakout.

Above is an example of the performance report it generates. Below is an example of the performance's data and chart in Excel.

Research Wizard Data Exported to Excel

  
 

Research Wizard Data Exported to Excel (Chart)


Know definitively how effective your stock picking strategy is.

If you're not backtesting, you're just guessing!

 

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  Stock trading involves high risks and you can lose a significant amount of money.