Sunday, December 4, 2011

New version 1.4.3

New features and improvements:

* Resolve parsing bug on PC-s setup with non USA numeric formats
* Via options, allow back-testing from before some of the stocks in a portfolio have data available. The effect of this is that these positions are treated as cash without dividend until their history begins.

Get latest version on this site!


Thursday, October 20, 2011

Released 1.4.2

Version 1.4.2 enables quarterly re-balance in the cost-average simulation.


Wednesday, October 19, 2011

New release: 1.4.1

I'm happy to announce EzBacktest 1.4.1.

This version adds a "Cost Average Simulation" tool. Which allows the user to pick initial investment and additional monthly contribution. Each contribution is distributed according to currently viewed portfolio allocation plan, no re-balancing is performed. The resulting graph shows cash value of investment over time, and how this portfolio grows. No additional measurement is available at this point, because regular measurement apply to real return of a fixed investment - yet, this simulation creates accumulated returns.


Wednesday, October 5, 2011

Oops, installer link fixed

Accidentally published wrong version last night, the link to 1.4.0 should now be fixed.


Tuesday, October 4, 2011

New release 1.4.0

I'm happy to announce EzBacktest version 1.4.0.

* Tool to run 'Particle Swarm Optimization' to maximize sharpe ratio of a portfolio
* Option setting to limit results 'to date', for those wishing to review results which do not include recent crashes.

Be sure to reciprocate if you find this useful in your financial needs.

Wednesday, August 17, 2011

Did EzBackTest help you plan asset allocation and avoid losses in last market turmoil? Spread the word!

EzBackTest was created to allow investors to verify their asset allocation plans. I believe that if users were utilizing it to plan their balanced or conservative portfolios - they have probably managed to avoid the 17% market crash and continued volatility.

EzBackTest is free, and I do appreciate any donation made to facilitate further support and continued development.

Another important aspect of having this product be given for free is that there's no company behind it investing in marketing. So while this product could be useful to many Americans out there with a retirement account, it has probably not reached half a percent of its potential reach.

If you found true cash value in using EzBackTest, and I believe for many in recent weeks it has - do consider sharing your experience with your family, friends and on the web.


Wednesday, July 13, 2011

FAQ Page Added!

The new page will be updated as more questions are asked...

Check it out: EzBacktest Frequently Asked Questions

Tuesday, July 12, 2011

A starting point: a single ETF family such as Vanguard

Looking to play with different allocations? With the plethora of available investment options out there, one gets exhausted quite quickly. I suggest starting from one family of ETF-s and moving on to compare alternatives once a core allocation type is decided upon.

Consider: Vanguard, iShares, PowerShares etc...

Of course, if your broker offers free trade with certain ETF-s, I'd focus my efforts there... (Fidelity offers 20 etf-s for free, TD-Ameritrade about 80 I believe)

Sunday, May 29, 2011

Video: Introduction to EzBacktest

It took me a while, but I found the free time and did this today. The audio quality isn't great, and it came out a lot longer than I hoped. But hopefully this will attract more interest.


Saturday, May 14, 2011

Version 1.3.3 Released!

It'll take the download sites a few days to update, for now you can download directly from this site.

Changes include the new feature as described recently, to change what index portfolios are measured against. To select your relevant index, click on the tools menu, and pick options.


Friday, May 13, 2011


I'm considering adding the following feature, based on user input:

* Add software setting to change default daily comparison index to a group of available Yahoo indexes.

Also, I'm considering recording a YouTube video tutorial based on the existing page I wrote: Designing a portfolio using EzBacktest .

I only need to find the free time to do it, expect it soon.


Friday, May 6, 2011

Should a person keep holding cash in a money market yielding only 0.25% ?

Here's a non-challange for users of EzBacktest, create a portfolio hoding SHY at 90%, and what-ever else at 10%. Simulate that for about 120 months (the results will probably be shorter). You are likely to see something that's not very rewarding, but definitely not negative or yielding 0.25%. Something is better than nothing, and the banks are giving us precisely nothing these days while inflation and commodities are chewing down on our cash holdings.

Still, one wants to have some peace of mind with a certain amount of funds that can't be worth less than what he originally had. And in numbers, he might still have the same amount of dollars... perhaps only in numbers.

What would be the maximum amount one aught to hold in hard currencies without expecting any returns?


Friday, March 25, 2011

Open for feature requests, feedback, and more

This software is great because you the user made it that way. Many features since version 0.9.0 were user requested and allowed enhancing your potential to research and back test.

I'm open to suggestions, complaints and ideas. Users, I need your help. You have to help spread the word around - on forums, facebook, to friends. The more people try it out - the more will contribute to ideas on how to improve it. EzBacktest is free - and lets its users make money. In return, it's up to the user to choose how to reciprocate - via donation or spreading the word around.

Thanks Everyone

Tuesday, March 22, 2011

New Version 1.3.2 Released


Minor bug fixes, improvements to UI


Sunday, February 13, 2011

Missing company names?

There's some bug at Yahoo's quotes service that started over the last few days. I've already created a google based alternative, but I'm waiting to see what happens over the week.

Sunday, January 2, 2011

If you email me for support... make sure you use a valid email address for a response

A post just for you Ray.

"Returned mail: User unknown"

The original message was received at Sat, 1 Jan 2011 06:39:29 -0500

----- The following addresses had permanent fatal errors -----

Also, most likely emails received on my side might be directed by Hotmail into a spam folder. While I usually respond within a day, it might take me a week. Don't be shy about emailing again if you fail to get an answer to your questions.