Wednesday, January 30, 2013

Some notes about the market and the economy


Hello users of EzBacktest, I know you don't refer to this blog for financial news and analysis and I promise you I'm not providing any. This blog is about the software EzBacktest, its features, releases, plans, recommendations etc.

Take this one as an exception. I'm not an expert to provide a professional opinion stating the market will or should go this way or that way based on such and such micro/macro. My financial credentials are simply building EzBacktest and Free-Stocks-Ticker, based on publicly available knowledge and users feedback. (I do have credential in my field of work, which is software engineering)

Here goes, succinctly:

* The market is making new multi-year highs: U.S. Stocks Rise on Earnings; DJIA at Five-Year High
* Earnings are reported to be great: The Odd Season: Good Earnings, Nervous CEOs
* Yet the economy seems to be in the tanks: US economy shrinks 0.1 pct., 1st time in 3 ½ years
* Unemployment is high:U.S. economy adds 155K jobs, unemployment rate stays at 7.8 percent
* Federal debt out of control:Why is the national debt $16 trillion?

I can actually find tens of recent bad news regarding the economic conditions. Is the market up only because banks are given "free money" by Quantitative Easing? How is this mechanism working? Sounds very suspicious, doesn't it? I don't get it, do you?

Sunday, January 27, 2013

Well, you can pay $375 annually to backtest portfolios, or...

Look, I get that there are other products out there, and I'm not nocking down any of those. I'm merely letting you know - EzBacktest is free for personal use and open for improvement suggestions.

Users donations encouraged

PS. Upcoming release will revise the graph results form, to make it a little easier on the eyes:


Cheers!

Thursday, January 24, 2013

Version 1.6.0 Released! Trader simulation improvements

I'm happy to announce the latest version of EzBacktest.

New features and fixes:

* Improved SMA trader simulation with different options: force trader position size, minimum cash, maximum position held months, trade into position only on signal
* Fix crash with PSO when stocks ticker are missing
* Allow bookmark and "undo to bookmark", with automatic bookmarking on each back-test, PSO-optimization and equal-distribution.

Cheers!

Download Portfolio Backtest Utility

This post is shameless. Really, it's a fact that unless you google something with the keyword "EzBacktest", you will not find this blog. But what is the main function of EzBacktest? Backtesting your portfolio.

So download this great portfolio backtesting utility!

Welcome anybody who has become aware of EzBacktest through this blog post, that is what it is intended to do. Do go ahead and read in the About page what this utility is all about, and then click "Download" and try it for your self, you won't regret it.


Make more than a penny or two!

Tuesday, January 15, 2013

How to install EzBacktest on Windows 8?

Microsoft says: You users need protection, several protections, no really - you are so dumb, we will actually prevent you from installing stuff...

Anyways - first thing first, WinRT users, sorry you can't run anything that isn't "Metro App" except for Office. So  - your tablet isn't going to run EzBacktest.

OK, let's get to it, Windows 8 users should be aware of what to expect when trying to install EzBacktest, and how to get it installed and running:

1. Download the Zipped installer

2. Open the zipped file and double click to run the installer

3. Windows will let you know it protected you and give you 2 options, "more info" link, and "OK" - select "more info", which will allow you to run the installer.

4. Select "Run anyways"

5. Windows will let you know that the publisher is unknown. That's because I'm not paying a yearly subscription to 3rd party to be a "known publisher". Select "Yes"

6. Go through the installation wizard and choose at the end to run "EzBacktest"

If you are installing version 1.6 and up, you are done. Prior versions used Microsoft's .Net framework version which isn't installed by default on windows 8, so your saga continues here:

7. Now Windows will let you know that Windows is missing .net 3.5 and ask you if you wish to download and install it. Yes, do download it

8. Wait until installation of .net 3.5 is complete


There, now you can use EzBacktest, wasn't that fun? There has to be someday in the future a consolidated Desktop app store agreed by %90 of industry, which will allow one click/install. Until then, it's going to be this painful. Most users will agree though, going through this pain is worth it - EzBacktest is that good and important for investment decision making!

Cheers!

Thursday, January 10, 2013

Support for International Stocks

As mentioned before, the data used by EzBacktest is from Yahoo!Finance. The good news is, that Yahoo provides services worldwide, you just have to know how to reach that data in Yahoo prior to trying to test it in EzBacktest.

For a very quick example, I entered the Yahoo finance sites for Germany, France and UK and looked for ANY stock out there and the relevant page for its historical prices. I then looked at relevant download link at the bottom of the page, here are the results:


German: http://ichart.finance.yahoo.com/table.csv?s=DBK.DE&d=0&e=10&f=2013&g=d&a=0&b=3&c=2000&ignore=.csv

French: http://ichart.finance.yahoo.com/table.csv?s=CO.PA&d=0&e=10&f=2013&g=d&a=0&b=3&c=2000&ignore=.csv

UK: http://ichart.finance.yahoo.com/table.csv?s=LLOY.L&d=0&e=10&f=2013&g=d&a=11&b=28&c=1995&ignore=.csv

USA: http://ichart.finance.yahoo.com/table.csv?s=LQD&d=0&e=10&f=2013&g=d&a=6&b=31&c=2002&ignore=.csv


Notice that all of these downloads are from the same web address, without specific difference in parameter indicating a different currency expectancy. The only major difference is the suffix of the stock ticker.

A German stock ends with .DE and the data downloaded is in Euros.

A French stock ends with .PA and the data downloaded is in Euros.

A UK stock ends with .L and the data downloaded is in British Pound.

Conclusion: You can test international portfolios, the actual currency is relevant to the download and isn't imposed by EzBacktest. EzBacktest uses percentage based allocation, so the currency and stock price doesn't affect test results. It works!

Cheers!

Friday, January 4, 2013

Softpedia says: EzBacktest %100 clean

I really like Softpedia, they track software releases and update their website and databases. I would like to publicly extend my thanks to the publishers at Softpedia for carrying my software as a mirror, and for verifying and letting everyone know: My software is %100 free of Viruses!

Check them out:


Softpedia guarantees that EzBacktest 1.5.8 is 100% CLEAN, which means it does not contain any form of malware, including spyware, viruses, trojans and backdoors

Thursday, January 3, 2013

Alert! Do not download from CNET's Download.COM! Ad-pusher and other crap injected to users computers without consent!

Alert! Do not download from CNET's Download.COM! Ad-pusher and other crap injected to users computers without consent!

I was alerted by a user that his friend downloaded from Download.COM and found all sorts of threats. I quickly tried to download from Download.COM and found them installing all sorts of crap without my consent before they even begin letting you download my software. I will remove my link to them until further notice. I'm sure they will come to their senses at some point, but right now, please be aware and avoid downloading anything from that site.

Please note, when you download from this site, one of the 2 main links, you are downloading from either my Comcast web account, or a free host service - these packages were not modified by any external entity and I recommend you download from here.

Some web-browsers, on some operating systems will refuse to allow you to download directly. It is your choice to elect to keep the download regardless and install and trust the software, and I hope you can rely on my word that I released my product with good faith and without viruses or threats. There have been multiple installations and thank you emails received as well as testimonials to that matter, but as things stand - Chrome or Windows 8 might choose to give you a few extra alerts while downloading my product.

Tuesday, January 1, 2013

Version 1.5.8 brings you "5% rebalance band"

Good year to everyone, I usually don't release new versions on a daily basis - so.... you're welcome.

I do listen to feedback, and this was recently requested: a new rebalancing rule, the famous "5% band".

Cheers!