Tuesday, December 15, 2015

New Version: 1.12.11 Ho-Ho-Ho

Hear them bells ringing, 'tis the season... anyways - I'm proud to announce EzBacktest latest version - 1.12.11

* This version lets you test the bull/bear and the SMA-trader simulations with EMA instead of SMA values.
* Fix cost-average simulation bug


Monday, December 7, 2015

Merry Christmas, Happy Hanuka, And Best Holiday Wishes!

Merry Christmas, Happy Hanuka, And Best Holiday Wishes!

Thank you to everyone who used and contributed this year to make EzBacktest the great tool that it is! May you all have a successful investment experience.

S. Segev

Tuesday, October 27, 2015

New version: 1.12.9

What changed?

Very simple, added an "add line" link, for some it is more intuitive than clicking the keyboard.
Also, Comcast stopped providing FTP hosting, so now I'm relying only on a free hosting site.


Thursday, September 17, 2015

Part 2: What do you do when S&P500 moving averages cross?

Continuing from last post, I'm not delivering any financial advice here...

I mentioned you can use EzBacktest to simulate strategically switching from aggressive to defensive portfolio based on S&P 500 simple moving averages crossing, I wanted to demonstrate how its done.

* First, from the tools menu, select "Bull/Bear Strategy Simulation"
* Setup the simulation similarly to as suggested in the following screen shot:
* Click F5 or the "Simulate!" button and observe the results:

That easy! Do check out prior post and answer the poll - it is anonymous.

Monday, September 14, 2015

No Financial Advise: What do you do when S&P500 moving averages cross?

Some switch from aggressive to defensive portfolios when these crosses occur, as a precursor to a major event, and you can check out such tactics with EzBacktest's Bull/Bear strategy simulation. It so happen we are a few days into such a cross-over. Feel free to anonymously answer the poll below:

What do you do when SMA 50 crosses SMA 200 on the S&P 500?
Sell my aggressive stocks and buy some bond funds
Sell everything and stay in cash
Nothing, but last times I sold everything at the bottom
Nothing, ride it out, stay in a permanent defensive portfolio
Nothing, ride it out, stay in a permanent aggressive portfolio
Nothing, ride it out with 1 index fund
Trade often to game the volatility
Get more aggressive
Poll Maker

Tuesday, August 25, 2015

Another day, another version, 1.12.8 is out


* Correlation Matrix and weekly returns calculated over Friday to Friday, instead of current day of week.
* Verified running, and compiled on Windows 10.


Tuesday, July 14, 2015

New version: 1.12.7


* fix print function for results graph where markers came out too big


Saturday, June 6, 2015

OMG a bug! and... it's fixed: version 1.12.6 is out

There was a bug in the new rotation tool, where the top performer was never picked - it is now fixed. Download it here...


Thursday, May 28, 2015

Version 1.12.5 is out

This version adds the ability to limit PSO optimization to results above a certain annualized return, and also resolves rare worse Sharpe results due to rounding errors while optimizing.


Sunday, May 17, 2015

New version: 1.12.2 (Updated, now 1.12.4)

* When zooming in graph, will no longer measure while marking
* Fix graph view all (cancel zoomed)
* When viewing log scale, the default minimum will be half of initial investment
* Fix crash when viewing stacked positions graph when there's duplicate investment options
* Fix first line in portfolio edit changing ticker to upper case
* Fix tabs order in several views
* Allow selecting number of years when testing SMA trader
* Allow view stacked positions graph for rotation simulation


Update:  Version 1.12.3 is out two days later, with improvement to the automatic minimum, maximum interval and interval-offset of the compare portfolios graph.

Update 2: Version 1.12.4, day after, still improving comparison graph...

Saturday, May 2, 2015

Version 1.12.1 brings you "rotating top performers" tool!

This much requested feature is now available!

You can now add any ETF, mutual fund or stock to a list and request the simulation to pick top performers every few months and see if that strategy had worked in the past.

Download version 1.12.1 now!


Tuesday, April 28, 2015

New release: 1.11.1

1. Allow  end date selection from portfolio screen (previously through options)
2. Simplify certain options arrangements: Selecting dividends reinvestment options, index reinvestment options etc
3. Improve Y axis values at graph to be of type currency with rounded numbers
4. Show index name at bottom of graph when browsing values
5. Default index funds to reinvest dividends as part of simulation


Update: version 1.11.2 is released as of 4/30/2015, resolves elusive bug with custom index settings

Wednesday, April 15, 2015

Youtube video by EzBacktest user-fan, check it out

Big thanks to enthusiastic user Mayur Sethi, check it out and spread it around:

The last video I made was from several years ago, and several versions ago, it's on my to-do-s to update it. Thank you Mayur for contributing your time and efforts!


Sunday, April 5, 2015

New release: 1.10.1

What's new?

* Offline data
* Re-balancing bands rule option
* Use date-picker control instead of month-calendar when picking start date


Wednesday, April 1, 2015

More votes needed!

If you have not yet voted in the poll, please do. I'm looking for more feedback, and more support - so spread the news around and encourage others to vote. Thanks!

Monday, March 9, 2015

Version 1.9.10 is out

This version fixes accuracy of tested equities with many multiple dividends along a long period of time.

Prior versions relied only on reverse calculation of adjusted close column from Yahoo!Finance, however - that method was not accurate enough given a long period of time and the rounded nature of that column over a long period of time. The new version downloads the historical data and the dividend data. The software still deducts splits when large differences are detected between the adjusted close and the regular close value.


Wednesday, March 4, 2015

Answer the poll, what's next for EzBacktest development?

Hello everyone, I'd like to hear from you - please pick an option or select other to add your own wishes. Please remember, that the more people get to use this application, and donate, the more likely I am to attempt to add said features, so do share with your friends and family:

Which new EzBacktest development would you think is most important/beneficial to you?
Offline historic data source
Rotating top performers based backtesting
Web only tool (no download, not only windows, subscription based)
Mac support
iPad support
Android support
Win 8/10 full screen app
Money Market equity simulation (based on historic fed interest rates)
Revamp User Interface
PDF reports
Please Specify:
Poll Maker

Monday, February 23, 2015

I'm not on LinkedIn

Sorry folks, I had a short brush with LinkedIn and found it counter productive. I'm not snubbing anyone, I just don't see a need at this point to place my information there.

Sivan Segev

Sunday, January 11, 2015

1.9.9 released!

* Fix support for setting start date and performing particle swarm optimization.


Monday, January 5, 2015

Happy New Year 2015! Version 1.9.8 is out

This version allows users to change the balance rule "every 8% drop" via the options to different percentages.