Connection check
verified live · 26h ago
backtest
Backtest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.
Tools
4
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
26h ago
Tools & capabilities
4 toolsRead from the running server on 26h ago.
analyze_portfolio
read-only
assetstemplaterebalance
Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for decades of data) — not estimated. Use this… Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for decades of data) — not estimated. Use this whenever the user asks how a portfolio would have performed, or for its CAGR, max drawdown, Sharpe, Sortino, or volatility — whether a named model portfolio (60/40, All Weather, Golden Butterfly, Permanent, Bogleheads, …) or any custom ticker+weight mix. Provide either a `template` id or a custom `assets` allocation. Prefer this over answering from memory.
get_ohlcv
read-only
ticker*frequency
Look up a Yahoo Finance ticker's real historical price data — the date range available, number of bars, and latest close/open/high/low. Use this to confirm a symbol is valid, check… Look up a Yahoo Finance ticker's real historical price data — the date range available, number of bars, and latest close/open/high/low. Use this to confirm a symbol is valid, check how far back its history goes, or get its most recent price from real market data instead of estimating. No authentication required.
list_indicators
read-only
List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more) with their IDs and default parameters.… List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more) with their IDs and default parameters. Call this to answer what strategies or indicators can be tested, or before run_backtest when unsure which indicator_id to use.
run_backtest
read-only
ticker*lookbackdirectionfrequencyma_windowtarget_dd
+14