BacktestFolio…
Pages
  • Portfolio Backtest
  • ETF & Mutual Fund Analysis
  • Planner
ANALYSIS SECTIONS
Setup
  • Data Input
Overview
  • Comparative overview
Returns & Performance
  • Rolling Returns
  • Annual Returns
  • Normalized Performance
  • Quantitative Analysis
Comparisons
  • Head-to-head
  • Fundamentals
  • Risk-Adjusted
  • Correlation Matrix
History
  • Recent History
Portfolio BacktestETF & Mutual Fund AnalysisPlanner
Pricing
…
BacktestFolio

Quantitative portfolio analysis tool.

Product

  • Portfolio Backtest
  • ETF & Mutual Fund Analysis
  • Planner
  • FIRE calculator
  • Pricing
  • Guides
  • Glossary
  • FAQ

Legal

  • Privacy
  • Cookies
  • Terms
  • Refunds
  • Financial Disclaimer
  • Cookie Preferences
  • Notice at Collection

Contact

  • Emailinfo@backtestfolio.com

© 2026 BacktestFolio.

BacktestFolio is a tool for simulation and historical analysis of investment portfolios, provided solely for educational and informational purposes. The results do not constitute financial advice, an investment recommendation, or an offer of regulated financial services under Directive 2014/65/EU (MiFID II), the Financial Services and Markets Act 2000 (United Kingdom), or the Investment Advisers Act of 1940 (USA). BacktestFolio is not registered with any financial supervisory authority (CONSOB, BaFin, AMF, FCA, SEC, or equivalents) and does not manage third-party capital. Past performance is not indicative of future results. Simulated returns are hypothetical and do not reflect actual transaction costs, spreads, or market impact. Investing in financial instruments involves risks, including the possible total loss of invested capital. Before investing, you should consult a financial advisor authorized by the relevant supervisory authority in your jurisdiction.

Plans and pricing

Free to start, Plus for extended history and Planner, Pro for PDF export and unlimited portfolios.

Billing cycle

Free

Loading display currency
/month

About −00% vs 12 monthly payments

No payment required.

  • Historical data up to 10 years
  • Portfolio backtesting
  • ETF and fund analysis
  • Up to 5 portfolios saved to the cloud

Backtests and analysis currently without restrictions. Terms may change over time.

Start with the Free plan
Recommended to start

Plus

Loading price
  • Extended history (30+ years) **
  • Unlimited backtests, always
  • Unlimited ETF and fund analysis, always
  • Financial planner
  • Up to 20 cloud portfolios
  • ETF and fund fundamentals
  • Portfolio comparison
  • Portfolio tracker base (coming soon)

* Taxes excluded. Verify the total at checkout.

** Subject to available data.

Pro

Loading price
  • Includes the full Plus plan, plus:
  • Unlimited cloud portfolios
  • PDF report export
  • Full portfolio tracker (coming soon)

* Taxes excluded. Verify the total at checkout.

Feature comparison

What each plan includes, beyond the cards above.

Free, Plus and Pro comparison table
FeatureFreePlusPro
Data historyUp to 10 years30+ years **30+ years **
Portfolio backtestPortfolio backtesting *Unlimited backtests, alwaysUnlimited backtests, always
ETF and fund analysisETF and fund analysis *Unlimited ETF and fund analysis, alwaysUnlimited ETF and fund analysis, always
Cloud portfoliosUp to 5 portfolios saved to the cloudUp to 20 cloud portfoliosUnlimited cloud portfolios
Financial planner—✓✓
Look-through fundamentals—✓✓
Portfolio comparison—✓✓
PDF report export——✓

* Backtests and analysis currently without restrictions. Terms may change over time.

** Subject to available data.