BEFORE YOU START
- 1.1 What is PortfolioMetrics?
- 1.2 Backtesting vs. Optimization
- 1.3 What data do I need?
GETTING STARTED
- 2.1 Account & Login
- 2.2 Set up your first strategy: Portfolio Backtesting
- 2.3 Set up your first strategy: Portfolio Optimisation
- 2.4 Portfolio upload via CSV template
FEATURES & USE CASES
- Key Features
  - 3.1 Export a PDF Report
  - 3.2 Share your strategy (public link)
  - 3.3 CSV Export
- Practical Use Cases
  - 3.4 Understanding Key Backtest Metrics
  - 3.5 Interpreting Risk-Adjusted Metrics
  - 3.6 The Efficient Frontier Explained
  - 3.7 Portfolio optimization use cases
  - 3.8 Monte Carlo Estimation Methods
  - 3.9 Monte Carlo Simulations
TROUBLESHOOTING & COMMON QUESTION
- 4.1 Where can I set the forecast years for Monte Carlo?
- 4.2 How can I change the forecasting method?
- 4.3 Why are some tickers missing?
- 4.4 Where can I see upcoming features?
- 4.5 Where’s the changelog?
SUPPORT PORTFOLIOMETRICS
- 5. How You Can Support PortfolioMetrics
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How can we help? 👋

BEFORE YOU START

Learn what PortfolioMetrics does and what data you need to begin.

3 Articles

Set up your account and build your first strategy step by step.

4 Articles

Apply features and explore real use cases to optimize and share strategies.

9 Articles

Solve common issues and find quick answers about settings, data, and methods.

5 Articles

Share feedback, leave a review, or support our mission through visibility.

1 Article