4.7 Use Custom Market Data (Upload Your Own Data)

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Custom Market Data allows you to upload your own datasets and use them directly in portfolio analysis, backtesting, and optimization.

This is useful if you want to:

  • add your own asset to a portfolio
  • test proprietary or external strategies
  • compare your portfolio to external market data
  • or work with datasets that are not available in Portfoliometrics by default

To use this feature, simply upload a CSV file with a datetime column and price data.

Watch the video below for a step-by-step walkthrough.

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