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Research
Create and backtest rule based strategies
Introduction
Introduction to our Research tools
By Marco Salerno
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Last updated 1 year ago
Stock Screener
Our powerful screener with a video introduction
By Marco Salerno
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Last updated 3 years ago
Ranking System
Multi factor ranking
By Marco Salerno
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Last updated 3 years ago
How Ranking Works
This article describes the ranking methods in detail
By Marco Salerno
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Last updated 1 month ago
Ranking Nodes
All the different types of nodes in a ranking system
By Marco Salerno
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Last updated 1 month ago
How to Run a Rank Performance Test
How to run a bucketized backtest of your ranking system
By Dan Parquette
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Last updated 1 month ago
Portfolio Strategy
Define a complete investment strategy
By Marco Salerno
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Last updated 3 years ago
Rebalancing Live Strategies and the X-Ray Tool
Review the rebalancing process and tips to use the X-Ray tool
By Dan Parquette
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Last updated 2 years ago
Factor Value and Rank Chart
Understanding the Rank and Factor Value Histogram Chart
By Dan Parquette
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Last updated 2 years ago
Imported Data Series & Stock Factors
How to import your own time series into Portfolio123
By Marco Salerno
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Last updated 5 months ago
Backtesting biases
Are your simulated returns too good to be true?
By Marco Salerno
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Last updated 3 years ago
Simulation Assumptions
Key settings to make simulations more realistic
By Marco Salerno
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Last updated 3 years ago
Research FAQ
Frequent questions about our Research tools
By Marco Salerno
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Last updated 1 year ago
How to Reproduce a Strategy Backtest using the Screener
Describes the reasons why it backtests differs and to make them more similar
By Marco Salerno
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Last updated 2 days ago