Strategy Backtesting, Investor Guides and Templates

Strategy Backtesting

You can now launch strategy backtests directly from the screener. Here's how strategies work:

• Dynamic Mode: Automatically includes all tickers from the screener (suitable for most use cases); Static will only include pre-selected tickers from the Ticker column.

• Weighting Options: Choose between equal weight, volatility parity, or mean-variance optimization.

• Minimum Positions: Set a floor for portfolio concentration (e.g., a minimum of 5 positions at 20% each for equal weight).

• Handling Shortfalls: If the screener returns fewer stocks than the minimum, choose to replace with cash, or another ticker.

• Rebalancing Options:

  • Calendar-Based: Rebalance at set intervals (e.g., weekly, monthly).

  • Target-Based: Triggers rebalancing when a position deviates by a specified percentage (e.g., ±20%).

  • No Rebalancing: Run the screener without rebalancing.

  Launch strategy and view results in the Strategies section.

Plus: The Stock Screener now supports metric reordering. Simply click “Reorder Metrics” and drag columns to rearrange them.

Research Hub Update: New Sections

We've rolled out a significant update to the Research Hub, introducing two new sections to enhance your experience. Here's what's new:

Investor Guides

To help you navigate the platform, we've added Investor Guides. These guides cover portfolios, watchlists, strategies, and more, with action steps that unlock achievements upon completion. Designed for new users, they take about 20 minutes to complete and will expand over time.

Templates

Templates allow you to easily add pre-shared instruments to your profile. Whether it's stock screeners, watchlists, or market studies shared on X, a single click integrates them into your account.