Long-Term Portfolio Lab
Two independent tools in one page: a portfolio backtester -- pick tickers/ETFs and weights (from the S&P 500, SET50, a set of core ETFs, or literally any other US/Thai ticker you type in), or start from a clearly-labeled educational example portfolio, then backtest that allocation against real historical data for growth of $10k, CAGR, max drawdown, volatility, and Sharpe -- and a separate fundamentals screener where you pick the filter criteria and it sorts the S&P 500 + SET50 + core-ETF universe by them. Neither tool ranks or recommends specific stocks; it's educational and analytical, not investment advice.
Portfolio Composer & Educational Presets
The panel where you build an allocation: search the S&P 500 + SET50 + core-ETF universe and add tickers, or type in any other US or Thai (.BK) ticker outside that list (it's fetched live instead of from the cached universe), set each one's weight, and pick a rebalancing policy (never, annual, or quarterly) plus an optional monthly dollar contribution -- or start from one of four clearly-labeled educational example portfolios (e.g. a 60/40, a three-fund portfolio, a dividend tilt) instead of building from scratch.
- Click an educational example portfolio to load its tickers and weights, then edit freely -- these are illustrative starting points, not recommendations.
- Or search the universe yourself, add tickers one at a time, and type a weight for each until they sum to 100%.
- Set a rebalancing policy and, if you want to model regular investing rather than a single lump sum, a monthly contribution amount, then click "Run backtest."
- The Run backtest button stays disabled until your weights sum to 100% across at least one ticker.
- Running a backtest costs compute credits from your daily allowance, or your prepaid balance once that's used up -- the same allowance/balance the EA Builder tools use. Requires being signed in.
- "Save portfolio" (next to the composer) stores the allocation and settings to your account for later, separately from running a backtest.
Backtest Results
A results panel with a growth-of-$10k equity curve chart plus stat cards for CAGR, max drawdown, volatility, Sharpe, and the allocation's best and worst calendar year, all computed from real historical price data for the tickers you chose.
- Read the equity curve for overall trajectory, and the stat cards for the specific numbers (CAGR, drawdown, Sharpe, etc.) behind it.
- Every number here is a historical simulation of your chosen allocation, rebalancing policy, and contribution schedule -- not a forecast or a recommendation, and past performance doesn't guarantee future results.
- Change the allocation, rebalancing, or contribution and re-run to compare a new scenario -- each run is a fresh backtest.
Fundamentals Screener
A separate tab from the backtester: you pick filter criteria (P/E, dividend yield, ROE, debt/equity, revenue growth, and more) and it sorts the S&P 500 + SET50 + core-ETF universe by whichever metric you choose -- unlike the backtester, the screener can't look up an arbitrary ticker outside that list, since screening needs a pre-fetched set of stocks to sort. It never scores, ranks, or recommends stocks itself.
- Add one or more filters (a field, a comparison, and a value) or start from one of the example filter presets, then choose what to sort by and in which direction.
- Click "Screen" to get a table of every universe ticker matching your filters, sorted the way you asked.
- The results table is a plain sort of tickers matching your own criteria -- there is no score, star rating, or "top pick" anywhere in it.
- Running a screen costs compute credits the same way a backtest does, from your daily allowance or prepaid balance. Requires being signed in.
- The universe is curated (the S&P 500, SET50, and core ETFs -- ~560 tickers), not the whole market, and its fundamentals data refreshes weekly.