Portfolio Lab
Search tickers, build portfolios, backtest with model allocations, and run historical stress tests.
Portfolio Tools
Source Yahoo Finance (prices) + Kenneth French Data Library (factor returns) + computed analytics
A complete portfolio workbench: build any mix of stocks/ETFs/crypto, then backtest historical returns, drawdowns, factor exposures (Fama-French 5: market, size, value, profitability, investment), and run historical stress scenarios (GFC, COVID, dot-com bust). Why it matters: most retail investors choose holdings one at a time without understanding how the bundle behaves under stress. Building a portfolio view lets you see correlation, concentration, and worst-case losses BEFORE you live them.
MODEL PORTFOLIOS
Click any preset to load it into the portfolio constructor below.
Classic & Foundational
Growth & Income
Crypto-Spiced
PORTFOLIO CONSTRUCTOR
Build a portfolio and analyse risk metrics, drawdowns, and stress test results.
| Ticker | Weight % | Amount | |
|---|---|---|---|
| $400 | |||
| $300 | |||
| $200 | |||
| $100 |
Total: 100%
Portfolio Value ($)
Benchmark
Period
About the portfolio tools
Portfolio Tools let you search any ticker, assemble a model portfolio, and run it through historical stress-test scenarios — such as the 2008 financial crisis and the 2020 COVID crash — to see how it might have performed under past market shocks.
- What is a portfolio stress test?
- A stress test applies the returns from historical market shocks — for example the Global Financial Crisis or the COVID-19 crash — to your current allocation, estimating the drawdown you would have experienced. It is a way to size downside risk before it happens.
- Which tickers can I search?
- You can look up any ticker available through the underlying market data — equities, ETFs, indices, and commodities. Popular tickers are cached for faster loading.
- Is this investment advice?
- No. All tools are for research and educational purposes only. Historical scenarios and backtests do not predict future returns and should not be relied on as financial advice.