Analyzing a Tool for Investment Portfolios

There’s never been more information available to investors, but how do you avoid drowning in data? We’ve gathered our favourite investing tools from across the web to help. And what’s more, they’re free.

Get ready for asset valuation, fund selection, and portfolio modelling made easy.

And in today’s Dumb Question of the Week: Do backtests really work?

Tools discussed

Fund screening

• JustETF
• VettaFI
• Morningstar fund screener
• Morningstar ETF screener

Market Data

• FRED
• Koyfin
• FinViz
• Yahoo Finance
• Google Finance
• Dataroma

Valuation

• Yardeni
• Research Affiliates
• Barclays Indices
• Aswath Damodaran

Historic returns data

• Bogleheads SIMBA spreadsheet
• Robert Shiller’s data
• Fama/French data
• MSCI data

Portfolio backtests

• PortfolioCharts
• Portfolio Visualizer
• FI Calc

Affiliate links

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• New subscribers to Sharepad get the 2nd month free for monthly subscribers, or an additional free 13th month for annual subscribers: https://sharescope.co.uk/pensioncraftsp
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PensionCraft may earn a small commission on affiliate links.

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🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns