Portfolio Visualizer

[thepalmersinking]

Has anyone used this program and if so, are there any bugs or defects I. The calculations or assumptions/logic of the program?

 

[FANOFJESUS]

Seems to work good. I like starting my idea in a bear year to make it tougher. If it works I feel good about it.

 

[ERD50]

The "Backtest Portfolio Asset Allocation" function is referenced quite a bit here on the forum. An example (you might be talking about another function at that site?):

https://bit.ly/3z0wYpJ < short link to "Backtest Portfolio Asset Allocation" example

I'm not aware of any bugs, but it would take a lot of work to validate it.

-ERD50

 

[chassis]

I use portfoliovisualizer alot. I like it. It's discussed extensively on this site and on the Bogle heads site. It's generally accepted as one of many tools in the retirement/financial planning arsenal.

 

[USGrant1962]

It is a nice tool. The biggest defect is that it only goes back to 1972. Would be much more valuable if it covered the FIRECalc/4% rule failure case starting in 1966.