I get a lot of emails asking about good software to use for X. We do almost everything in Excel with macros, but I have periodically used the below…email in any I am missing and we will udpate this list. I don’t include any black box websites or timing newsletters.
Caveat: You have to be super careful here when evaluating software and databases. Some of these have had survivor bias problems (Zack’s) and some are not total return and exclude things like dividends (
Portfolio123 a reader now says they incorporate dividends). And some are very, very, expensive.
Reader Suggestions included.
STOCK and ETF SCREENERS
TRADING SYSTEM / ALLOCATION BACKTESTERS & UPDATES
The Stingy Investor Asset Class Backtester (Canadian focus)
ETF Replay (Free; Premium $360)