Backtesting

About

Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest, including:

- performance
- volatility
- risk/return metrics
- turnover
- performance contribution
- portfolio concentration
- and more...



Index One allows advisors to backtest index strategies or defined baskets on up to 15-years of curated data. Advisors can tweak index parameters based on detailed data on index constitution, risk, performance, and exposure.

This product is intended for

• Investment Specialist
• Investment Manager
• Financial Analyst
• Wealth Manager
• Portfolio Manager
• Registered Investment Advisor
• Financial Advisor