RotationInvest.com provides quantitative tools to facilitate research and anaylisis of a wide variety of exchange trade funds (ETFs), stocks, and mutual funds. Custom build your own sector rotation, asset allocation, rebalanced portfolios, and risk on risk off strategies using our backtesting tool or use our pre-built strategies as templates for your own ideas.
Combine Portfolio ToolThe Combine Portfolios Tool is provided to allow users a way to easily and quickly see how multiple strategy portfolios performed together. For example you may develop an asset allocation, moving average, and rotational strategy that you think compliment each other well, with the Combine Portfolios Tool you can upload the daily equity export for each strategy and select different weightings for each upload to view the combined performance and make real assessments as to how well each portfolio complimented the others.
Portfolio Moving Average ToolThe Portfolio Tools are tools that allow users to upload backtests from any of other other tools and create a strategy of strategies. The Portfolio Moving Average tool allows users to upload a 'stock' and a 'cash' portfolio, when the 'stock' portfolio's equity curve is below the defined moving average, the 'cash' portfolio is invested in instead of the 'stock' portfolio.
Portfolio Rotation ToolThe Portfolio Tools are tools that allow users to upload backtests from any of other other tools and create a strategy of strategies. The Portfolio Rotation and Adaptive Asset Allocation Tool allows users to upload up to 10 strategies equity curves from other apps and rotate or apply adaptive asset allocation to these strategies, so you can determine when and how much each strategy gets invested in. The settings on this tool are the same as our Advanced Rotation Tool.
Investing entails some degree of risk. Investors should learn the risks involved before engaging in any investment. RotationInvest.com provides general information, and testing and research tools, not individually targeted personalized advice. Some investment strategies may not be suitable for you. We recommend you seek independent professional legal, tax, and investment advice before engaging in any investment. Information and advice provided by RotationInvest.com should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any investment. Past performance does not necessarily predict future returns. We expressly deny any liability to you for loss in any manner or form now or at any time in the future. RotationInvest.com endeavours to ensure the accuracy and reliability of the information provided, but does not accept any liability whatsoever, whether in tort or contract or otherwise, for any loss or damage arising from the use of this software. Results from any of RotationInvest.com or PortfolioBuilderInvest.com tool or website may not be accurate, and cannot be guaranteed to be accurate or correct.