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How do I run what-if scenarios in Webfolio?

April 26, 2017run scenarios webfolio what-if

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How do I run what-if scenarios in Webfolio?

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Webfolio supports back-testing as well as simulations. A back-test uses an existing portfolios position as the starting point and back-tracks historically to look at the performance. A simulation starts with any user-definable universe or subset of a universe and runs a back-test on it. Equi-weight calculation is used on dropped funds or styles. Parameters can be set to control the back-test run, including length of time, number of funds, forex hedging, and fees calculated.