Mutual Fund Portfolio Analysis

Daily Report Stats Stock Picks Events
Funds Tracked
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NAV Data Points
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Strategies
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Selections
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Portfolios
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Last Updated
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What-If Analysis

Simulation Parameters

Results

Configure parameters and click "Run Simulation"

Pre-built Scenario Analysis

Conservative

90-day hold, 8% target, 5% stop loss, no commission. Focus on capital preservation.

Moderate Growth

180-day hold, 12% target, 8% stop loss. Balanced approach.

Aggressive

90-day hold, 20% target, 15% stop loss. Higher risk/reward.

Buy & Hold (1yr)

365-day hold, no target/SL. Pure buy-and-hold strategy.

With Questrade $9.95 Fee

180-day hold, 12% target. Tests impact of Questrade MF fees ($9.95/trade).

Index Only

365-day hold, Index Tracker strategy only. Passive baseline.

Fund Universe

TickerFund NameCategoryFamilyExpense RatioStarsAsset Class
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Important Disclaimer
This tool is for educational and research purposes only and does not constitute financial advice, investment advice, trading advice, or any other sort of advice. Nothing on this page should be construed as a recommendation or solicitation to buy or sell any security or financial product.

No fiduciary relationship is created between you and the operators of this website by your use of this tool. You are solely responsible for your own investment decisions. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Mutual fund NAV data and algorithm rankings are based on historical data, may contain errors, and may not reflect real-world execution. Mutual fund trades may be subject to redemption fees, early withdrawal penalties, and T+1 or T+2 settlement periods.

Data is sourced from third parties and may be delayed, inaccurate, or incomplete. The operators of this website make no warranties regarding the accuracy, completeness, or timeliness of any information provided. Consult a licensed financial adviser before making any investment decisions.

By using this tool you acknowledge that you have read and understood this disclaimer and agree that the operators shall not be held liable for any losses arising from your use of this information.