Instant portfolio backtesting and benchmarking with seamless handling of corporate actions
Save time and effort developing your investment ideas with Thematic. Instantly build portfolios and pressure test with experiments. Gain insights through instantly calculated portfolio metrics. Run backtests over multiple years and situations in seconds. Track the portfolios over time and look for signals.
Thematic's portfolio backtesting and benchmarking is:
Lightning fast
Calculated in seconds, not weeks.
Broad and deep
Track hundreds of securities across unlimited portfolios, with seamless corporate action handling.
Customizable
Choose your time ranges for precision analysis: 1m, 3m, 6m, 1y, 2y, 3y, and custom. Create multiple portfolio variations for comparison.
Actionable
Instant portfolio calculations such as standard deviation, Sharpe ratio, and aggregate price-to ratios to help you fine-tune your strategy.
All of the controls at your command
Move backwards in time by choosing your backtest timeframe from set of time periods, or enter custom ranges to fit your needs, and get your results in seconds. Zoom in on time periods, update your strategy, and see the performance differences in the same graph.
We're here to help
Thematic is the future of investment research for the public equity industry. We believe that by providing a better way to bring ideas to market, differentiated investment products will be developed. If you're interested in partnering, please reach out and let us know how we can help.
Contact us