Resources & Education
Learn how portfolio risk, backtesting, stress testing, Monte Carlo simulations, drawdowns, and optimization models work behind stresstest.pro.
Explore guides, metrics, simulations, market crisis explainers, optimization models, and investing comparisons designed to make portfolio analytics easier to understand.
Featured starting points
New to portfolio analytics? Start with these core concepts before exploring advanced simulations and optimization models.
Historical Backtesting
How past performance is measured across 30+ years of data.
Read moreMonte Carlo Simulation
Projecting future portfolio paths using statistical modeling.
Read moreMaximum Drawdown
The largest peak-to-trough loss in a given period.
Read moreSharpe Ratio
Risk-adjusted return relative to volatility.
Read moreDCA vs Lump Sum
Which investment timing approach wins over time?
Read moreMarket Crises Overview
How portfolios behave during major market shocks.
Read moreETF Directory
10-year data for every ETF in our universe
Stock Directory
CAGR, Sharpe, Altman Z-Score for all stocks
Comparisons Directory
Side-by-side ETF & stock head-to-heads
Macro Dashboard
G10+ economic health metrics by country
Full Asset Directory
All analyzed assets A–Z in one index
Start Here
Core concepts for understanding portfolio performance, risk, and long-term investing behavior.
Risk & Performance Metrics
Understand the numbers behind portfolio risk, return, volatility, downside protection, and risk-adjusted performance.
Simulations & Stress Testing
Learn how portfolios are tested against uncertainty, historical crises, and different market environments.
Portfolio Construction & Optimization
Explore models and frameworks used to build, compare, and optimize portfolios.
Investor-Specific Guides
Practical guides for real-world investor questions, regional investing decisions, RSU exposure, taxation, and allocation choices.
Comparisons
Compare tools, strategies, markets, and approaches to portfolio analysis.
Borderless Portfolio Backtesting
Unlike other tools restricted to US derivatives, stresstest.pro partners with EODHD to provide institutional-grade data across 50+ Global Exchanges. We natively support the Indian Market (NSE, BSE, Mutual Funds), UK, Europe, Australia, and more.
Regional Investment Strategies
- IN
Nifty 50 vs S&P 500
Home Bias vs Global Diversification for Indian Investors
- IN
Taxation: Foreign Equities vs Domestic MFs
Navigating India's new tax regimes for overseas investments
- EU
UCITS vs US ETFs
Optimization and tax strategies for European investors
- UK
ISA Portfolio Optimization
Backtesting common UK Stocks and Shares ISA portfolios
More resources
Additional guides and explainers related to portfolio analytics, investing concepts, and stresstest.pro features.
Put the concepts into practice
These resources explain the concepts behind portfolio analytics. stresstest.pro lets users apply them directly to portfolios using backtesting, stress testing, Monte Carlo simulations, optimization models, and risk metrics.