PocketBacktest
Portfolio Backtesting Sim
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
How would that portfolio actually have done?
Type the tickers, set the weights, pick a period, tap Run Backtest. You get a
clean growth chart and the numbers that matter. In about ten seconds, with no
account and no spreadsheet.
BUILD IT YOUR WAY
• Save multiple portfolios of stocks, ETFs, and crypto
• Start from a preset - 60/40 Balanced, All Weather, Three-Fund, Total Nasdaq,
Crypto Blend and more
• Split weights evenly with one tap, or type them to the decimal
• Duplicate a portfolio to try a variation without losing the original
• Swipe to delete; each portfolio keeps the colour it uses on the chart
TEST IT PROPERLY
• Periods from 1 week to 5 years, YTD, or the full available history
• Rebalancing: Buy & Hold, Monthly, Quarterly, or Annually
• Add recurring contributions - daily, weekly, monthly, quarterly or yearly
• Set your own risk-free rate for the risk figures
THE NUMBERS
• Total return, CAGR, and ending balance
• Money-weighted return (MWRR) once you are adding contributions
• Maximum drawdown - the worst peak-to-trough fall along the way
• Volatility, Sharpe, Sortino, Calmar, and beta
• Contributions are excluded from the return maths, so money you paid in is
never counted as growth
READ THE CHART
• Compare every portfolio on one chart, side by side
• Drag to inspect any single day; press and hold, then drag, to measure a range
• Turn the phone sideways for a full-screen chart
• Optional log scale, or start everything at 100 to compare shape rather than
dollars
• Export a run as CSV and a chart image, zipped and ready to share
MADE TO LIVE ON YOUR PHONE
• Ten themes, each with a genuine light and dark version that follows your
System setting
• Portfolio Pulse widget keeps your last run on the home screen
• Ask Siri: "Run a backtest in PocketBacktest"
• Full Dynamic Type, VoiceOver labels, and Reduce Motion support
• Prices are cached, so recent runs still work with a weak connection
Disclaimer: The information provided in this app is for informational and
entertainment purposes only and should not be considered financial advice. Past
performance does not predict future results. Always do your own research or
consult a qualified financial professional before making investment decisions.
Ratings & Reviews
- This app’s overall rating was recently reset.
New in 2.1: a home screen widget, ten themes with real light and dark modes, a full-screen landscape chart, and Siri shortcuts.
The developer, Daniel Cannon, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Daniel Cannon
- Size
- 7 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - Mac
Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Advertising
- Copyright
- © Cannon Defense Engineering and Technology