PocketBacktest

Portfolio Backtesting Sim

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

Backtest any mix of stocks, ETFs and crypto. New: drawdown and yearly analysis, plain-English summaries with Apple Intelligence, and a fresh new look. 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.

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A big update: a fresh look, deeper analysis, and smarter tools. NEW • Analysis: see every portfolio's drawdowns, calendar-year returns, best and worst years, share of positive months, and its longest time below a previous high. Drag any chart to read it, and the reading stays put when you let go. • Describe a portfolio in plain English, or get a plain-English summary of your results, with Apple Intelligence on Private Cloud Compute (iOS 27 on supported devices). • Dates that keep up: the end date now follows today automatically, with one-tap 1Y, 3Y, 5Y, 10Y and Max ranges. • Built for iPad: widen the window and Build and Results sit side by side, so a backtest lands right next to the portfolio you edited. • Export now includes Sharpe, Sortino, total return and a calendar-year returns file. A FRESH LOOK • Portfolio cards wear the color of their chart line, on a softly glowing themed background. • Smoother animations and haptic feedback throughout: new portfolios spring in, a portfolio that's ready to run lets you know, and results cascade into place. • A new launch animation, clearer theme previews in light mode, and a redesigned preset library. MORE ACCURATE MATH • All-crypto portfolios now annualize volatility and Sharpe over 365 days rather than 252. • Beta now counts market moves across weekends. • Long daily-contribution schedules run all the way to the end, and month-end schedules no longer drift. FIXES • Tickers added by Apple Intelligence or presets now link to their fund automatically. • Saved presets are kept between launches. • Exporting on iPad no longer closes the app. • Rotating your phone back from landscape keeps you on Results. • The home-screen widget keeps your last good backtest if a run fails.

Version 2.2.0

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

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
Daniel Cannon
Size
7.6 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.
Languages
English
Age Rating
4+
Copyright
© Cannon Defense Engineering and Technology
  • Developer Website
  • Privacy Policy

    • More by Daniel Cannon

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