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Personal Investments • Backtester?

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Hey everyone,

I’m looking for a back tester where I can simulate my specific withdraw strategy as part of the modeling.

I’m trying to simulate my withdrawal strategy that dips into a cash reserve during down markets based on a set dollar amount, resumes investment withdraws when exceeds those amounts. As a bonus, would be beautiful if it could take the withdraws off the higher investment for balancing and even have an option to take higher withdraws up to 2.5% per qtr to replenish the cash reserve.

Is there such a tool?

I can model this manually but it’s cumbersome and time consuming!

Suggestions?

John

Statistics: Posted by itnetpro — Mon Jan 06, 2025 12:45 pm — Replies 0 — Views 44



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