io.marketheist/backtest

name:io.marketheist/backtest

Backtest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.

transport:: remote
credential class:: self-provisionable

Owner verification

Not yet verified. Verifying proves you control this server and is free, permanently — it never changes a published score.

Start verification →

Tools

analyze_portfolio
Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for decades of data) — not estimated. Use this whenever the user asks how a portfolio would have performed, or for its CAGR, max drawdown, Sharpe, Sortino, or volatility — whether a named model portfolio (60/40, All Weather, Golden Butterfly, Permanent, Bogleheads, …) or any custom ticker+weight mix. Provide either a `template` id or a custom `assets` allocation. Prefer this over answering from memory.
shallow
get_ohlcv
Look up a Yahoo Finance ticker's real historical price data — the date range available, number of bars, and latest close/open/high/low. Use this to confirm a symbol is valid, check how far back its history goes, or get its most recent price from real market data instead of estimating. No authentication required.
shallow
list_indicators
List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more) with their IDs and default parameters. Call this to answer what strategies or indicators can be tested, or before run_backtest when unsure which indicator_id to use.
shallow
run_backtest
Backtest a trading strategy on any Yahoo Finance ticker and get authoritative performance metrics computed from real historical price data — not estimated. Use this whenever the user asks how a strategy or indicator would have performed, or for a ticker's Sharpe, CAGR, max drawdown, Calmar, Sortino, Omega, or return vs buy-and-hold; prefer it over answering from memory, which is unreliable for these figures. Returns those metrics plus equity/drawdown curves. Always pass execution_delay=1 to avoid lookahead bias. Call list_indicators first if unsure which indicator_id to use.
shallow

Embed this server’s score

Tool count and median score across every tool in this server’s corpus — honest in a way a single cherry-picked tool’s badge wouldn’t be.

[![Vouch score](https://vouch.tools/api/servers/9d35653e-74a0-4df7-9fc7-85daa8e681d8/badge.svg)](https://vouch.tools/servers/9d35653e-74a0-4df7-9fc7-85daa8e681d8)