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How we do it, in 5 easy steps...
Select Your Securities
Our Universe Designer allows you to narrow down the list of stocks that you want to analyse on any given date in the past 28 years.
Universes can be as simple as "give me all US securities" or more complex, such as "all securities domiciled in Germany, France and the UK with a Return On Equity greater than 10% and the most recent EPS estimate above currently reported EPS". You choose from any combination of 300+ data points stored against each security.
Rank Your Universe
You then rank your universe so that the securities most likely to show the highest returns appear at the top of your list.
The InvestorsEdge ranking system is simple and intuitive yet extremely powerful, allowing you to choose one or more of 300+ data points for each security in our database. From in depth Income, Balance Sheet and Cashflow statement factors and ratios through to more complex data items such as Altman Z-Scores And Piotroski numbers, InvestorsEdge provides you with the tools to fine tune your strategies.
Apply Your Trading Rules
Apply trading rules to define how InvestorsEdge should simulate trading your strategy between the dates you specify.
Select simulated periods, commissions, slippage and stop levels to manage your trades. You can add trading rules to control when a position is entered or exited, and apply a benchmark to see how your strategy performed compared With the real world.
Backtest Your Design
InvestorsEdge will backtest your strategy to show you the theoretical returns and performance between the dates you specify.
The InvestorsEdge backtester uses point in time data to eliminate survivorship bias issues, and has been designed to reduce issues such as overfitting of data to your trading idea by automatically using In Sample and Out Of Sample backtest periods. A completed backtest publishes a wealth of information in graphical, tabular and statistical format to allow you to assess a strategy's strengths and weaknesses.
Once you have perfected your strategy, the platform will run your strategy for you.
Run strategies in real life and the InvestorsEdge platform will email you regular updates together with any buy or sell actions you need to perform.