This is an approximate calculation tool. Not financial advice. Use at your own risk.

Other Graphs & Useful Analytics

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MANY GRAPHS FOR EQUITIES,ETFs,FUNDS,TREASURIES,AND PORTFOLIOS.
Disclaimer: All results are based on approximate historical data and are for informational purposes only. No guarantee is made as to the accuracy, completeness, or applicability of the results. Use at your own risk. This is not financial advice and is not guaranteed to be accurate.

MOST FEATURES ON THIS PAGE IS ACCESSIBLE WITHOUT LOGON FOR BETA TESTING.

Historical data and results may be inaccurate. Use at your own risk. THIS IS NOT FINANCIAL ADVICE.

dret/wret/mret/qret/6ret/yret,ticker1[-ticker2],yrs — Plots BAR CHARTS of returns (daily/weekly/monthly/quarterly/6-monthly/yearly).
Example: mret,TSLA,0.75 or yret,SPY,26 or yret,SPY-QQQ,20.
• Add ,exc to save results as CSV. Example: yret,SPY,26,exc. Adding _CPI to any ticker will adjust it for inflation eg: SPY_CPI, 10 Yr_CPI

nport,5,SPY — Shows 5-year flows and returns using NPORT (works for ETFs or Mutual Funds).
• Example: nport,5,SPY,QQQ — compares SPY and QQQ.

hldgs,ticker — Displays a holdings pie chart from NPORT (limited use) for an ETF or Mutual Fund.
• Example: hldgs,FPURX,exc — downloads the holdings as CSV - more practical use.

snapshot,ticker — Displays a snapshot for an ETF or Mutual Fund.
• Example: snapshot,qqq

byticker,ticker — Displays top 20 funds(etfs) holding the highest percentage of given ticker
• Example: byticker,tsla — shows top 20 funds with highest percent of TSLA holdings. byticker,tsla,exc will download a csv file

byticker2,ticker — Displays top 20 funds(etfs) holding the highest amount of given ticker
• Example: byticker2,tsla — shows top 20 funds with highest amount of TSLA holdings. byticker2,tsla,exc will download a csv file.

yrs,ticker1,...,tickerN,INF — Plots inflation-adjusted returns of tickers over yrs years.
• Example: 3,SPY,AAPL,INF.

hmp,totyrs,yrinterval,ncolors,ticker1,ticker2,ticker3 etc. Creates a heat map for totyrs years, at yrinterval years intervals, with ncolors colors for the given tickers
• Example: hmp,20,5,7,spy,qqq,gld

trnd,ticker,yrs — Plots TRENDLINE for a ticker.
• Example: trnd,QQQ,3 — shows a 3-year trendline for QQQ.

drw,ticker,yrs — Plots annual max drawdowns as barchart
• Example: drw,50,gspc shows max annual drawdown for gspc (the S&P500 equity Index)

avg,ticker,yrs,days : Plot n-days' moving average going back 'yrs' years, along with actual values.
• Example: avg,BRKB,7,200

vol,yrs,ndays,ticker1,ticker2 etc compares n-days' rolling volatility of the given tickers over yrs period
• Example: vol,12,252,btcusd,tsla

shrp,yrs,ndays,ticker1,ticker2 etc compares n-days' rolling sharpe ratio of the given tickers over yrs period
• Example: shrp,12,252,btcusd,tsla

srtn,yrs,ndays,ticker1,ticker2 etc compares n-days' rolling sortino of the given tickers over yrs period
• Example: srtn,12,252,btcusd,tsla

max,yrs,ticker,n — Shows the top n winning or losing streaks in yrs years.
• Example: max,25,GSPC,10.

nrt,ticker,yrs,m,n,exc — Lists the top n m-day cumulative gains or drops over yrs years (CSV output).
• Example: nrt,SPY,2,5,10,exc — shows the top 10 5-day gain/drops for SPY over 2 years.

rtn[e/s/f],yrs,exc — Calculates Sharpe, Sortino, and other metrics for ETFs/Stocks/Funds over yrs years (maximum 3 years).
• Example: rtne,3,exc — runs for ETFs with a 3-year lookback. (Takes time to process.)

recession,25,2 — Finds 2-quarter GDP drops over the past 25 years.
• Example: recession,25,2,1 — uses SP500 drawdowns.
• Example: recession,25,2,10 — skips yield spread check.

por2,2,QQQ+60,BND+40+2 — Plots 60/40 PORTFOLIO growth over 2 years with an extra 2% dividend for BND.
• Portfolio can contain any number of stocks/ETFs/funds with percentages summing to 100.
• Add a comparison ticker at the end (e.g., SPY) to compare against SPY: por2,2,QQQ+60,BND+40+2,SPY.

concv,ticker(orISIN) — Lists the top 20 funds/ETFs containing that ticker or ISIN, sorted by dollar value.
concp,ticker(orISIN) — Lists the top 20 funds/ETFs containing that ticker or ISIN, sorted by percent.
• These features take much longer to run.

gen,1,prem10y,10yprem (Generic Query - for developers only) gen,1,usindex,close,GSPC gen,5,cpiaucsl,cpiaucsl etc ... vol,12,252,btcusd,tsla shrp srtn etc

Other ways to specify years are: (in most cases on this page- not all)
Year - eg: 2022 will use data from 1/1/2022 to 12/31/2022
Year range : eg: 2021-2023 or 2021-23 will use data from 1/1/2021 to 12/31/2023
YTD : year to date
Years : 2 will show data from 2 years ago, 2.3 will data from 2.3 years ago, 3.5-6 will show data from 6 years to 3.5 years ago
Months : 3M will show data from 3months ago, 3M-7M will show data from 7 months ago to 3 months ago
daterange : 20210912 will show data from 9/12/2021 till today. 20210912-20231231 will show data from 9/12/2021 to 12/31/2023