Pulse: Advanced Portfolio Backtesting & Financial Analysis 📈

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Backtest investment portfolios, access financial statements and historical price data instantly for US-listed companies, and have all the data presented to you visually through charts.

Backtest theoretical portfolios:

**Example: **Backtest a portfolio with 30% in AAPL, 20% in MSFT, and 50% in BND, starting from January 1, 2010, to December 31, 2020. Use SPY as the benchmark.

Pull real-time financial statements:

Example: Give me the 2020 annual income statement of Apple

Pull historical security prices:

Example: Give me the monthly closing price of Tesla from 2015-2019

https://chat.openai.com/g/g-gVKleapT1-pulse

If you try it out, please share your results below! Your feedback would also be super helpful and appreciated

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You can now set another portfolio as a benchmark

e.g., you can say something like

"Backtest a portfolio with 30% in AAPL, 20% in MSFT, and 50% in BND, starting from January 1, 2010, to December 31, 2020. Use a portfolio of 50% VTI & 50% TLT as the benchmark. "

You can also ask Pulse for the price history of any security and it shows you a chart. You can choose the start/end date and the frequency of the data.

You can technically ask it for a specific event and it infers the start/end date for you, like in this example it was asked about spy's performance during the Global Financial Crisis