Portfolio Lab
Wrqti Portfolio Lab is an educational backtest tool for testing a hypothetical portfolio allocation and comparing it with benchmarks such as TASI and the S&P 500 without buy or sell recommendations.
Asset allocation
Add up to five assets, then set target weights. The run starts only when allocation equals 100%.
What Is Wrqti Portfolio Lab?
Wrqti Portfolio Lab is an educational backtest tool for testing a hypothetical portfolio allocation and comparing it with benchmarks such as TASI and the S&P 500 without buy or sell recommendations.
You can enter Saudi or US stocks and ETFs, set target weights, then compare results with a benchmark. The goal is to understand risk and assumptions, not to predict the future or issue recommendations.
Important Result Caveats
- Historical performance does not guarantee future performance.
- Results can change with price, dividend, and FX data availability.
- Public TASI data is generally price-only and excludes dividends.
- The tool is educational, not investment advice or a return promise.
Portfolio Backtest FAQ
What is a portfolio backtest?
A portfolio backtest is a historical simulation of an investment idea using past price and dividend data to understand how performance could have evolved, while past performance never guarantees future results.
Does Portfolio Lab support TASI?
Yes. Portfolio Lab supports TASI as a Saudi market benchmark, with a caveat that publicly available TASI data is generally a price index and does not include dividends.
How does the backtest handle dividends?
The tool lets you set a dividend tax rate and choose whether dividends are reinvested or kept as cash, depending on historical dividend data availability.
Are backtest results investment advice?
No. Results are educational and analytical only, are not buy, sell, or hold recommendations, and do not guarantee future outcomes.
Why can results differ from other platforms?
Results can differ because of data sources, pricing dates, dividend treatment, currency conversion, rebalancing rules, fees, and assumed taxes.