Backtest portfolios with daily precision, tax-aware realism, and fully transparent rebalancing.
Built for advisors and serious investors who need simulations they can trust — not black boxes or spreadsheets.
No credit card required. We review applications to keep the beta high-signal.
| Capability | What it means |
|---|---|
Daily data | Realistic volatility and drawdowns — not smoothed monthly curves |
Transparent rebalancing | See allocations before and after each rebalance — no black box |
Tax-aware simulations | Model tax drag so comparisons reflect after-tax reality |
How it works — in 60 seconds
A quick overview. The full walkthrough is on the dedicated page.
Build a portfolio
Define assets and target weights.
A portfolio ready for simulation.
Daily data for every asset.
Choose strategy
Select rebalancing frequency and method.
Transparent assumptions, no black box.
Rebalance audit trail included.
Review & export
Analyze results, compare scenarios.
Client-ready reports with tax impact.
Export-ready outputs.
What you'll see inside
Real outputs from the platform — transparent rebalancing logs, tax impact tracking, and performance analysis.
| # | Date | Asset | Before | After | Action |
|---|---|---|---|---|---|
1 | Jan 02, 2024 | SPY | 64.2% | 60.0% | SELL -4.2% |
| AGG | 35.8% | 40.0% | BUY +4.2% | ||
2 | Apr 01, 2024 | SPY | 62.1% | 60.0% | SELL -2.1% |
| AGG | 37.9% | 40.0% | BUY +2.1% |
Events
2
Assets
2
Period
Q1-Q2
Every rebalance shows exact allocations before and after — no black box.
Total Taxes
$6,800
Tax Drag
-1.2%
Avg/Event
$1,133
Tax impact applied during simulation — not estimated after the fact.
Portfolio
+35.0%
Benchmark
+20.0%
Alpha
+15.0%
Daily performance, drawdowns, and volatility as displayed in results.
Principles first — features second
Professional decisions require professional assumptions — presented through a workflow that stays clean and usable.
Daily precision
Daily data for more reliable volatility, drawdowns, and correlations.
Rebalancing transparency
See allocations before and after each rebalance — no hidden logic.
Tax-aware realism
Taxes modeled so comparisons reflect after-tax reality.
Clarity for client work
Outputs structured for explanation — insights, not just numbers.
A different standard for portfolio analysis
Better assumptions, higher transparency, results you can stand behind.
- Low-frequency (monthly) data
- Rebalancing logic not visible
- Taxes ignored in strategy comparison
- Outputs harder to audit and explain
- No allocation log per rebalance
- Methodology undocumented
- Daily data as default foundation
- Full rebalancing transparency (before/after)
- Tax-aware simulations for realistic outcomes
- Clarity-first outputs designed for professional use
- Audit trail: allocation log per rebalance
- Methodology documented (metrics + taxes)
Is Awalyt a fit?
- You need explainable backtests for clients
- You care about tax impact and rebalancing assumptions
- You want transparent logs, not black boxes
- You manage multi-asset portfolios for clients
- You want a free forever tool with unlimited compute
- You need quick charts for casual exploration
- You expect investment advice or recommendations
Private Beta: what to expect
Awalyt is in private beta. The goal is to validate core workflows with a small group of serious users and iterate quickly based on real feedback.
Access
Limited seats for qualified advisors and advanced users.
Feedback loop
Your input directly shapes usability and priorities.
Focus
Precision, transparency, tax-aware realism — delivered simply.
Join the Beta
Test your portfolios with professional assumptions. No hype — just a serious tool for serious users.
No credit card required. We review applications to keep the beta high-signal.