Backtest, research, monitor, and analyze — one platform for the full picture.
Daily-precision backtesting, company fundamentals, portfolio monitoring, and asset analysis — designed for advisors and serious investors who need data they can trust.
Leave your email. Get lifetime pricing at $79/year when we launch.
| Capability | What it means |
|---|---|
Daily-precision backtesting | 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 |
Company fundamentals | Financial statements, valuations, and AI summaries for any stock |
Portfolio monitoring | Track allocations, drift, and diversification in real time |
Asset analysis | Compare ETFs and assets across performance, risk, and composition |
Four modules. One platform.
Each module works independently and together — giving you a complete view of your investments.
Awalyt Backtesting
Simulate any portfolio across years of daily market data. See real performance, true risk, transparent rebalancing, and after-tax returns — not smoothed-out approximations.
- Daily-precision data — 252 observations per year per asset
- Transparent rebalancing with full before/after allocation logs
- Tax-aware simulations that model real after-tax outcomes
- AI-powered insights grounded in your actual backtest data
| # | 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.
Awalyt Fundamentals
Research any company with verified financial data. Access income statements, balance sheets, cash flow, valuation metrics, and growth analysis — with AI-powered summaries.
- Full financial statements — income, balance sheet, and cash flow
- Valuation metrics and growth analysis at a glance
- Insider activity, institutional holdings, and company news
- AI summaries that explain the numbers in plain language
Revenue
$394.3B
+8.1% YoY
Net Income
$97.0B
+10.2% YoY
P/E Ratio
32.4
vs. sector 28.1
AI Summary
Strong revenue growth driven by Services segment expansion. Margins improving with higher-margin revenue mix. Valuation premium justified by consistent cash flow generation and capital returns.
Awalyt Portfolio
Monitor your real portfolio in one place. Track allocations, identify drift from target weights, and understand your true diversification across sectors, geographies, and asset classes.
- Allocation tracking with target vs. actual weight comparison
- Drift analysis to identify when rebalancing is needed
- Diversification views across sectors, regions, and asset types
- Correlation monitoring to verify your diversification is real
| Asset Class | Target | Actual | Drift |
|---|---|---|---|
| US Equity | 60.0% | 63.2% | +3.2% |
| Bonds | 30.0% | 27.1% | -2.9% |
| International | 10.0% | 9.7% | -0.3% |
Rebalance recommended when drift exceeds ±3%.
Awalyt Analysis
Analyze individual ETFs and assets before adding them to your portfolio. Compare performance, risk metrics, and composition across multiple assets side by side.
- ETF and asset deep dives with full performance history
- Side-by-side comparison across risk, return, and composition
- Expense ratio analysis and cost impact modeling
- Sector and geographic exposure breakdowns
| Metric | VTI | QQQ |
|---|---|---|
| Expense Ratio | 0.03% | 0.20% |
| 5Y Return | +82.4% | +142.7% |
| Max Drawdown | -33.8% | -35.1% |
| Sharpe Ratio | 0.71 | 0.89 |
How it works
Four steps from question to answer. The full platform works together.
Build or import
Define your portfolio with assets and target weights, or import existing holdings.
A portfolio ready for simulation, monitoring, or analysis.
Any combination of ETFs, stocks, and funds.
Configure strategy
Set rebalancing rules, tax assumptions, date ranges, and benchmarks.
Transparent assumptions you can audit and explain.
Every parameter documented.
Analyze everything
Run backtests, research companies, compare assets, and monitor portfolio health.
Daily-precision results across all four modules.
All modules share the same data.
Get AI insights
Review AI-generated summaries grounded in your actual data.
Actionable insights, not generic advice.
AI reads calculated data, never invents.
A different standard for portfolio analysis
Most tools give you one piece of the puzzle. Awalyt gives you all four.
| What Matters | Spreadsheets | Single-purpose tools | Awalyt |
|---|---|---|---|
| Data granularity | Manual, error-prone | Monthly (12 pts/year) | Daily (252 pts/year) |
| Rebalancing analysis | No rebalancing logic | Final allocation only | Full buy/sell log at every rebalance |
| Tax modeling | Manual formulas | Usually ignored | Built-in tax-aware simulations |
| Company research | Scattered across websites | Separate subscriptions | Fundamentals module included |
| Portfolio monitoring | Manual spreadsheet | Different app required | Integrated with drift analysis |
| Asset comparison | Side-by-side tabs | Basic charting | Full comparison with risk & cost |
| AI insights | None | Generic or none | Grounded in your actual data |
| Single platform | No | 3–4 tools required | One login, one workflow |
Ready to invest with data?
Four modules. Daily precision. One platform. Lock in $79/year — forever.
Leave your email. Get lifetime pricing when we launch.