MarketHeist Backtest
io.marketheist/backtestBacktest strategies and analyze portfolios on any ticker: CAGR, drawdown, Sharpe, from real data.
Score: 100/100
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Tools · 10
Look up how a portfolio, strategy or fund actually returned: seasonality by calendar month (average return, share of positive months, number of years and a t-statistic so a thin 'September effect' is …
Answer both 'how bad did it get' and 'is it really diversified' for a built-in model portfolio, a canonical strategy or your own portfolio. Drawdowns: the deepest peak-to-trough episodes with months t…
Compare 2 to 4 portfolios (built-in model portfolios, canonical strategies or your own allocations) side by side over their COMMON window, which is the only fair comparison: two pages' headline number…
Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for decades of data), not estimated: CAGR, max drawdown, volatility…
Search MarketHeist's 90 published research pages and get the page's own verdict and numbers, with its URL to cite: 18 strategy guides (60/40, All Weather, Golden Butterfly, DCA vs lump sum, ...), 26 f…
List every portfolio and strategy the other tools accept by id, with a one-line description, holdings, headline CAGR / max drawdown / Sharpe with the start month and the data month, and the marketheis…
Tell how far back a fund can be tested on MarketHeist once its history is extended with older substitute funds: the proxy chain (e.g. VXUS <- VGTSX), the extended start month, the ETF's own first mont…
Explain WHAT DRIVES the returns of a ticker, ETF or built-in portfolio by decomposing them into common factor exposures (market, size, value, momentum, quality, low-volatility, duration, credit) plus …
Backtest a trading strategy on any Yahoo Finance ticker and get authoritative performance metrics computed from real historical price data — not estimated. Use this whenever the user asks how a strate…
List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more) with their IDs, parameters with defaults, and each indicato…
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://api.marketheist.io/api/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"marketheist_backtest": {
"url": "https://api.marketheist.io/api/mcp",
"transport": "streamable-http"
}
}
}