Test your own investment rules
Explore transparent, rules-based ways to select individual stocks for long-term portfolios.
QUANTITATIVE INVESTMENT RESEARCH / COMING SOON
Persistfolio Strategy Lab
Turn a long-term investing idea into a set of rules you can inspect, test, and compare against historical market results.
Strategy Lab is in development. We are building it for investors who want to research durable stock-selection strategies, not short-term trading signals.
What you will be able to explore
Rebalance quarterly
Start with quarterly portfolio reviews and rebalancing, with more frequent options considered as the historical data develops.
Compare with a benchmark
Examine historical returns, portfolio changes and risk in context, with clearly stated assumptions and limitations.
Historical research built from documented data
Our work combines historical S&P 500 membership, security identity research, and public-source price evidence. The aim is to include companies that were acquired, delisted or otherwise left the index—not just those still trading today.
Research will distinguish stronger documented evidence from estimated or unresolved historical mappings. Point-in-time data, corporate actions and transaction assumptions are essential parts of the validation process.
IN DEVELOPMENT
Coming soon
Strategy Lab is not yet available for public backtests. We are completing and testing the historical data before launching. No release date or subscription is being announced.
In the meantime, explore our existing model portfolios, free research tools, and research datasets.
Intended for educational and research purposes. Historical simulations are hypothetical, not forecasts or personalized investment advice. Features and availability may change during development.