Our Free Tools Are Updated: Do-It-Yourself Investors Unite

/Our Free Tools Are Updated: Do-It-Yourself Investors Unite

Our Free Tools Are Updated: Do-It-Yourself Investors Unite

By | 2017-08-18T16:59:38+00:00 July 13th, 2015|Tool How-To-Guides|2 Comments

Readers:

We’ve updated the technology behind our free tools for financial professionals. Unfortunately, this took a long time, but now that we’ve developed the framework, we’ll be able to launch new and better tools in the future.

tools alpha

 

The current core modules are the following:

Allocation Architect: This module allows DIY investors to backtest various asset allocation models and receive advanced portfolio analytics.

  • Trend-following focus across big-picture asset classes and categories
  • How-To-Guide

allocation architect

 

DIY Investing: Interesting in running your own active value and momentum strategy? Now you can!

  • Monthly updated lists of top EBIT/TEV, or “value” firms
  • Monthly updated lists of top 2-12 cumulative return, or “momentum” firms
  • Monthly updated lists for a variety of common tactical asset allocation techniques
  • How-To-Guide

 

diy output

Analysis Toolit (Beta): Leverage top-flight performance analytics and assess the performance of common benchmarks.

output analytics

As always, the tools are for entertainment purposes only and the projections or other information generated by the tools on the site regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.


  • The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).
  • Join thousands of other readers and subscribe to our blog.
  • This site provides NO information on our value ETFs or our momentum ETFs. Please refer to this site.

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About the Author:

Wes Gray
After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.
  • BG

    What do you think about a monthly email feature to alert DIYers about changes in allocation weights?

  • Good idea.