backtest_plan
Replay your investment plan against past monthly prices to estimate fees, drift, drawdown, and final weights. Uses free price data, flags missing buckets, and clarifies it's a historical replay, not a forecast.
Instructions
Replay the plan rules on past monthly prices (free provider): fees paid, drift, drawdown, final weights. Buckets without price data are reported, never invented. This is a replay of the past, not a forecast.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | 5y | |
| targets | Yes | bucket/symbol -> target weight as a fraction of 1.0; values must sum to 1.0 | |
| initial_cash | Yes | ||
| price_source | No | yfinance (default) or stooq | yfinance |
| fixed_fee_eur | No | ||
| max_fee_ratio | No | ||
| variable_fee_pct | No | ||
| tickers_by_bucket | Yes | bucket -> yfinance ticker | |
| rebalance_band_abs | No | ||
| monthly_contribution | Yes | ||
| contribution_every_months | No |