Prepare a UTF-8 file with date,price as the first row, ISO dates and positive USD prices. Use a daily series where possible. The backtester shows scheduled and executed dates; missing dates use the next available observation. Compare contributions, coins, weighted fill, fees, final value and the equivalent lump sum. Asset-price drawdown is not portfolio drawdown.
Opening saved data…
Privacy mode is on. Financial details are hidden.
USER GUIDE
Backtesting historical DCA with a CSV
HELPFUL ANSWERS
Frequently asked questions
Answers for Backtesting historical DCA with a CSV.
How should I use this guide?
Read the steps alongside the relevant tool. Use Help & guide on that tool for its current workflow, then try labelled sample records before entering your own.
Can I keep this guide open while using a tool?
Yes. Open the tool in another tab if useful. Avoid editing the same saved workspace from multiple tabs at once; stale writes are blocked to protect your records.
Where are my records saved?
Saved financial records stay in this browser on this device. Use Settings to download a full JSON backup. Clearing browser site data can delete local records.
Can I try the website without entering real information?
Use Load sample data to open a fictional sample portfolio. Review / clear samples shows the affected records before clearing them. Real records remain separate; cleared samples are recoverable for 30 days.
What is the difference between a report and a backup?
PDF, Excel and CSV reports contain the selected results or records. A full JSON backup preserves the workspace, settings and supported record types for restoration. Confirm a downloaded file was actually saved.
Will my old website data appear here?
On the same browser profile and exact origin, legacy local-storage data migrates when the new database is first created. If this database already exists, import an old version 13 JSON backup through Settings. Original calculation summaries appear on their calculator pages; missing inputs are not invented.