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Who it is for

Before you invest with a manager, a signal or a fund, check the history

Upload their account history or return series to separate trading results from deposits, compare the account with its backtest and measure whether the history is evidence or luck.

Start freeSee a sample report

The problem

  • The percentage you are shown may come from deposits and top-ups, not from trading.
  • A short history, or one with a few very good months, can look like a solid track record.
  • What the backtest shows and what the live account does are not always alike.

What you upload

  • Their account history: the MetaTrader report or the CSV exported by Myfxbook, FX Blue or their MQL5 signal. How to export it
  • Or their return series (daily, weekly or monthly) as CSV or Excel, with date and return columns.
  • Or the monthly returns table from their factsheet, as it is: one row per year and one column per month, as CSV or Excel.
  • If they have one, their backtest, to compare with the account. How to export it

What Rigor checks

  • The real money in the account. Deposits and withdrawals kept apart from trading results; a warning when the percentage is inflated by top-ups or losses are still open.
  • Backtest against the live account. The account against thousands of resampled histories of its backtest, and trade by trade on the same dates.
  • Statistical significance. Whether the history stands out from chance given its length.
  • Stress tests. The result without its best months and trades.
  • Does it still work in the recent period? The last third of the history against the rest.
  • What someone investing in a fund would check. With 24 months or more: a year-by-month calendar, compound annual return, volatility, worst month, deepest fall, time to recover and two checks for smoothed returns.
  • Cash, market and what is left. With its index and 36 months in common: how much of its return cash paid, how much comes from following the index and how much is left (the alpha), with its 95 % range and, if it is positive but not yet told apart from zero, how many months that would take.
  • Against its own index. If its factsheet table has a row with its index, the report compares the fund with it over the months they share (24 or more): each one's annual return, the months above it, the beta and how it moves when the index rises or falls. Since the manager chose that index, beating it is never enough on its own for a class A. If you upload another index separately, that one is used.
  • Questions for the manager. What to ask them, based on what their file does not answer: since when their process has not changed, whether any stretch is simulated and whether the figures are net of fees.

What it does not do

  • It never connects to their broker or your money: it audits the file you upload.
  • It does not tell you whether to invest; it gives you the numbers to decide.

Price

Your first full report is free when you create your account. After that the preview is free (3 a month) and needs no card: A to D class, charts, red flags and what each dimension means. The full report is USD 29 (USD 69 for a pack of 3).

Start freeSee a sample report

Questions

What if I only have their monthly returns?

Upload them as a return series in CSV or Excel, or upload their factsheet table as it is (a row per year, months as columns, in English, Spanish or another language, or 1 to 12). If a year's total does not match its months, the report says so. With monthly returns a short history holds few data points, and the report says so instead of hiding it.

How do I ask for the history?

The provider's account guide explains what to ask for in MetaTrader, Myfxbook, FX Blue and MQL5 signals.

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