Professional-Grade
Portfolio Backtesting
Made Simple
Awalyt combines daily-data simulations, tax-aware results, and transparent rebalancing in a single, intuitive platform — so you can make decisions and present results with institutional-level accuracy.
No credit card required · Free during beta · Built for real-world portfolios
Every rebalance shows exact allocations before and after — no black-box assumptions.
Most portfolio tools oversimplify reality.
Backtests based on monthly data, opaque rebalancing rules, and zero tax modeling can make portfolios look smoother and safer than they really are. Awalyt is built to fix these blind spots.
Hidden volatility and drawdowns
End-of-month prices ignore intra-month moves. Risk appears lower and smoother than what your clients actually experience.
| Asset | Before | After |
|---|---|---|
| Equity | ? | ? |
| Bonds | ? | ? |
You can't see what changed
Most tools rebalance in the background. You don't see which trades were executed, how weights evolved, or why results look the way they do.
Overstated performance
Ignoring realized gains and tax drag can turn high-turnover strategies into illusions. Clients care about after-tax results, not gross charts.
What Awalyt does in your workflow
Awalyt replaces fragile spreadsheets and superficial online tools with a single, reliable environment for building, testing, and presenting strategies.
Daily-data simulations · Tax-aware engine · Transparent methodology
Daily-data backtesting
Run simulations using daily price data to get realistic volatility, drawdowns, and correlations – not just smoothed monthly curves.
Transparent rebalancing
| Asset | Before | After |
|---|---|---|
| Equity | 58% | 60% |
| Bonds | 42% | 40% |
See allocations before and after each rebalance, with clear strategy logic. You always know how the portfolio evolved over time.
Tax-aware simulations
Model realized gains and losses at each rebalance and track cumulative tax drag. Compare strategies on a net-of-tax basis.
Flexible rebalancing rules
Test monthly, quarterly, yearly, or manual, event-driven rebalances. See how timing affects performance and risk.
Asset & ETF analyzer
Study each instrument's history, risk, and correlations before you add it to a portfolio. Build strategies on evidence, not intuition.
Client-ready reporting
Export clean, structured PDF or Excel reports with performance, allocation, risk and tax insights that clients actually understand.
A methodology you can explain to clients – and audit yourself.
Awalyt is designed around clarity, not mystique. Under the hood, every figure is traceable: from daily price series to rebalancing events and tax assumptions.
Daily price data
More than 250 observations per year for each asset, providing statistically robust volatility, correlation, and drawdown metrics.
| Asset | Before | After |
|---|---|---|
| Equity | 58% | 60% |
| Bonds | 42% | 40% |
Transparent rebalancing
For each rebalance, Awalyt records dates, weights, and strategy rules, so you can review exactly what changed in the portfolio.
Integrated tax engine
Realized gains and losses are computed at each rebalance and tax is applied immediately, making results comparable and realistic.
Awalyt's methodology is fully documented in plain language, so you can understand, verify, and communicate how results are produced. No hidden formulas, no black boxes.
View technical documentationHow advisors and investors use Awalyt in practice
Awalyt fits into your existing tools and custodian platforms. It gives you a sharper analytical layer on top of your day-to-day operations.
Portfolio & strategy design
Compare multiple strategies – equal weight, constant mix, momentum – on the same portfolio, with daily-level accuracy and tax effects included.
Client reporting & review meetings
Generate clear reports that show performance, drawdowns, diversification and tax drag, so clients understand both return and risk.
Tax-efficient rebalancing decisions
Evaluate different rebalancing frequencies and rules before you execute trades, to find a balance between risk control and tax efficiency.
Awalyt Beta – Free access for early users
During the Beta phase, Awalyt is available at no cost for a limited number of advisors and serious investors. In exchange, we ask for honest feedback on what helps you make better investment decisions.
- Full access to core backtesting, portfolio, and tax features
- Daily-data simulations and transparent rebalancing logs
- Exports for internal use and client presentations
- Priority channel for feedback and feature suggestions
- Preferential conditions once paid plans launch
- No credit card required · Cancel any time
Who we're inviting first
To keep feedback focused and the Beta stable, we currently prioritise:
- Independent advisors and small RIA teams
- Advisors actively managing multi-asset portfolios
- Experienced DIY investors managing their own portfolios
- Professionals who want more realism and transparency in backtests
If that sounds like you, we'd be glad to review your application and see whether Awalyt can fit your current workflow.
Frequently asked questions
A few practical details about how Awalyt works today, and what to expect during the Beta phase.
Awalyt is built for independent financial advisors and experienced investors who need realistic, tax-aware portfolio analysis — without spreadsheets, guesswork, or enterprise complexity.
Awalyt uses daily price data for all simulations, providing a far more realistic view of volatility, drawdowns, and correlations compared to tools that rely on monthly returns only.
Yes. Awalyt calculates realized gains and losses at each rebalance, applies your tax settings, and tracks cumulative tax drag over time so you can compare strategies on an after-tax basis.
During the Beta, Awalyt is free for approved users. After the Beta, Awalyt will introduce professional plans with fair pricing, and early users will receive preferential conditions.