Plain-English guides to writing your own investing rules, testing them on historical data, and following them forward with virtual money — so every decision rests on a process you understand.
Hypothetical results on historical data. Past performance does not guarantee future results.
Build. Test.
Simulate. Decide.
Your rules, tested on historical data. The decisions stay yours.
Write down the rules behind each decision, so you always know why a stock is there.
Run your rules on historical data to see how they would have behaved, in good years and bad.
Look at how far a strategy fell in the past, and for how long, before you decide anything.
Past falls and slow stretches help set expectations. They don't predict the next ones.
See how a change to the rules would have changed past results, and check it on another period.
Follow rules you wrote down, not the mood of the day.
New to NiveshBuddy? Read these in order.
Don't just pick stocks — build a process. What NiveshBuddy is, who it's for, and how an idea becomes rules you test on historical data and follow in a simulation, with every decision staying yours.
Predefined rules can reduce FOMO, panic selling, overconfidence and inconsistency — not by promising better returns, but by making your decisions repeatable, reviewable, and settled before the pressure arrives.
Seven decisions to make on paper before you open any builder — what the money is for, how wide a pool, how many holdings, how long, how much fall you can sit through, how reactive, and how often you review.
The Quick Strategy asks three questions and sets about a dozen things from your answers. This is what each of the three dials actually moves underneath — and why Strategy Speed is not a second risk setting.
A backtest replays your rules against history, one rebalance at a time. This is how it decides when to trade, how the results page is laid out, and why a single CAGR can describe two years that felt nothing alike.
A simulation runs your strategy forward one trading day at a time, on each day's closing prices, with virtual money, so you can watch it work before you decide anything with real money. What it is, how to start one, what happens in its first days, and how credits, pausing and stopping work.
Four curated tracks. Start anywhere.
Investing foundations and your first steps with NiveshBuddy.
6 articles
The principles behind successful rule-based investing.
7 articles
Practical, step-by-step guides to every major feature.
18 articles
Complete strategy-building journeys, end to end.
4 articles