Swing Trading Backtester Tool

Use this interactive tool to backtest BTFDBot's oversold strategies for different years and stock types. There is also a monthly backtester for longer term trend following strategies.

The year selector selects the year the trades were entered. Losses will not be realised until two calendar years after the buy date. This normally results in most of the significant losses being booked in years where the market boomed (e.g. 2021) rather than major bear market years (e.g. 2022).

Profit target: 6%. Average profit per trade (expectancy): 4.17% from 75 trade(s).

Expectancy calculations: (Win% x Avg Win) + (Breakeven% x Avg Breakeven) – (Loss% x Avg Loss): (92.00% x 7.21%) + (8.00% x 0.63%) – (0% x 0%) = 6.68%.
Be aware there are 6 trade(s) in progress. These have been excluded from the calculations.

Key: select_check_box: profitable with CAGR above 15% select_check_box : profitable with CAGR between 5 and 15%
select_check_box : profitable but CAGR was below 5% disabled_by_default : losing trade (not profitable in a 2 year timeframe) electric_bolt : high CAGR trade schedule : open trade

Strategy summary: buy stocks at Rate of Change buy signal and sell if it reaches the specified percentage profit target. If it doesn't reach the profit target after 365 days then adjust the profit target to the buy price. Wait for another 365 days for the stock to reach this new breakeven target. If it doesn't reach the breakeven target then sell at whatever price the stock is at. This strategy does not use stop losses. Full details of the trading strategy are here.

Some trades will have significantly exceeded their designated profit target due to gaps up at the market open. This can be a significantly higher price due to takeover bids or periods of extreme market volatility (e.g. during March 2020 or April 2025).

The current and previous year(s) may have trades in progress. These are excluded from expectancy calculations.

CAGR (Compound Annual Growth Rate) is the percentage return a trade makes on an annualised basis.