Swing Trading Fixed Profit 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 time period selector selects the period 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).

Strategy summary: buy stocks at 52WeekLow 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).

Super Oversold buy signals are triggered if a stock falls a further 20% from the parent buy signal: 52: Super Oversold from a 52 Week Low. 26: Super Oversold from a 26 Week Low. MD: Super Oversold from a Mega Dump. RoC: Super Oversold from a Rate of Change. GD: Super Oversold from a large gap down (4 - 20%).

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.