How are returns calculated in the simulator?

Returns are calculated based on historical price data fetched daily for each selected asset, accounting for lump sum or recurring DCA investments.

Where does the data come from?

Data is sourced from trusted financial APIs and services including Google Finance, CoinGecko, and Yahoo Finance.

How accurate are the results?

The simulator provides an educational estimation based on past prices. It doesn't include fees, taxes, or dividend reinvestments.

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Investment Simulator Methodology | Data Sources & ROI Calculation

Our Investment Methodology

Discover how we calculate past performance for your simulations using reliable, real-world market data and simple investment logic.

📊 Data Sources

Our simulator pulls historical price data from:

✔️ Google Sheets as the central data hub
✔️ Yahoo Finance for stock and ETF price history
✔️ CoinGecko for crypto price data

📈 How We Calculate Investment Returns

Our simulator calculates final investment value based on the strategy you choose:

Lump Sum: The full amount is invested on the start date, and value is tracked over time.
DCA (Dollar-Cost Averaging): Investment is spread over time with the selected frequency (daily, weekly, monthly, etc.). Each portion is invested at the corresponding price.

⚠️ Assumptions and Limitations

While our simulator uses real market data, some assumptions are made:

No transaction fees or taxes are considered
Prices are closing prices (daily granularity)
Data accuracy depends on source availability

Still Have Questions?

Visit our FAQ page or contact us directly.

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