What You Can Test
These docs walk you through everything Vertex Street can test.
Market Data
Price history, economic indicators, treasury rates, sector performance, and more. Explore the historical data sources Vertex Street pulls from.
Show me the federal funds rate vs CPI over the last 20 yearsPortfolio Strategies
Buy, sell, double down, scale in, partial exits, and position sizing. Define entry and exit rules in plain English and simulate your portfolio over any time period.
Buy SPY when RSI drops below 30, sell when it crosses above 70. Start with $10,000 over the last 5 years.Technical Indicators
RSI, MACD, Bollinger Bands, SMA/EMA crossovers, ATR, Stochastic, and more. Combine indicators with price action and volume conditions.
Test a MACD crossover strategy on QQQ — buy on bullish cross, sell on bearish crossCandlestick Patterns
Detect and trade on candlestick formations — hammers, engulfing patterns, dojis, consecutive candles, inside bars, and more.
Buy AAPL when a bullish engulfing pattern forms after 3 red candles and RSI is below 35Financial Data & Derived Metrics
Income statements, balance sheets, cash flow, key metrics, and computed ratios — gross margin, ROE, P/E, debt-to-equity, and 40+ derived metrics across profitability, valuation, leverage, and growth.
Buy AAPL when gross margin is above 40% and P/E is below 25, sell when P/E exceeds 35Visualizations
Candlestick charts with indicator overlays, portfolio equity curves and allocation bands, monthly-return heatmaps, correlation matrices, yield curves, bar charts, scatter plots, summary cards with computed insights, and trade-by-trade tables. The examples below are the same interactive charts the chat renders.
Plot the 2-year and 10-year treasury yields over the last 3 years. Is the curve inverted today?Famous Investor Strategies
Quantitative strategies from Buffett, Graham, Greenblatt, Piotroski, Lynch, Dalio, and more — with specific thresholds and the metrics required to implement them.
Buy NVDA when EPS growth > 25% and price is within 5% of 52-week high and volume is 1.5x above averageInvestment Book Strategies
Strategies from influential books — The Four Pillars of Investing, The Little Book That Beats the Market, and others — translated into backtestable rules.
Test Mark Minervini's trend template on NVDA — buy when price is above the 50, 150, and 200-day SMA and within 25% of its 52-week high