⚠️ NOT FINANCIAL ADVICE · PLEASE DO YOUR OWN RESEARCH

Democratizing Intelligent Investing

Harnessing data-driven insights to empower your financial decisions

Our Story Our Technology
Investment Analytics
Market Analysis

Precision Tools for Discerning Investors

At InvestingWisdoms, we bridge the gap between comprehensive analytics and traders. Founded by a team of quantitative analysts and fintech veterans, we've built a platform that transforms complex market data into actionable intelligence.

Our proprietary backtesting engine allows you to simulate "what-if" scenarios with historical data, comparing potential stock investments against benchmark ETFs with surgical precision. Whether you're evaluating portfolio allocations or testing trading strategies, our tools provide the clarity you need.

Quantitative Edge

Algorithmic analysis derived from well-known and unique methodologies

Our Core Capabilities

Pre-built or Custom Strategies

For any selected ticker, see which strategies would have generated most Profit Or Loss. See related statistics

Portfolio Simulation

Test historical performance of custom stock baskets against ETFs with our backtesting engine - create portfolios and monitor

Risk Analytics

Advanced metrics including Sharpe ratio, maximum drawdown, and volatility analysis for informed decision-making.

The Minds Behind the Models

Our interdisciplinary team combines decades of Financial experience with Technology innovation

Chief Quantitative Officer
Dr. Elena FF. Rodriguez

Chief Quantitative Officer

Former head of quantitative research at UMB Securities, PhD in Financial Mathematics

CTO
Mark A. Gutenberg

Chief Technology Officer

AI lead, built trading systems for UMB Securities

Head of Research
Tony X. Goldberg

Head of Research

CFA, former equity analyst at Top 10 Security Firms

Product Lead
James Wilson

Product Lead

Designed trading platforms used by 3 major brokerages

Our Methodology

We combine academic rigor with practical market experience

  • All models peer-reviewed by CFA and PhD analysts
  • Data sourced from multiple providers for redundancy
  • Regular backtesting against live market conditions
Transparency Promise

We disclose all assumptions behind our simulations:

Transaction Costs Ignored during modeling in all scenarios, as it is not material
Dividend Treatment Ignored for now. Configurable reinvestment options
Survivorship Bias Accounted for in historical data

Our Investment Philosophy

Evidence-Based

We favor strategies with empirical support over market folklore

Risk-Aware

Understanding drawdowns is as important as chasing returns

Investor-Centric

Tools should adapt to your strategy, not vice versa

Long-Term Focus

We optimize for sustainable wealth building