Dywidenciarz investment strategy comparison
We are building a tool for dividend and long-term investors that combines backtesting, Monte Carlo analysis, risk scoring and personalized recommendations for Polish-market constraints.
- Beta launch
- Q1 2026
- Simulation engine
- 1,000 scenarios
- Data range
- 2010-2024
- Result export
- CSV & PDF
We will open comparisons and PDF reports to a limited pilot group.
Monte Carlo with sector volatility and inflation assumptions for Polish-market planning.
Backtesting for GPW, US and European markets, including dividend payouts.
Implementation-ready reports with recommendations, charts and advisor notes.
Why we are building this comparison tool
Dividend investors need a clear way to test how income, index and blended strategies behave under Polish taxes, currency exposure and inflation assumptions.
The beta flow is designed around four steps: strategy setup, risk analysis, stress scenarios and an implementation report. Each step will get its own view and exportable data.
📈Portfolio backtesting
Compare dividend, index and blended strategies from the perspective of a Polish investor.
🛡️Investor risk profile
Match recommendations to risk tolerance, income needs and expected dividend cash flow.
🧭Implementation report
Turn the comparison into action checklists and priorities you can discuss with an advisor.
How you can help with beta testing
We are looking for dividend investors with portfolios above PLN 50,000 and advisors who want better comparison reports for clients.
- • Share portfolio structure and expected cash-flow goals.
- • Test the risk panel and flag unclear recommendations.
- • Help refine the PDF report format for real advisory conversations.
Historical data integration
We are combining GPW, US and European quotes with PLN/EUR/USD currency data.
Stress-test scenarios
We are adding crisis scenarios such as 2008 and 2020 plus CPI inflation sensitivity.
Advisor beta panel
PDF reports and CSV exports will go first to selected partners and premium subscribers.