Investment History Checker FAQ

It lets you pick a ticker and date range to see how that history moved. You can review total return, CAGR, drawdown, and yearly snapshots to understand the path. Start with the guide if you are new.

A ticker symbol plus start and end dates. Optional principal or scenario labels may be available for illustrations. No broker logins or account numbers are required. See how to use.

Use the date picker or YYYY-MM-DD format if entering text. Make sure start and end dates are within the ticker’s history. If the tool shows a partial first or last year, that is expected for mid-year start or end dates.

If your start date is mid-year or your end date is before year end, the yearly breakdown will show partial rows. This is normal. See the yearly breakdown guide.

Total return is the percent change from start to end. CAGR smooths that change into an annualized rate. Learn more in price vs total return.

Max drawdown is the largest peak to trough fall inside your window, even if the ending value is higher. It shows stress that CAGR can hide. See max drawdown explained.

Yes. If the end value is below the start, total return and yearly rows can be negative. Drawdown will show the worst drop inside the window.

Differences can come from dividends, currency, corporate action adjustments, or start and end dates. Check whether the other source reports price or total return and whether splits are adjusted. See split adjusted prices.

Dividends may be excluded unless the tool states otherwise. If excluded, total return can look lower than a source that reinvests dividends. See dividends not included.

Account fees, commissions, and taxes are usually not included in public backtests. Broker statements include them, so expect differences. See the common mistakes page for checks.

Historical prices are typically adjusted for splits and may reflect symbol changes. Mergers or spin offs can change history. See split adjusted prices explained.

Gaps can come from holidays, halted trading, delistings, or vendor gaps. Try a shorter window around the gap and check another public source. See common mistakes.

Each listing uses its market currency. Percent returns may align, but profit amounts differ without FX conversion. Label currencies when comparing.

Results are usually nominal unless stated. If you compare long windows, consider how inflation could change purchasing power. No forecast is implied.

Use the same dates, note currencies, and compare return and drawdown together. Keep assumptions aligned. See the common mistakes checklist.

After running, click the daily export to download a CSV of dated rows. See the daily export guide for tips.

Use the yearly export to download calendar-year rows. Read them with the yearly breakdown guide before sharing.

Yes. Export a PDF snapshot after your run. Review and remove personal annotations before sharing. See the PDF export help.

Share ticker and date window, not account details. Avoid broker screenshots. Redact names in PDFs. See privacy and security.

Broker reports include your execution price, fees, taxes, FX, and dividends. The checker uses historical prices and stated assumptions, so differences are normal. Check the common mistakes list.

Try a shorter window, confirm the ticker and listing, and look for splits or symbol changes. If needed, compare against another public quote source.

No. Results are educational illustrations to help you understand historical moves. They are not recommendations or forecasts.

Do not enter broker credentials, account numbers, personal IDs, or full holdings. A ticker and dates are enough. See privacy and security.

Read the guide, how to use, and common mistakes pages for deeper context.