Investment History Checker
See your investment’s journey over time
Enter a ticker, date range, and contribution plan to see how a position would have grown over time. Download the results or export a PDF.
Investment Insight
Enter a ticker and dates to see performance, CAGR, and return vs contributions.
Total return
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Max drawdown
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Scenarios
Add multiple runs and compare key metrics side by side.
Add a scenario to start comparing.
Add at least two scenarios to compare.
Comparison
| Scenario | Ticker | Period | Final | Return % | CAGR % | Max DD % |
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AI Comparison Insight
Yearly Breakdown
| Year | Start Date | Start Price | End Date | End Price | Profit | Return % |
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Run a history check to populate the table before exporting.
Why this tool
See the full story behind a ticker
The Investment History Checker pulls decades of price data so you can see how a stock behaved through booms and busts. Every run shows total return, CAGR, drawdowns, best years, and a line-by-line yearly breakdown. It’s built for long‑term thinkers who want evidence, not hunches.
Human-friendly insights
Clear phrasing explains returns, drawdowns, and what those numbers mean for real investors.
Exportable evidence
Download daily data, yearly tables, charts, and PDFs so you can document your research or share it with clients.
Realistic ranges
Filter by dates, compare scenarios side by side, and keep context with max drawdown and best-year stats.
How to use it well
- Pick a ticker and date range that matches your thesis—long spans reveal how a business survives cycles.
- Check max drawdown to understand pain, not just the headline CAGR.
- Export daily data for your own backtests or spreadsheets; keep the yearly CSV for quick comparisons.
- Save scenarios to compare symbols side by side and let the AI summary surface the key differences.
Who this helps
Long-term investors, advisors, and researchers who need transparent, exportable history—without hunting through multiple data sources. Use it to prep client reports, validate an investment idea, or sanity-check a favorite ticker against a tough decade.
Key things to watch
- How the stock handled stress: compare drawdowns in 2000–2003, 2008–2009, and 2022.
- Best and worst years: see if a few outlier years drive most of the return.
- Consistency: steady CAGR with moderate drawdowns usually beats boom/bust profiles.
- Currency context: export in your preferred currency to keep numbers aligned with your portfolio.
FAQ highlights
Data is split-adjusted. You can export daily data and yearly breakdowns. AI insights summarize the run in plain language, but always double-check before making decisions.
Disclaimer: This calculator is for educational purposes only and does not provide financial advice.