How to Use the Platform
Complete 5-step guide to mastering the platform
This tutorial will guide you from creating your account to using the platform's most advanced features. By the end, you'll be able to run simulations, interpret results, and optimize your investment strategies.
Upon signing up, you'll receive immediate access to:
- Free simulator with basic filters
- Educational content about the Magic Formula
- Periodically updated stock ranking
- Results with key indicators
Sign-up screen and initial dashboard
Available filters:
Set the start and end date for the simulation. Longer periods show more reliable results.
The amount you would invest at the start of the simulation. Can be any amount starting from $1,000.
Amount you would add monthly to the portfolio. Simulates the effect of regular contributions.
Choose between Brazilian stocks (B3) or American stocks (NYSE/NASDAQ) for the simulation.
Simulator filter panel
What each metric means:
The total percentage gain of the portfolio in the simulated period. Includes stock appreciation and monthly contributions.
The compound annual growth rate. Allows fair comparison with benchmarks like the S&P 500 or Ibovespa.
The year with the highest positive return in the simulation. Shows the strategy's upside potential.
The year with the largest loss (or smallest gain). Essential for understanding risk and volatility.
The average Earnings Yield of selected stocks. Indicates how "cheap" the picks were.
The average Return on Capital of the stocks. Indicates the average quality of companies in the portfolio.
Visualization of portfolio growth over time, compared against the market benchmark.
Example results and growth chart
Exclude specific sectors from the simulation (e.g., remove mining or retail) to customize your strategy.
Create and save personalized combinations of filters and parameters to compare different approaches.
Save your favorite simulations to revisit and compare results over time.
Export results in CSV or PDF for deeper analysis in spreadsheets or reports.
Access the complete ranking of all analyzed stocks, not just the top 30.
Access to e-books and in-depth educational content about value investing and the Magic Formula.
Interface with advanced filters
The platform isn't just a simulator — it's a complete educational tool. Beyond free articles, we offer:
- E-books on value investing, fundamental analysis, and portfolio management
- In-depth articles on financial metrics and how to interpret them
- Real case studies applying the Magic Formula to different markets
- Periodic updates on strategy performance
- Reading tips and book recommendations on investing
E-book library and educational content
Ready to try it out?
Start your first simulation right now. It's free and no credit card required.
Open Simulator