How does BacktestIndia's AI strategy builder work?

Our AI chatbot walks you through selecting factor investing parameters — market cap range, momentum period, volatility filters, rebalancing frequency and more. It then runs your strategy against 19 years of real NSE stock data (December 2006 to December 2025) covering 500+ stocks including delisted companies to minimise survivorship bias. You get gross CAGR, net-of-tax CAGR, Sharpe ratio, max drawdown, and year-by-year returns compared to the Nifty 50 benchmark.

Is BacktestIndia free to use?

Your first backtest is completely free with no signup required. The AI chat guide is always free to use — you only pay when you run a backtest. After your free backtest, you can purchase individual backtests starting at ₹29, a starter pack of 5 for ₹99, or a premium plan at ₹399/month for unlimited access.

What factor strategies can I backtest on Indian stocks?

You can test momentum (3-month, 6-month, 12-month lookback), low volatility, quality (ROE, ROCE), value (PE, PB ratios), scaled turnover (liquidity premium), and multi-factor combinations. The engine supports 14+ parameters including market cap filters, sector exclusions, custom weighting schemes, and Z-score composite scoring. Sequential filtering lets you chain factors — e.g. Top 200 by market cap, then Top 60 by low volatility, then Top 30 by momentum.

Does BacktestIndia calculate Indian taxes on backtests?

Yes. BacktestIndia is India's only backtesting platform with automatic LTCG and STCG tax calculations based on the 2024 Finance Act — 12.5% LTCG for holdings over 1 year (with ₹1.25 lakh annual exemption) and 20% STCG for shorter holdings. Transaction costs (0.11% per trade) and slippage (0.05%) are also included in every backtest result.

What historical data does BacktestIndia use?

BacktestIndia uses 19 years of NSE historical price data (December 2006 to December 2025) sourced from EODHD Financial APIs. The dataset covers 500+ NSE-listed companies and includes delisted stocks to reduce survivorship bias. The Nifty 50 Total Returns Index is used as the benchmark for all strategy comparisons.

AI Backtesting Chatbot for Indian Stocks — Factor Investing Guide

Name: BacktestIndia - Factor Investing Backtesting Platform
Author: BacktestIndia

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Strategy Builder

Educational Tool — Read Before Starting

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This chatbot is an assistant — it helps you understand our tool and collects your strategy parameters.

✓This chatbot DOES

Help you understand the tool

Collect YOUR strategy parameters

Explain backtesting concepts

Navigate available options

✗This chatbot does NOT

Analyze data — backend engine does that

Give investment advice — not SEBI-registered

Recommend strategies — you define everything

Predict performance — historical simulations only

💡 Key point: The chatbot is a friendly interface. Real analysis happens in our backend engine using actual market data.

I understand: This is educational only and neither constitutes research nor investment advice. The chatbot guides me but doesn't analyze data or give recommendations. T. Desai and BacktestIndia are not responsible for my investment choices, capital gains or losses.Past performance ≠ future results. I'll consult a SEBI-registered adviser before investing.

Educational Tool — Not SEBI-Registered Investment Adviser