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Axolotl ETF Calculator

开发者 medienvirus
更新时间 2026年10月7日 17:07
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

investment calculator etf savings plan backtest

下载

1.3.1

详情介绍:

Axolotl ETF Calculator shows your visitors what an ETF investment would have returned in the past. They choose an ETF, a period, a one-time deposit and a monthly savings rate. The plugin then calculates the result from real historical closing prices (a backtest) and shows it as key figures, a chart and a yearly table. The calculator is embedded with a shortcode and works without page reloads. Features You need your own EODHD API key The plugin gets its prices from the data provider EODHD (see "External services" below). You enter your own API key in the settings. According to EODHD's pricing page, the free plan only covers one year of price history, so meaningful long-term calculations need a paid EODHD plan. No investment advice This plugin is a technical tool. Past performance is not a reliable indicator of future results. The calculation ignores costs, taxes and dividends that are paid out. A matching notice is shown below every calculator. Premium (optional add-on) A separate premium add-on adds further features that are not part of this plugin: an animated visual view, a trend view, return figures (yearly returns, best and worst year, two return methods), your own start values and quick-select amounts, CSV export, ETF groups and your own icons and texts. This free plugin is fully functional on its own; nothing in it is locked or limited.

安装:

  1. Upload the plugin to /wp-content/plugins/ or install it from the Plugins screen.
  2. Activate the plugin.
  3. Open "ETF Calculator" in the admin menu and enter your EODHD API key.
  4. Add the ETFs you want to offer on the "ETFs" tab.
  5. Add the shortcode [axolotl_etf_calculator] to a page.

屏幕截图:

  • The yearly table.
  • The settings page.

常见问题:

Where do I get the API key?

Create an account at https://eodhd.com/. After signing in, the key ("API token") is shown in your dashboard.

Do keys from other data providers work?

No. The plugin only works with EODHD.

Which symbols can I use?

Any symbol EODHD offers end-of-day data for, written with the exchange, for example EUNL.XETRA, SPY.US or VWRL.LSE.

How is the result calculated?

The one-time deposit and the first monthly rate are invested on the start date, every further rate one month later, each at the first closing price on or after that day. The value of all purchased shares at the end date is the final value. Costs, taxes and dividends that are paid out are not included.

Is this investment advice?

No. The calculator only shows what happened in the past.

Can I preselect an ETF?

Yes: [axolotl_etf_calculator symbol="SPY.US"]. The symbol must be on your ETF list.

更新日志:

1.3.1