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by gtani 1071 days ago
There's paywalled sites and then there's the tools you get at Schwab, e-trade, Fidelity, TDA, (maybe Vanguard, their apps investment is lagging), which have detailed info about std dev total returns, Sharpe/sortino ratios, correlations, tax consequnces on a large universe of assets

- quarterly pays,

- preferreds

- laddered investment grade bond portfolios,

- asset and mortgaged-backed

- high yield bonds,

- REITs, hot sectors are cell towers, datacenters, p ersonal storage units

- LP, MLP (especially energy pipelines) royalty trusts

(and that's just US domestic... )

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this vid (Ben Felix) about JEPI/XYLD type "covered call" etfs is instructive https://www.youtube.com/watch?v=YMLVdY8y8vM&t=312s

1 comments

True, the trading sites are more comprehensive, but I found them difficult to use, at least eTrade, with clunky and confusing interfaces that require a lot of knowledge to use effectively. Though, Maybe that last bit is a necessary component, and my site won't be useful for the experienced investor.
I disagree with this assessment. TdAmeritrade is very straight forward in the client and even easier on the website
I don't want to discourage you but fair to assume that your users will have access to tools at brokers (or reasonably priced 3rd party like tradingview) that can do dividend portfolio backtesting/construction, I would need to see total returns/sigma of same.