Portfolio Visualizer
Closest replacementBest for: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.
- Portfolio Visualizer best matches the base workflow on strategy backtesting, portfolio analytics, and fund research.
- Portfolio Visualizer also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free tier supports portfolios with up to 15 assets and limited history.
Watch for: Free tier is constrained: The free tier limits portfolio size/history and excludes current month-to-date results, so serious workflows usually need Basic or Pro.