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Portfolio analytics replacement guide

Portfolio Visualizer logo

Best Portfolio Visualizer Alternatives

Find Portfolio Visualizer alternatives that fit better when you need different backtesting, simulations, allocation research, reporting, or free-plan limits.

Portfolio Visualizer helps investors test allocations before changing a real portfolio. Its web workflow covers backtests, Monte Carlo simulations, optimization, factor analysis, correlations, and fund research. Compare alternatives by the analysis you trust most and the friction you want to remove, such as free-plan limits, imports, exports, report quality, model flexibility, or ease of use. Also decide whether you need a backtester, a full portfolio tracker, or an open-source analysis workspace.

Visit Portfolio VisualizerFree alternativesTool details

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Which Alternative Should You Use?

PortfoliosLab logo

PortfoliosLab

Closest replacement

Best for: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

  • PortfoliosLab best matches the base workflow on strategy backtesting, portfolio analytics, and portfolio tracking.
  • PortfoliosLab also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history.

Watch for: Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Analyze portfolios on PortfoliosLab
DetailsCompare
Portfolio123 logo

Portfolio123

Best workflow fit

Best for: Rules-based investors looking for point-in-time stock and ETF simulations.

  • Portfolio123 best matches the base workflow on strategy backtesting, quant research, and factor screening.
  • Portfolio123 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free Manage module is separate from paid Research, API, and DataMiner access.

Watch for: Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Try Portfolio123
DetailsCompare
Stock Rover logo

Stock Rover

Quality-checked pick

Best for: Individual investors looking for North American stock, ETF, and fund screening.

  • Stock Rover best matches the base workflow on portfolio analytics, portfolio tracking, and charting and technical analysis.
  • Stock Rover also has a free plan, so you can try it without paying. Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required.

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

View Stock Rover plans
DetailsCompare
FactorsToday logo

FactorsToday

Strong runner-up

Best for: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

  • FactorsToday best matches the base workflow on strategy backtesting, portfolio analytics, and quant research.
  • FactorsToday also has a free plan, so you can try it without paying. Free-plan limits: Public dashboards and API documentation can be opened without signing in.

Watch for: Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.

Open FactorsToday API docs
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
PortfoliosLab logo
Closest replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution
  • ETF Screeners

Gain

  • Portfolio
  • Watchlist
  • Stock Comparison
  • ETF Comparison

Lose

  • Monte Carlo

Watch out

  • Avoid as a full replacement if you rely on quant research, factor screening, and fund research.
  • Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history. Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
  • Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Cost
Free with signup

$8.33/moto go paid, billed yearly

$21.67/mo less than Portfolio Visualizer

Fit
Partial replacement
Analyze portfolios on PortfoliosLabCompare
Full review and details
2
FactorsToday logo
Partial replacement

FactorsToday

Bottom line: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

Keep

  • Backtesting
  • Correlation
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution
  • Quant

Gain

  • Screeners
  • Stock Comparison
  • Scenario & Stress Tests
  • Portfolio

Lose

  • Monte Carlo
  • ETF Screeners
  • Funds coverage

Watch out

  • Avoid as a full replacement if you rely on factor screening, fund research, and macro and fund research.
  • Free-plan limits: Public dashboards and API documentation can be opened without signing in. The API does not currently require a key and is limited to ten requests per second per IP address. No paid pricing table or durable free-access commitment is published.
  • Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.
Cost
Free, no signup

Free onlyno paid tier

$30/mo less than Portfolio Visualizer

Fit
Partial replacement
Open FactorsToday API docsCompare
Full review and details
3
Stock Rover logo
Quality-checked pick

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Performance Attribution
  • ETF Screeners
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • ETF Comparison

Lose

  • Backtesting
  • Factor Exposure
  • Quant
  • AI Research

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and factor screening.
  • Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required. Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Cost
Free with signup

$34/moto go paid

$4/mo more than Portfolio Visualizer

Fit
Partial replacement
View Stock Rover plansCompare
Full review and details
4
Portfolio123 logo
Portfolio123Best workflow fit
4
Portfolio123 logo
Best workflow fit

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Backtesting
  • Correlation
  • Factor Exposure
  • Quant
  • Data Visualizations
  • AI Research

Gain

  • Screeners
  • Stock Ideas
  • Scores
  • Valuation Models

Lose

  • Monte Carlo
  • Risk Metrics
  • Performance Attribution
  • ETF Screeners

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics and fund research.
  • Free-plan limits: Signup required. Free Manage module is separate from paid Research, API, and DataMiner access. General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Cost
Free with signup

$25/moto go paid, billed yearly

$5/mo less than Portfolio Visualizer

Fit
Partial replacement
Try Portfolio123Compare
Full review and details
5
GuruFocus logo
GuruFocusPartial replacement
5
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Backtesting
  • Correlation
  • ETF Screeners
  • Quant
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Screeners
  • Top Analysts
  • Stock Comparison

Lose

  • Monte Carlo
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and factor screening.
  • Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Cost
Free with signup

$45.75/moto go paid, billed yearly

$15.75/mo more than Portfolio Visualizer

Fit
Partial replacement
Start GuruFocus trialCompare
Full review and details
6
okama logo
okamaPartial replacement
6
okama logo
Partial replacement

okama

Tested by us

Bottom line: Technical users who want a free, open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Keep

  • Backtesting
  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Quant
  • Data Visualizations

Gain

  • Portfolio
  • APIs & Data Feeds
  • ETF Analysis
  • Macro Data

Lose

  • Factor Exposure
  • Performance Attribution
  • ETF Screeners
  • AI Research

Watch out

  • Avoid as a full replacement if you rely on factor screening, fund research, and fundamental research.
  • Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. Public documentation currently describes okama 2.3.0.
  • Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.
Cost
Free, no signup

Free onlyno paid tier

$30/mo less than Portfolio Visualizer

Fit
Partial replacement
Explore okama documentationCompare
Full review and details
7
YCharts logo
YChartsPartial replacement
7
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Performance Attribution
  • Data Visualizations
  • AI Research

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Portfolio

Lose

  • Backtesting
  • Factor Exposure
  • ETF Screeners
  • Quant

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and factor screening.
  • Free-plan limits: Signup required. Trial-only access. Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Cost
Free trial only

$250/moto go paid, billed yearly

$220/mo more than Portfolio Visualizer

Fit
Partial replacement
Schedule YCharts conversationCompare
Full review and details
8
ETF Insider logo
ETF InsiderPartial replacement
8
ETF Insider logo
Partial replacement

ETF Insider

Analyst pickTested by us

Bottom line: ETF and mutual fund investors needing holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.

Keep

  • Correlation
  • Risk Metrics
  • Factor Exposure
  • ETF Screeners
  • Data Visualizations

Gain

  • Portfolio
  • ETF Analysis
  • ETF Overlap
  • APIs & Data Feeds

Lose

  • Backtesting
  • Monte Carlo
  • Performance Attribution
  • Quant

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and options and trading workflows.
  • Free-plan limits: Signup required. Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data. Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios.
  • Non-US coverage unclear: Pricing lists international equities, but the FAQ says only US-listed assets. Non-US fund support is not established; crypto is unsupported.
Cost
Free with signup

$14/moto go paid

$16/mo less than Portfolio Visualizer

Fit
Partial replacement
Compare ETF Insider plansCompare
Full review and details
9
TipRanks logo
TipRanksPartial replacement
9
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Risk Metrics
  • Performance Attribution
  • ETF Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • US Government Trades

Lose

  • Backtesting
  • Monte Carlo
  • Correlation
  • Factor Exposure

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and factor screening.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Cost
Free with signup

Free • Contact for pricing

Fit
Partial replacement
View TipRanks plansCompare
Full review and details
10
TradingView logo
TradingViewPartial replacement
10
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Backtesting
  • Correlation
  • ETF Screeners
  • Quant
  • Data Visualizations

Gain

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • ETF Comparison

Lose

  • Monte Carlo
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and factor screening.
  • Free-plan limits: Signup required. Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars. Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Cost
Free with signup

$12.95/moto go paid

$17.05/mo less than Portfolio Visualizer

Fit
Partial replacement
Open TradingViewCompare
Full review and details
11
MacroMicro logo
MacroMicroPartial replacement
11
MacroMicro logo
Partial replacement

MacroMicro

Bottom line: Macro-driven investors looking for global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.

Keep

  • Backtesting
  • Correlation
  • ETF Screeners
  • Data Visualizations
  • AI Research

Gain

  • ETF Comparison
  • Which ETF includes this Stock?
  • Calendar
  • Macro Data

Lose

  • Monte Carlo
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, quant research, and factor screening.
  • Free-plan limits: Signup required. Monthly individual plans are $20 for PRO, $25 for Prime, and $30 for Max AI as of September 24, 2026. API Essential offers a 7-day trial and 5,000 calls or downloads monthly on its annual plan; its public price is unavailable.
  • Downloads and API are expensive: Data downloads and API access are separate enterprise products with undisclosed current public prices.
Cost
Free with signup

$20/moto go paid

$10/mo less than Portfolio Visualizer

Fit
Partial replacement
Compare MacroMicro plansCompare
Full review and details
12
Koyfin logo
KoyfinPartial replacement
12
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Correlation
  • ETF Screeners
  • Data Visualizations
  • AI Research

Gain

  • Screeners
  • Custom Dashboards
  • Portfolio
  • Watchlist

Lose

  • Backtesting
  • Monte Carlo
  • Risk Metrics
  • Factor Exposure

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and factor screening.
  • Free-plan limits: Signup required. Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history. New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Cost
Free with signup

$39/moto go paid, billed yearly

$9/mo more than Portfolio Visualizer

Fit
Partial replacement
Get 20% off KoyfinCompare
Full review and details
13
Stock Analysis logo
Stock AnalysisPartial replacement
13
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Risk Metrics
  • ETF Screeners
  • Data Visualizations
  • AI Research

Gain

  • Stock Ideas
  • Screeners
  • Top Analysts
  • Stock Comparison

Lose

  • Backtesting
  • Monte Carlo
  • Correlation
  • Factor Exposure

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, portfolio analytics, and quant research.
  • Free-plan limits: Free access is ad-supported. Free exports and financial history are limited compared with Pro and Unlimited. Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Cost
Free, no signup

$6.58/moto go paid, billed yearly

$23.42/mo less than Portfolio Visualizer

Fit
Partial replacement
Try Stock Analysis ProCompare
Full review and details
14
Snowball Analytics logo
Snowball AnalyticsPartial replacement
14
Snowball Analytics logo
Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Backtesting
  • Risk Metrics
  • Performance Attribution
  • AI Research

Gain

  • Portfolio
  • Watchlist
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • Monte Carlo
  • Correlation
  • Factor Exposure
  • ETF Screeners

Watch out

  • Avoid as a full replacement if you rely on quant research, factor screening, and fund research.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$23.33/mo less than Portfolio Visualizer

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
15
Sharpely logo
SharpelyPartial replacement
15
Sharpely logo
Partial replacement

Sharpely

Bottom line: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Keep

  • Backtesting
  • Factor Exposure
  • Quant
  • Data Visualizations

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Portfolio

Lose

  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on quant research, fund research, and fundamental research.
  • Free-plan limits: Signup required. The pricing page describes the Free plan as valid forever. RRG Chart appears under Core Benefits in Every Plan, but the Free plan's public feature response omits it.
  • India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.
Cost
Free with signup

Free • Contact for pricing

Fit
Partial replacement
Start free on SharpelyCompare
Full review and details
16
Optuma logo
OptumaPartial replacement
16
Optuma logo
Partial replacement

Optuma

Bottom line: Professional technical analysts who need customizable RRGs, custom universes, long histories, and advanced chart controls.

Keep

  • Backtesting
  • Correlation
  • Factor Exposure
  • Quant
  • Data Visualizations

Gain

  • Stock Comparison
  • ETF Comparison
  • Screeners
  • Watchlist

Lose

  • Monte Carlo
  • Risk Metrics
  • Performance Attribution
  • ETF Screeners

Watch out

  • Avoid as a full replacement if you rely on factor screening, fund research, and fundamental research.
  • Free-plan limits: Signup required. Credit card required. Trial-only access.
  • High starting cost: Trader costs $810 for 12 months. Additional real-time market data can cost extra.
Cost
Free trial only

$67.50/moto go paid, billed yearly

$37.50/mo more than Portfolio Visualizer

Fit
Partial replacement
Start the 14-day Optuma trialCompare
Full review and details
17
Reflexivity logo
ReflexivityPartial replacement
17
Reflexivity logo
Partial replacement

Reflexivity

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

  • Backtesting
  • Performance Attribution
  • Quant
  • AI Research

Gain

  • Screeners
  • Scenario & Stress Tests
  • Portfolio
  • Alerts

Lose

  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Factor Exposure

Watch out

  • Avoid as a full replacement if you rely on quant research, factor screening, and fund research.
  • Free-plan limits: Signup required. Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month. IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
  • Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
Cost
Free with signup

$99.99/moto go paid

$69.99/mo more than Portfolio Visualizer

Fit
Partial replacement
Request Reflexivity demoCompare
Full review and details
18
AmiBroker logo
AmiBrokerPartial replacement
18
AmiBroker logo
Partial replacement

AmiBroker

Bottom line: Systematic traders who want AFL scripting, charting, scanning, optimization, Monte Carlo analysis, and portfolio backtesting on Windows.

Keep

  • Backtesting
  • Monte Carlo
  • Correlation
  • Risk Metrics
  • Quant
  • Data Visualizations

Gain

  • Screeners
  • Alerts
  • Auto-Trading & Bots
  • APIs & Data Feeds

Lose

  • Factor Exposure
  • Performance Attribution
  • ETF Screeners
  • AI Research

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, factor screening, and fund research.
  • Free-plan limits: Trial-only access. Standard costs $299, Professional costs $379, and Ultimate Pack Pro costs $499 before applicable tax. New licenses include 24 months of upgrades, email support, and maintenance.
  • Windows desktop workflow: AmiBroker is a Windows desktop application. It does not provide a native web, macOS, or mobile workflow.
Cost
Free trial only

One-time

Fit
Partial replacement
Compare AmiBroker editionsCompare
Full review and details
19
Validea logo
ValideaPartial replacement
19
Validea logo
Partial replacement

Validea

Bottom line: Investors who want stock and ETF portfolios, screens, and reports based on published guru and academic factor models.

Keep

  • Backtesting
  • Correlation
  • ETF Screeners
  • Quant

Gain

  • Stock Ideas
  • Screeners
  • Scores
  • Financials

Lose

  • Monte Carlo
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on fund research, charting and technical analysis, and advisor and client reporting.
  • Free-plan limits: Public pages include a weekly email newsletter and limited screen and portfolio results. The site limits monthly page views before requiring a trial or paid subscription. Standard and Pro include a seven-day free trial.
  • Model returns are not live account returns: Validea states model returns do not reflect actual trading and may include backtested and live model performance.
Cost
Free, no signup

$22.50/moto go paid, billed yearly

$7.50/mo less than Portfolio Visualizer

Fit
Partial replacement
Explore Validea researchCompare
Full review and details
20
Wealthfolio logo
WealthfolioPartial replacement
20
Wealthfolio logo
Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Monte Carlo
  • Risk Metrics
  • Performance Attribution
  • Data Visualizations

Gain

  • Portfolio
  • Retirement Calculator
  • Broker Connectors
  • Custom Dashboards

Lose

  • Backtesting
  • Correlation
  • Factor Exposure
  • ETF Screeners

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, quant research, and factor screening.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

$27.01/mo less than Portfolio Visualizer

Fit
Partial replacement
Download WealthfolioCompare
Full review and details

What This Shortlist Tells You

Start with the analysis you are replacing: portfolio backtests, Monte Carlo, optimization, factor exposure, correlations, or fund screening.

Free alternatives can help with allocation research, but portfolio size limits, history limits, exports, and current-year results often push users toward paid plans.

Do not confuse portfolio analytics with portfolio accounting; many replacements test scenarios but do not sync brokers or manage tax lots.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×17Correlation×14Backtesting×13AI Research×11Quant×11Risk Metrics×11ETF Screeners×10Performance Attribution×8

New angles introduced

Categories the alternatives add beyond Portfolio Visualizer.

Portfolio+18Screeners+15Watchlist+13Alerts+11APIs & Data Feeds+10ETF Comparison+10Stock Comparison+10Broker Connectors+9

Access & Pricing

Free to start

17/20

17 of 20 start free, same as Portfolio Visualizer.

Paid plans from

$2.99/mo

Wealthfolio is the cheapest paid upgrade. Portfolio Visualizer starts at $30/mo.

Mobile app

9 of 20

9 add a mobile app that Portfolio Visualizer lacks.

API access

9 of 20

9 expose an API or data feed, usually on a paid plan.

Hands-on tested

10 of 20

10 tested hands-on. 7 are analyst picks.

Coverage overlap

54%

Average share of Portfolio Visualizer categories each alternative covers.

Frequently Asked Questions

What is the best Portfolio Visualizer alternative?

Choose a Portfolio Visualizer alternative based on the analysis you repeat. Portfolio backtesting, Monte Carlo simulations, allocation optimization, factor analysis, correlations, fund research, exports, and reporting are not equally available in every tool.

Why switch from Portfolio Visualizer?

Switch when free-plan limits, annual billing, portfolio size caps, export needs, model flexibility, interface changes, or reporting requirements get in the way of your analysis workflow.

Can Portfolio Visualizer alternatives track live portfolios?

Some can, but many are analysis-first tools. If broker sync, tax lots, rebalancing, or live portfolio accounting matter, verify those features separately from backtesting and simulation tools.

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Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.
Stock RankingsBacktested ranking systems for quality, value, momentum, and more.
Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.
Top Tools by Domain RatingThe 50 investing tools with the strongest websites, by Ahrefs Domain Rating.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.