PortfoliosLab is the closest drop-in replacement with overlapping coverage in Backtesting, Correlation, and Risk Metrics while adding Portfolio and Watchlist coverage and Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. features (category overlap ~80%).
VOL. XCIV, NO. 247
Free Alternatives to Portfolio Visualizer
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Free Alternatives to Portfolio Visualizer
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Portfolio Visualizer before paying for another subscription.
Switching from Portfolio Visualizer doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Data Visualizations to Backtesting and beyond. Each pick below is ranked by how closely it matches Portfolio Visualizer's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap48%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with PortfoliosLab, ETF Insider, and okama to road-test Portfolio Visualizer workflows without paying up front.
Need mobile access? Stock Rover, TradingView, and Koyfin bring phone-ready workflows that Portfolio Visualizer lacks.
Round out your stack with new coverage areas like Portfolio, Watchlist, Stock Comparison, and ETF Comparison.
Similarity score 1612Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsFactor ExposureScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Watchlist, and Stock Comparison coverage beyond what Portfolio Visualizer offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Portfolio Visualizer if you still need Monte Carlo and Performance Attribution.
Adds coverage: Portfolio, Watchlist, Stock Comparison, and ETF Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1286Category overlap: 60%
Shared coverage
CorrelationRisk MetricsFactor ExposureScreenersETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, ETF Overview, and ETF Holdings coverage beyond what Portfolio Visualizer offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Performance Attribution.
Adds coverage: Portfolio, ETF Overview, ETF Holdings, and ETF Performance
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 1254Category overlap: 60%
Shared coverage
BacktestingMonte CarloCorrelationRisk MetricsQuantData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Data APIs, and ETF Performance coverage beyond what Portfolio Visualizer offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Portfolio Visualizer if you still need Factor Exposure, Performance Attribution, and Screeners.
Adds coverage: Portfolio, Data APIs, ETF Performance, and Inflation Rates
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1214Category overlap: 50%
Shared coverage
Monte CarloCorrelationScreenersETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, ETF Comparison, and Portfolio coverage beyond what Portfolio Visualizer offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Portfolio Visualizer if you still need Backtesting, Risk Metrics, and Factor Exposure.
Adds coverage: Stock Comparison, ETF Comparison, Portfolio, and Watchlist
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1094Category overlap: 50%
Shared coverage
BacktestingCorrelationScreenersQuantData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and Portfolio coverage beyond what Portfolio Visualizer offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Risk Metrics, and Factor Exposure.
Adds coverage: Stock Ideas, Watchlist, Portfolio, and News
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1082Category overlap: 50%
Shared coverage
BacktestingCorrelationScreenersETF ScreenersData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Portfolio, and News coverage beyond what Portfolio Visualizer offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Risk Metrics, and Factor Exposure.
Adds coverage: Stock Comparison, Portfolio, News, and Alerts
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1082Category overlap: 50%
Shared coverage
BacktestingCorrelationScreenersQuantData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what Portfolio Visualizer offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Risk Metrics, and Factor Exposure.
Adds coverage: Stock Ideas, Portfolio, Watchlist, and Financials
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1080Category overlap: 50%
Shared coverage
BacktestingCorrelationRisk MetricsScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Wealth Management, AI, and AI Chat coverage beyond what Portfolio Visualizer offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Factor Exposure, and Performance Attribution.
Adds coverage: Wealth Management, AI, AI Chat, and Portfolio
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1010Category overlap: 40%
Shared coverage
CorrelationScreenersETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Custom Dashboards, Portfolio, and Watchlist coverage beyond what Portfolio Visualizer offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Risk Metrics.
Adds coverage: Custom Dashboards, Portfolio, Watchlist, and News
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 926Category overlap: 30%
Shared coverage
BacktestingScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Portfolio coverage beyond what Portfolio Visualizer offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 926Category overlap: 30%
Shared coverage
ScreenersETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and Stock Comparison coverage beyond what Portfolio Visualizer offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Correlation.
Adds coverage: Stock Ideas, Top Analysts, Stock Comparison, and ETF Comparison
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 916Category overlap: 40%
Shared coverage
BacktestingCorrelationETF ScreenersData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Comparison, Which ETF includes this Stock?, and Calendar coverage beyond what Portfolio Visualizer offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Risk Metrics, and Factor Exposure.
Adds coverage: ETF Comparison, Which ETF includes this Stock?, Calendar, and GDP
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 916Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Compounding Calculator coverage beyond what Portfolio Visualizer offers.
- Standout features include Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., and Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Factor Exposure, and Performance Attribution.
Adds coverage: Compounding Calculator
Standout features: Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc., Asset Analyzer for historical performance analysis and correlations; correlations are calculated using daily returns., and Tactical Allocation Backtester for building trading signals and strategies that swap between allocations (indicator definitions and tool limits documented in Help).
Similarity score 904Category overlap: 30%
Shared coverage
BacktestingRisk MetricsPerformance Attribution
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Dividend coverage beyond what Portfolio Visualizer offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Correlation, and Factor Exposure.
Adds coverage: Portfolio, Watchlist, Dividend, and Dividends
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 856Category overlap: 40%
Shared coverage
BacktestingFactor ExposureETF ScreenersData Visualizations
Assets: ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Comparison, ETF Overview, and ETF Performance coverage beyond what Portfolio Visualizer offers.
- Standout features include Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Correlation, and Risk Metrics.
Adds coverage: ETF Comparison, ETF Overview, ETF Performance, and ETF Holdings
Standout features: Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence., and Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
Similarity score 852Category overlap: 30%
Shared coverage
ScreenersETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- FT Markets (Markets data - Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Alerts coverage beyond what Portfolio Visualizer offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Correlation.
Adds coverage: Portfolio, Watchlist, Alerts, and Compounding Calculator
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 832Category overlap: 30%
Shared coverage
BacktestingScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Financials, and ESG Ratings coverage beyond what Portfolio Visualizer offers.
- Standout features include Portfolio tracker that can aggregate multiple brokerage/retirement accounts into a single consolidated view, with analytics around performance, allocation, and risk., Account linking via third-party aggregation providers; Ziggma states it does not access or store broker login credentials and uses OAuth where available., and Stock & ETF screener with slider-based filtering; results update in real time as screening parameters change; supports saving screen presets..
- Pair it with Portfolio Visualizer if you still need Monte Carlo, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Financials, ESG Ratings, and Portfolio
Standout features: Portfolio tracker that can aggregate multiple brokerage/retirement accounts into a single consolidated view, with analytics around performance, allocation, and risk., Account linking via third-party aggregation providers; Ziggma states it does not access or store broker login credentials and uses OAuth where available., Stock & ETF screener with slider-based filtering; results update in real time as screening parameters change; supports saving screen presets., and “Ziggma Stock Score” (0–100) fundamentals-based rating using multiple dimensions like growth, profitability, valuation, and financial strength.
Similarity score 798Category overlap: 60%
Shared coverage
Risk MetricsPerformance AttributionData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Pricing: Free and Subscription
Why investors switch
- Portfolio Performance adds mobile access for on-the-go monitoring.
- Expands into Portfolio and Watchlist coverage beyond what Portfolio Visualizer offers.
- Standout features include Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts., and Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Correlation.
Adds coverage: Portfolio and Watchlist
Standout features: Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts., Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps., and Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
Similarity score 795Category overlap: 67%
Shared coverage
BacktestingMonte CarloRisk MetricsData Visualizations
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Paper Trading and Calendar coverage beyond what Portfolio Visualizer offers.
- Standout features include Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., and Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)..
- Pair it with Portfolio Visualizer if you still need Correlation, Factor Exposure, and Performance Attribution.
Adds coverage: Paper Trading and Calendar
Standout features: Manual backtesting & bar replay with 1‑minute data across assets; seconds timeframes available for some FX and futures symbols., Data sources: Dukascopy & OANDA for FX; CME for futures., Asset coverage showcase: Forex, Index, Energy, Agricultural, Crypto, and Futures (homepage assets gallery)., and MultiPair sessions (backtest up to 5 assets simultaneously).
Similarity score 792Category overlap: 30%
Shared coverage
ScreenersQuantData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- ORTEX adds mobile access for on-the-go monitoring.
- Expands into Short Interest, Insider Data, and Index Rebalancing coverage beyond what Portfolio Visualizer offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with Portfolio Visualizer if you still need Backtesting, Monte Carlo, and Correlation.
Adds coverage: Short Interest, Insider Data, Index Rebalancing, and Money Flow
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Data Visualizations×17Backtesting×13Screeners×13Correlation×11ETF Screeners×10Risk Metrics×8Quant×6Factor Exposure×3
New angles introduced
Categories the alternatives add beyond Portfolio Visualizer.
Portfolio+16Watchlist+12Calendar+11Financials+9News+9Alerts+8Data APIs+8Dividends+7
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 12 tested
9 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Portfolio Visualizer?
Start with PortfoliosLab, ETF Insider, and okama to replicate Portfolio Visualizer workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Portfolio Visualizer workflows stay covered on the free plan?
Expect solid overlap across Backtesting, Correlation, Risk Metrics, Factor Exposure, Screeners, ETF Screeners, Quant, Data Visualizations, Monte Carlo, and Performance Attribution, so core Portfolio Visualizer workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Portfolio, Watchlist, Stock Comparison, ETF Comparison, Data APIs, APIs & SDKs, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Blogs, Inflation Rates, Interest Rates, News, Alerts, Calendar, Dividends, Financials, Scores, Flags, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos, Stock Ideas, Splits, Yield Curves, Paper Trading, Broker Connectors, Webhooks, Order Book / Level II, Options, ETF Fundamentals, Insider Data, Institutional Data, 13F, GDP, Unemployment Rates, Consumer Sentiment, Housing & Construction, Wealth Management, AI, AI Chat, Scenario & Stress Tests, Audit Trail / Supervision, Custom Dashboards, Analyst Forecasts, Short Interest, ETF Valuation, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Investor Holdings, US Government Trades, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Commitment of Traders (COT), 13D/13G, Forums, Newsletters, Stock Handbook, Top Analysts, Which ETF includes this Stock?, PMI / ISM, AI Earnings Summary, Compounding Calculator, Dividend, Dividend Tax / ADR Withholding, ETF Factors, ESG Ratings, Index Rebalancing, Money Flow, and Options & Derivatives show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Portfolio Visualizer?
Monte Carlo, Performance Attribution, Backtesting, Quant, Factor Exposure, Screeners, ETF Screeners, Risk Metrics, Correlation, and Data Visualizations remain strengths for Portfolio Visualizer. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.