VOL. XCIV, NO. 247

Free Portfolio Visualizer Alternatives

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Free portfolio analytics replacements

Best Free Alternatives to Portfolio Visualizer

Find no-cost Portfolio Visualizer replacements when free limits, design changes, exports, or current-year restrictions get in the way.

A free Portfolio Visualizer alternative can help you test an allocation before changing a real portfolio. Look for portfolio backtesting, asset-class modeling, Monte Carlo simulation, factor exposure, correlations, and basic fund research. Free tools often limit portfolio size, history, exports, saved work, or current-year results, so choose one that supports the analysis you repeat most often.

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Which Alternative Should You Use?

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.

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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.

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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.

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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.

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

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 docs Compare

Full review and details

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 documentation Compare

Full review and details

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

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Full review and details

Stock AnalysisPartial replacementFree • From $6.58/mo billed yearlyFree, no signup

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

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Full review and details

Investing.comPartial replacementFree • From $18.95/moFree, no signup

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Correlation
Data Visualizations
AI Research

Gain

Stock Ideas
Screeners
Stock Comparison
Options

Lose

Backtesting
Monte Carlo
Risk Metrics
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 and does not include the full InvestingPro research layer. Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month. ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Cost

Free, no signup

$18.95/moto go paid

$11.05/mo less than Portfolio Visualizer

Fit: Partial replacement

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Full review and details

ValideaPartial replacementFree • From $22.50/mo billed yearlyFree, no signup

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

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Full review and details

Snowball AnalyticsPartial replacementFree • From $6.67/mo billed yearlyFree with signup

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 Analytics Compare

Full review and details

PortfoliosLabClosest replacementFree • From $8.33/mo billed yearlyFree with signup

Closest replacement