VOL. XCIV, NO. 247
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Editor order · Top 13 free tools
Best Free Portfolio Analysis Tools
Our editor-ranked free portfolio analysis tools. Global vote totals are shown separately.
This curated list highlights free portfolio analysis tools and durable free tiers for allocation checks, portfolio backtests, risk metrics, correlations, factor exposure, Monte Carlo-style scenario work, and exportable reports before paying for deeper analytics.
Editor-ranked · Free tiers only · Global votes shown
Top 10 Tools
- 1Top pick
Portfolio Visualizer backtests allocations, runs Monte Carlo, optimizes portfolios, analyzes factors and correlations, and researches funds. It suits DIY investors, analysts, and advisers. Free is constrained; paid tiers add larger portfolios, saving, imports, exports, and commercial use. It is not a broker or live ledger.
Best forStrategy backtestingPortfolio analyticsQuant researchFactor screeningFund researchWatch-outsFree tier is constrainedAnnual billing - 2
Testfol.io is a portfolio backtesting site for allocations, cash flows, rebalancing, tactical signals, correlations, and historical risk and return. Free use remains available; paid tiers add analytics, uploads, downloads, alerts, and cloud features. Backtests use historical assumptions and are not execution or guarantees.
Best forStrategy backtestingPortfolio analyticsQuant researchPortfolio trackingWatch-outsFree account unlocks important limitsBacktesting is not execution - 3
PortfoliosLab offers portfolio backtesting, optimization, risk, correlations, screens, and AI-assisted workflows across stocks, ETFs, funds, crypto, and models. Paid plans add more history, imports, exports, and MCP access.
Best forPortfolio analyticsStrategy backtestingPortfolio trackingETF screeningStock screeningWatch-outsFree tier is smallNot brokerage accounting - 4
Free historical portfolio analysis for European index-fund and ETF investors, with allocation comparisons and shareable portfolios.
Best forStrategy backtestingPortfolio analyticsFund researchWatch-outsIndex simulationHistory and currency - 5
Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.
Best forStock screeningETF screeningPortfolio analyticsFundamental researchResearch reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature - 6
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.
Best forInvestment research workspaceStock screeningChartingPortfolio analyticsMarket monitoringWatch-outsNo public APISome downloads are vendor-restricted - 7
Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.
Best forQuant researchFactor screeningStrategy backtestingPortfolio trackingFinancial data APIWatch-outsAdvanced research is paidTrial access is temporary - 8
ETF Insider analyzes stocks, ETFs, and mutual-fund portfolios for holdings overlap, concentration, correlations, exposure, and efficient-frontier tradeoffs. Full holdings and Excel export require Pro; API and white-label access require Enterprise.
Best forETF screeningPortfolio analyticsPortfolio trackingFund researchFactor screeningWatch-outsNon-US coverage unclearFull holdings depth is paid - 9
Ziggma is a portfolio analytics and stock-research platform for broker-agnostic monitoring rather than a trading app. It covers portfolio health, allocation, risk, dividends, valuation, screens, and AI-assisted views.
Best forPortfolio trackingPortfolio analyticsStock screeningETF screeningQuant ratingsWatch-outsAdvanced features moved to paid tiersNorth America focus - 10
Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsStrategy backtestingWatch-outsFree plan is intentionally limitedBroker sync requires paid tier
- 11
Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker credentials. It suits hands-on investors willing to maintain local transactions, with a mostly read-only mobile companion.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingPortfolio watchlistsWatch-outsDesktop-first workflowNo broker sync - 12
okama is an open-source portfolio analytics toolkit with web widgets, a REST API, and Python for efficient frontiers, risk, Monte Carlo, cash flows, and historical market or macro data. It suits technical users who want reproducible analysis.
Best forPortfolio analyticsStrategy backtestingQuant researchMarket data APIPortfolio trackingWatch-outsDeveloper-oriented workflowNot account tracking - 13
FactorsToday publishes factor returns and stock exposures through web tools, downloads, and an open REST API. Its portfolio analysis, attribution, optimizer, factor builder, and hedge builder are research models, not brokerage or accounting systems.
Best forQuant researchPortfolio analyticsStrategy backtestingFinancial data APIAI agent data accessWatch-outsPricing not publishedAdvanced quant workflow
Need deeper portfolio analysis?
Explore the full list of 15 portfolio analysis tools, including premium options for imports, exports, Monte Carlo, factor analysis, and client-ready reports.
See all portfolio analysis toolsBest Free Portfolio Analysis Tools FAQ
What is a portfolio analysis tool?
A portfolio analysis tool helps investors evaluate allocation, risk, correlations, drawdowns, backtests, factor exposure, scenarios, and reports before making portfolio changes.
How is this different from an investment portfolio tracker?
Investment portfolio trackers focus on ongoing account and holdings monitoring. Portfolio analysis tools focus on diagnostic work such as risk, allocation, backtests, simulations, and portfolio construction tradeoffs.
Are free portfolio analysis tools included?
Yes. The free version of this list filters for tools with durable free access, useful free calculators, free portfolio backtests, or no-cost analysis workflows.
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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.