Free
$0For small personal portfolio tests
- Backtest tools within free limits.
- Up to 15 assets per portfolio.
- Current month-to-date results excluded.
VOL. XCIV, NO. 247
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Portfolio Visualizer Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Portfolio Visualizer helps you investigate allocations before changing a portfolio. Backtest mixes of assets, study drawdowns and factor exposures, or model contributions and withdrawals with Monte Carlo analysis. Tactical and optimization tools support deeper comparisons. Free access is constrained; paid plans add capacity, saved work, imports, exports, and commercial workflows. Portfolios are entered or imported rather than synchronized with a live brokerage account.
Verdict
Worth it if you want to compare historical allocations and long-run risk scenarios.
- Allocation research: compare returns, risk, and drawdowns
- Retirement scenarios: model withdrawals and long-run outcomes
- Analyst workflows: inspect factors and optimization models
Skip it if you need live broker sync or unrestricted free current-period results.
- Free capacity: 15 assets and restricted history
- Billing: paid monthly-equivalent prices are billed annually
- Manual inputs: this is analysis rather than a live account ledger
Portfolio Visualizer
Web · How this site is funded
Pricing
Prices checkedBilled annually3 plans
Basic
$360/yrBilled annuallyFor saved personal portfolio analytics
Everything in Free, plus
- Up to 150 assets and YTD results.
- Saved portfolios and models.
- Imports and Excel, CSV, or PDF exports.
Pro
$660/yrBilled annuallyFor commercial portfolio analysis
- Commercial portfolio analysis.
- Saved models, imports, and exports.
- Shared team settings.
Key features
Allocation backtests
Compare assets, weights, and historical portfolio rules.
Monte Carlo scenarios
Model portfolio growth, contributions, and withdrawals.
Tactical models
Test momentum and moving-average allocation switches.
Portfolio optimization
Explore efficient-frontier and Black-Litterman models.
Factor and fund analysis
Study exposures, attribution, correlations, ETFs, and mutual funds.
Saved reports
Paid tiers add saved models and Excel, CSV, or PDF exports.
FAQ
Is Portfolio Visualizer free?
Is Portfolio Visualizer free?
Not entirely. Portfolio Visualizer includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Portfolio Visualizer best for?
Who is Portfolio Visualizer best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Portfolio Visualizer support?
What platforms and connections does Portfolio Visualizer support?
You can use Portfolio Visualizer on Web.
Which markets does Portfolio Visualizer cover?
Which markets does Portfolio Visualizer cover?
It tracks Stocks, ETFs, Mutual Funds, and Funds. Identifiers include Ticker.
Tool details
Highlights
- Free tier available
- Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
- Domain rating69: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
- Mutual Funds
- Funds
Alternatives
If Portfolio Visualizer is not the right fit, these substitutes come closest.
Comparisons
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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.