VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Portfolio Visualizer Review, Pricing, and Features
Web-based portfolio analysis and reporting toolset covering backtesting, Monte Carlo simulation, tactical asset allocation, and optimization. Plan gating: Free tier is limited (e.g., portfolios up to 15 assets). Basic and Pro are billed annually, support up to 150 assets with YTD results, and add save/import + export features; Pro is described for personal + commercial use.
Community votes (overall)
Key features
- Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks.
- Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility.
- Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals).
- Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
- Efficient frontier tool using mean-variance optimization for asset classes, mutual funds, ETFs, or stocks.
- Factor regression analysis for assets/portfolios.
- Factor performance attribution for mutual funds and ETFs.
- Risk metrics referenced in tools/docs include VaR and CVaR (expected shortfall).
- Asset correlations tool for stocks, ETFs, and mutual funds.
- Fund/ETF rankings (“Fund Rankings”) by asset class category and ranking criteria.
- Imports/exports: documentation references Excel/CSV-style portfolio import, and pricing lists Excel/CSV/PDF export (paid plans).
- Sign-up advertises a 14-day free trial with access to all features.
FAQ
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?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Portfolio Visualizer support?
You can use Portfolio Visualizer on Web.
Which markets does Portfolio Visualizer cover?
It tracks Stocks, ETFs, Mutual Funds, and Funds. Identifiers include Ticker.
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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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Suggest on XStarred Tools
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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.