Which platforms should you compare to Portfolio Visualizer first?

okama, AmiBroker, PortfoliosLab align closest with Portfolio Visualizer across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. okama, PortfoliosLab, Portfolio123, and others keep freemium access, so you can benchmark Portfolio Visualizer without a paid commitment.

Which comparisons highlight mobile access?

Portfolio Visualizer goes head-to-head with Stock Rover, TradingView, ORTEX for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

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Wednesday, December 3, 2025

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Matchup hub

Compare Portfolio Visualizer

Every head-to-head showdown featuring Portfolio Visualizer. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

okama overlaps on Data Visualizations, Quant, and Risk Metrics (VaR/ES/Drawdown) and pushes into Portfolio and Data APIs with Portfolio Visualizer and is the quickest matchup to review first.

okama, PortfoliosLab, and Portfolio123 keep freemium tiers so you can benchmark Portfolio Visualizer without committing budget.

Portfolio Visualizer rivals most often add coverage in Screeners, Portfolio, and Watchlist, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

46%

Avg category overlap

Category heatmap

How Portfolio Visualizer stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Data Visualizations20
Backtesting16
Correlation11
Quant11
Risk Metrics (VaR/ES/Drawdown)8
Monte Carlo5

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Portfolio Visualizer.

Screeners15
Portfolio14
Watchlist11
Data APIs9
ETF Holdings9
ETF Overview9

Where Portfolio Visualizer stands alone

Categories that remain exclusive to Portfolio Visualizer across these matchups.

Factor Exposure23
Monte Carlo19
Risk Metrics (VaR/ES/Drawdown)16
Correlation13
Quant13
Backtesting8

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Portfolio Visualizer into new workflows.

okama

86% overlap

Hands-on review

okama overlaps on Data Visualizations, Quant, and Risk Metrics (VaR/ES/Drawdown), adds Portfolio, Data APIs, and ETF Performance coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Risk Metrics (VaR/ES/Drawdown)Monte Carlo Backtesting Correlation

okama adds

Portfolio
Data APIs
ETF Performance
Inflation Rates

Portfolio Visualizer keeps to itself

Factor Exposure

Shared platforms

Web

Shared pricing

Free

Open full comparison View okama profile

AmiBroker

86% overlap

AmiBroker overlaps on Data Visualizations, Quant, and Risk Metrics (VaR/ES/Drawdown), adds Screeners, APIs & SDKs, and Auto-Trading & Bots coverage while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Risk Metrics (VaR/ES/Drawdown)Monte Carlo Backtesting Correlation

AmiBroker adds

Screeners
APIs & SDKs
Auto-Trading & Bots

Portfolio Visualizer keeps to itself

Factor Exposure

Open full comparison View AmiBroker profile

PortfoliosLab

71% overlap

PortfoliosLab overlaps on Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown), adds Screeners, ETF Screeners, and Portfolio coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Quant Factor Exposure Risk Metrics (VaR/ES/Drawdown)Backtesting Correlation

PortfoliosLab adds

Screeners
ETF Screeners
Portfolio
Watchlist

Portfolio Visualizer keeps to itself

Data Visualizations
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

DeepVest (formerly Benjamin AI)

71% overlap

DeepVest (formerly Benjamin AI) overlaps on Data Visualizations, Quant, and Risk Metrics (VaR/ES/Drawdown), adds Financials, Screeners, and News coverage while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Risk Metrics (VaR/ES/Drawdown)Backtesting Correlation

DeepVest (formerly Benjamin AI) adds

Financials
Screeners
News
Regulatory Filings Monitoring

Portfolio Visualizer keeps to itself

Factor Exposure
Monte Carlo

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View DeepVest (formerly Benjamin AI) profile

Portfolio123

57% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Data Visualizations, Quant, and Backtesting, adds Screeners, Portfolio, and Calendar coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Backtesting Correlation

Portfolio123 adds

Screeners
Portfolio
Calendar
APIs & SDKs

Portfolio Visualizer keeps to itself

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

FX Replay

67% overlap

FX Replay overlaps on Data Visualizations, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo, adds Paper Trading and Calendar coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Risk Metrics (VaR/ES/Drawdown)Monte Carlo Backtesting

FX Replay adds

Paper Trading
Calendar

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Correlation

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FX Replay profile

Stock Rover

43% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Data Visualizations, Monte Carlo, and Correlation, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Monte Carlo Correlation

Stock Rover adds

Screeners
ETF Screeners
Stock Comparison
ETF Comparison

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Backtesting

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

TradingView

43% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Data Visualizations, Quant, and Backtesting, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Backtesting

TradingView adds

Stock Ideas
Screeners
ETF Screeners
Options & Derivatives

Portfolio Visualizer keeps to itself

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Correlation

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

YCharts

43% overlap

Hands-on review

YCharts overlaps on Data Visualizations, Risk Metrics (VaR/ES/Drawdown), and Correlation, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Portfolio Visualizer.

Shared categories

Data Visualizations Risk Metrics (VaR/ES/Drawdown)Correlation

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Portfolio

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Monte Carlo
Backtesting

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View YCharts profile

MacroMicro

43% overlap

MacroMicro overlaps on Data Visualizations, Backtesting, and Correlation, adds ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting Correlation

MacroMicro adds

ETF Screeners
ETF Comparison
Which ETF includes this Stock?
Calendar

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View MacroMicro profile

ValueSense

43% overlap

ValueSense overlaps on Data Visualizations, Quant, and Backtesting, adds Stock Ideas, Screeners, and Money Flow coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant Backtesting

ValueSense adds

Stock Ideas
Screeners
Money Flow
Watchlist

Portfolio Visualizer keeps to itself

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Correlation

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ValueSense profile

MarketXLS

43% overlap

MarketXLS overlaps on Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and Correlation, adds Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage while matching Portfolio Visualizer.

Shared categories

Risk Metrics (VaR/ES/Drawdown)Monte Carlo Correlation

MarketXLS adds

Sheets / Excel Add-ins
Broker Connectors
Screeners
Options & Derivatives

Portfolio Visualizer keeps to itself

Data Visualizations
Quant
Factor Exposure
Backtesting

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View MarketXLS profile

ETF Insider

29% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Data Visualizations and Correlation, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Correlation

ETF Insider adds

ETF Overview
ETF Performance
ETF Holdings
ETF Factors

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

ETF Research Center

29% overlap

Hands-on review

ETF Research Center overlaps on Data Visualizations and Backtesting, adds ETF Screeners, ETF Comparison, and ETF Overview coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting

ETF Research Center adds

ETF Screeners
ETF Comparison
ETF Overview
ETF Performance

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Research Center profile

FINVIZ

29% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Data Visualizations and Backtesting, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting

FINVIZ adds

Screeners
Portfolio
Watchlist
News

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FINVIZ profile

ORTEX

29% overlap

Hands-on review

ORTEX overlaps on Data Visualizations and Quant, adds Short Interest, Insider Data, and Index Rebalancing coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant

ORTEX adds

Short Interest
Insider Data
Index Rebalancing
Money Flow

Portfolio Visualizer keeps to itself

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Backtesting

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ORTEX profile

Portseido

50% overlap

Editor’s pick

Hands-on review

Portseido overlaps on Data Visualizations and Risk Metrics (VaR/ES/Drawdown), adds Portfolio and Dividend coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Risk Metrics (VaR/ES/Drawdown)

Portseido adds

Portfolio
Dividend

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Monte Carlo
Backtesting

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portseido profile

Trendlyne

29% overlap

Hands-on review

Trendlyne overlaps on Data Visualizations and Backtesting, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting

Trendlyne adds

Screeners
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Trendlyne profile

Asset Allocation Interactive (AAI) — Research Affiliates

67% overlap

Editor’s pick

Hands-on review

Asset Allocation Interactive (AAI) — Research Affiliates overlaps on Data Visualizations and Correlation, adds Valuation Models coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Correlation

Asset Allocation Interactive (AAI) — Research Affiliates adds

Valuation Models

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

Free

Open full comparison View Asset Allocation Interactive (AAI) — Research Affiliates profile

ETF Action

29% overlap

ETF Action overlaps on Data Visualizations and Backtesting, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

LuxAlgo

29% overlap

LuxAlgo overlaps on Data Visualizations and Backtesting, adds Screeners, Alerts, and Money Flow coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Backtesting

LuxAlgo adds

Screeners
Alerts
Money Flow
Education

Portfolio Visualizer keeps to itself

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View LuxAlgo profile

OpenBB

29% overlap

OpenBB overlaps on Data Visualizations and Quant, adds APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Data Visualizations Quant

OpenBB adds

APIs & SDKs
Sheets / Excel Add-ins
Custom Dashboards
Data APIs

Portfolio Visualizer keeps to itself

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Backtesting

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View OpenBB profile

QuantConnect

33% overlap

QuantConnect overlaps on Quant and Backtesting, adds Paper Trading, Auto-Trading & Bots, and Options & Derivatives coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Quant Backtesting

QuantConnect adds

Paper Trading
Auto-Trading & Bots
Options & Derivatives
APIs & SDKs

Portfolio Visualizer keeps to itself

Data Visualizations
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View QuantConnect profile

QuantRocket

29% overlap

QuantRocket overlaps on Quant and Backtesting, adds Screeners, Auto-Trading & Bots, and Advanced Order Types coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Quant Backtesting

QuantRocket adds

Screeners
Auto-Trading & Bots
Advanced Order Types
Paper Trading

Portfolio Visualizer keeps to itself

Data Visualizations
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View QuantRocket profile

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.