Which platforms should you compare to Portfolio Visualizer first?

PortfoliosLab, AmiBroker, ETF Insider 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. PortfoliosLab, ETF Insider, okama, 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, Koyfin for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, January 17, 2026

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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

PortfoliosLab overlaps on Backtesting, Correlation, and Risk Metrics and pushes into Portfolio and Watchlist with Portfolio Visualizer and is the quickest matchup to review first.

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

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

Matchups catalogued

Include free tiers

Offer mobile access

48%

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
Screeners18
Backtesting16
Correlation14
ETF Screeners11
Quant9

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Portfolio Visualizer.

Portfolio18
Watchlist14
Alerts11
Calendar11
ETF Holdings10
Financials10

Where Portfolio Visualizer stands alone

Categories that remain exclusive to Portfolio Visualizer across these matchups.

Performance Attribution22
Factor Exposure21
Monte Carlo18
Quant15
Risk Metrics15
ETF Screeners13

Matchups

Dive into the full comparison roster

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

PortfoliosLab

80% overlap

PortfoliosLab overlaps on Backtesting, Correlation, and Risk Metrics, adds Portfolio, Watchlist, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Risk Metrics Factor Exposure Screeners ETF Screeners

PortfoliosLab adds

Portfolio
Watchlist
Stock Comparison
ETF Comparison

Portfolio Visualizer keeps to itself

Monte Carlo
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

AmiBroker

70% overlap

AmiBroker overlaps on Backtesting, Monte Carlo, and Correlation, adds Alerts, Auto-Trading & Bots, and APIs & SDKs coverage while matching Portfolio Visualizer.

Shared categories

Backtesting Monte Carlo Correlation Risk Metrics Screeners Quant

AmiBroker adds

Alerts
Auto-Trading & Bots
APIs & SDKs
Broker Connectors

Portfolio Visualizer keeps to itself

Factor Exposure
Performance Attribution
ETF Screeners

Open full comparison View AmiBroker profile

ETF Insider

60% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Correlation, Risk Metrics, and Factor Exposure, adds Portfolio, ETF Overview, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Correlation Risk Metrics Factor Exposure Screeners ETF Screeners Data Visualizations

ETF Insider adds

Portfolio
ETF Overview
ETF Holdings
ETF Performance

Portfolio Visualizer keeps to itself

Backtesting
Monte Carlo
Performance Attribution
Quant

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

okama

60% overlap

Hands-on review

okama overlaps on Backtesting, Monte Carlo, and Correlation, adds Portfolio, Data APIs, and ETF Performance coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Monte Carlo Correlation Risk Metrics Quant Data Visualizations

okama adds

Portfolio
Data APIs
ETF Performance
Inflation Rates

Portfolio Visualizer keeps to itself

Factor Exposure
Performance Attribution
Screeners
ETF Screeners

Shared platforms

Web

Shared pricing

Free

Open full comparison View okama profile

YCharts

60% overlap

Hands-on review

YCharts overlaps on Monte Carlo, Correlation, and Risk Metrics, adds Stock Comparison, ETF Comparison, and Portfolio coverage while matching Portfolio Visualizer.

Shared categories

Monte Carlo Correlation Risk Metrics Performance Attribution Screeners Data Visualizations

YCharts adds

Stock Comparison
ETF Comparison
Portfolio
Watchlist

Portfolio Visualizer keeps to itself

Backtesting
Factor Exposure
ETF Screeners
Quant

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View YCharts profile

FINVIZ

50% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Backtesting, Correlation, and Screeners, adds Stock Comparison, Portfolio, and News coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Screeners ETF Screeners Data Visualizations

FINVIZ adds

Stock Comparison
Portfolio
News
Alerts

Portfolio Visualizer keeps to itself

Monte Carlo
Risk Metrics
Factor Exposure
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FINVIZ profile

Portfolio123

50% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Backtesting, Correlation, and Screeners, adds Stock Ideas, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Screeners Quant Data Visualizations

Portfolio123 adds

Stock Ideas
Portfolio
Watchlist
Financials

Portfolio Visualizer keeps to itself

Monte Carlo
Risk Metrics
Factor Exposure
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

Stock Rover

50% overlap

Editor’s pick

Hands-on review

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

Shared categories

Monte Carlo Correlation Screeners ETF Screeners Data Visualizations

Stock Rover adds

Stock Comparison
ETF Comparison
Portfolio
Watchlist

Portfolio Visualizer keeps to itself

Backtesting
Risk Metrics
Factor Exposure
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

TradingView

50% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Backtesting, Correlation, and Screeners, adds Stock Ideas, Watchlist, and Portfolio coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Screeners Quant Data Visualizations

TradingView adds

Stock Ideas
Watchlist
Portfolio
News

Portfolio Visualizer keeps to itself

Monte Carlo
Risk Metrics
Factor Exposure
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

DeepVest

50% overlap

DeepVest overlaps on Backtesting, Correlation, and Risk Metrics, adds Wealth Management, AI, and AI Chat coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Risk Metrics Screeners Data Visualizations

DeepVest adds

Wealth Management
AI
AI Chat
Portfolio

Portfolio Visualizer keeps to itself

Monte Carlo
Factor Exposure
Performance Attribution
ETF Screeners

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View DeepVest profile

Koyfin

40% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Correlation, Screeners, and ETF Screeners, adds Custom Dashboards, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Correlation Screeners ETF Screeners Data Visualizations

Koyfin adds

Custom Dashboards
Portfolio
Watchlist
News

Portfolio Visualizer keeps to itself

Backtesting
Monte Carlo
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Koyfin profile

FX Replay

67% overlap

FX Replay overlaps on Backtesting, Monte Carlo, and Risk Metrics, adds Paper Trading and Calendar coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Monte Carlo Risk Metrics Data Visualizations

FX Replay adds

Paper Trading
Calendar

Portfolio Visualizer keeps to itself

Correlation
Factor Exposure
Performance Attribution
Screeners

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FX Replay profile

MacroMicro

40% overlap

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

Shared categories

Backtesting Correlation ETF Screeners Data Visualizations

MacroMicro adds

ETF Comparison
Which ETF includes this Stock?
Calendar
GDP

Portfolio Visualizer keeps to itself

Monte Carlo
Risk Metrics
Factor Exposure
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View MacroMicro profile

Trackinsight

40% overlap

Trackinsight overlaps on Backtesting, Factor Exposure, and ETF Screeners, adds ETF Comparison, ETF Overview, and ETF Performance coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Factor Exposure ETF Screeners Data Visualizations

Trackinsight adds

ETF Comparison
ETF Overview
ETF Performance
ETF Holdings

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Performance Attribution

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Trackinsight profile

MarketXLS

40% overlap

MarketXLS overlaps on Monte Carlo, Correlation, and Risk Metrics, adds Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives coverage while matching Portfolio Visualizer.

Shared categories

Monte Carlo Correlation Risk Metrics Screeners

MarketXLS adds

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

Portfolio Visualizer keeps to itself

Backtesting
Factor Exposure
Performance Attribution
ETF Screeners

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View MarketXLS profile

Qfinr

50% overlap

Qfinr overlaps on Backtesting, Screeners, and ETF Screeners, adds Portfolio, Watchlist, and Scenario & Stress Tests coverage while matching Portfolio Visualizer.

Shared categories

Backtesting Screeners ETF Screeners Quant

Qfinr adds

Portfolio
Watchlist
Scenario & Stress Tests
Stock Ideas

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Qfinr profile

Reflexivity

40% overlap

Reflexivity overlaps on Backtesting, Performance Attribution, and Screeners, adds Scenario & Stress Tests, Portfolio, and Alerts coverage while matching Portfolio Visualizer.

Shared categories

Backtesting Performance Attribution Screeners Quant

Reflexivity adds

Scenario & Stress Tests
Portfolio
Alerts
News

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Reflexivity profile

Testfol.io

80% overlap

Testfol.io overlaps on Backtesting, Correlation, and Risk Metrics, adds Compounding Calculator coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Backtesting Correlation Risk Metrics Quant

Testfol.io adds

Compounding Calculator

Portfolio Visualizer keeps to itself

Monte Carlo
Factor Exposure
Performance Attribution
Screeners

Shared platforms

Web

Shared pricing

Free

Open full comparison View Testfol.io profile

ChartMill

30% overlap

Hands-on review

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

Shared categories

Backtesting Screeners Data Visualizations

ChartMill adds

Stock Ideas
Watchlist
Alerts
News

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ChartMill profile

ETF Research Center

30% overlap

Hands-on review

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

Shared categories

Backtesting ETF Screeners Data Visualizations

ETF Research Center adds

ETF Comparison
ETF Overview
ETF Performance
ETF Fundamentals

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ETF Research Center profile

FT Markets (Markets data - Financial Times)

30% overlap

Hands-on review

FT Markets (Markets data - Financial Times) overlaps on Screeners, ETF Screeners, and Data Visualizations, adds Portfolio, Watchlist, and Alerts coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Screeners ETF Screeners Data Visualizations

FT Markets (Markets data - Financial Times) adds

Portfolio
Watchlist
Alerts
Compounding Calculator

Portfolio Visualizer keeps to itself

Backtesting
Monte Carlo
Correlation
Risk Metrics

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FT Markets (Markets data - Financial Times) profile

GuruFocus

30% overlap

Editor’s pick

Hands-on review

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

Shared categories

Backtesting Screeners Data Visualizations

GuruFocus adds

Stock Ideas
Stock Comparison
Portfolio
Investor Holdings

Portfolio Visualizer keeps to itself

Monte Carlo
Correlation
Risk Metrics
Factor Exposure

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View GuruFocus profile

ORTEX

30% overlap

Hands-on review

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

Shared categories

Screeners Quant Data Visualizations

ORTEX adds

Short Interest
Insider Data
Index Rebalancing
Money Flow

Portfolio Visualizer keeps to itself

Backtesting
Monte Carlo
Correlation
Risk Metrics

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ORTEX profile

Stock Analysis

30% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Screeners, ETF Screeners, and Data Visualizations, adds Stock Ideas, Top Analysts, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio Visualizer.

Shared categories

Screeners ETF Screeners Data Visualizations

Stock Analysis adds

Stock Ideas
Top Analysts
Stock Comparison
ETF Comparison

Portfolio Visualizer keeps to itself

Backtesting
Monte Carlo
Correlation
Risk Metrics

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Stock Analysis 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.