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.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Friday, October 17, 2025
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, PortfoliosLab, and Portfolio123 keep freemium tiers so you can benchmark Portfolio Visualizer without committing budget.
Portfolio Visualizer rivals most often add coverage in Portfolio, Screeners, and Watchlist, so focus there when evaluating upgrades.
24
Matchups catalogued
20
Include free tiers
5
Offer mobile access
45%
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 Visualizations19
- Backtesting15
- Correlation12
- Quant9
- Risk Metrics (VaR/ES/Drawdown)9
- Monte Carlo5
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Portfolio Visualizer.
- Portfolio16
- Screeners14
- Watchlist11
- APIs & SDKs9
- Data APIs9
- ETF Overview9
Where Portfolio Visualizer stands alone
Categories that remain exclusive to Portfolio Visualizer across these matchups.
- Factor Exposure23
- Monte Carlo19
- Quant15
- Risk Metrics (VaR/ES/Drawdown)15
- Correlation12
- Backtesting9
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
okama adds
- Portfolio
- Data APIs
- ETF Performance
- Inflation Rates
Portfolio Visualizer keeps to itself
- Factor Exposure
Shared platforms
Web
Shared pricing
Free
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
AmiBroker adds
- Screeners
- APIs & SDKs
- Auto-Trading & Bots
Portfolio Visualizer keeps to itself
- Factor Exposure
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.
PortfoliosLab adds
- Screeners
- ETF Screeners
- Portfolio
- Watchlist
Portfolio Visualizer keeps to itself
- Data Visualizations
- Monte Carlo
Shared platforms
Web
Shared pricing
Free
Subscription
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.
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
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
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
Free
Subscription
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.
FX Replay adds
- Paper Trading
- Calendar
Portfolio Visualizer keeps to itself
- Quant
- Factor Exposure
- Correlation
Shared platforms
Web
Shared pricing
Free
Subscription
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
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
Free
Subscription
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
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
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
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
Free
Subscription
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
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
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
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
Free
Subscription
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
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
Free
Subscription
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
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
Free
Subscription
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
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
Free
Subscription
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
Portseido adds
- Portfolio
- Dividend
Portfolio Visualizer keeps to itself
- Quant
- Factor Exposure
- Monte Carlo
- Backtesting
Shared platforms
Web
Shared pricing
Free
Subscription
TradingView
29% overlap
Editor’s pick
Hands-on review
TradingView overlaps on Data Visualizations and Backtesting, adds Screeners, ETF Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching Portfolio Visualizer.
Shared categories
TradingView adds
- Screeners
- ETF Screeners
- Stock Ideas
- Options & Derivatives
Portfolio Visualizer keeps to itself
- Quant
- Factor Exposure
- Risk Metrics (VaR/ES/Drawdown)
- Monte Carlo
Shared platforms
Web
Shared pricing
Free
Subscription
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
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
Free
Subscription
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
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
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
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
Free
Subscription
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
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
Free
Subscription
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
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
Free
Subscription
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
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
Free
Subscription
Tradervue
40% overlap
Tradervue overlaps on Data Visualizations and Risk Metrics (VaR/ES/Drawdown), adds Portfolio, APIs & SDKs, and Broker Connectors coverage, keeps a free plan on the table while matching Portfolio Visualizer.
Shared categories
Tradervue adds
- Portfolio
- APIs & SDKs
- Broker Connectors
Portfolio Visualizer keeps to itself
- Quant
- Factor Exposure
- Monte Carlo
- Backtesting
Shared platforms
Web
Shared pricing
Free
Subscription
MarketInOut
29% overlap
MarketInOut overlaps on Backtesting and Correlation, adds Screeners, Watchlist, and Portfolio coverage, keeps a free plan on the table while matching Portfolio Visualizer.
Shared categories
MarketInOut adds
- Screeners
- Watchlist
- Portfolio
- Alerts
Portfolio Visualizer keeps to itself
- Data Visualizations
- Quant
- Factor Exposure
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
Free
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.