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Portfolio Visualizer

Web-based portfolio analysis and reporting toolset covering backtesting, Monte Carlo simulation, tactical asset allocation, and optimization. The current homepage positions the product around portfolio analysis plus AI-explained insights, but core public tools remain backtesting, optimization, simulation, factor analysis, correlations, and fund analytics. Plan gating: Free tier is limited (e.g., portfolios up to 15 assets, limited history, and no current-year/YTD results). 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. Current pricing remains $30/month Basic and $55/month Pro, billed annually.

PortfoliosLab

Portfolio analytics for stocks, ETFs, mutual funds, funds, crypto, and currencies. Tools cover backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers 1 watchlist, 100 watchlist symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics, AI context export, and custom data imports. Plus and Pro include 10 MCP calls per month in preview. Max includes 3,000 MCP calls per month.

Portfolio Performance

Open-source desktop portfolio tracking + performance analytics tool (TTWROR/IRR), storing data locally (XML; optional binary or AES-256 encrypted .portfolio). Optional mobile companion app is currently read-only; Premium subscription includes dashboards. Optional historical market-data service requires an account. The current release history includes the 0.85 series. The built-in historical-price provider covers European exchanges and major US exchanges.

getquin

getquin tracks portfolios and net worth and includes an investing community. It connects supported brokers and banks, tracks several asset classes, and includes dividend analysis, retirement planning, budgeting, liabilities, insurance, and optional advisory services. getquin premium is an optional in-app subscription. Prices vary by region.

Kubera

Subscription-based, security-focused net worth and portfolio tracker for high-net-worth individuals, founders, expats and advisors. Aggregates thousands of global financial institutions, supports multi-currency and alternatives, offers scenario modelling, beneficiary workflows, advisor white-label, and a first-party API. Nested portfolios, granular access control, and guided onboarding are positioned as Kubera Black / enterprise additions.

Sharesight

Portfolio and dividend tracker for individual investors and advisory firms. It tracks listed and unlisted investments across more than 60 markets, with performance, income, currency, and tax reports. EU plans range from Free to Premium and differ by portfolio, holding, group, and report limits. Business uses per-portfolio pricing for accountants, advisers, and family offices.