VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View AmiBrokerView Portfolio VisualizerBack to Home

Head-to-head

AmiBroker vs Portfolio Visualizer comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

AmiBroker adds Screeners, APIs & SDKs, and Auto-Trading & Bots coverage that Portfolio Visualizer skips.

Portfolio Visualizer includes Factor Exposure categories that AmiBroker omits.

AmiBroker highlights: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..

Portfolio Visualizer is known for: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

Portfolio Visualizer keeps a free entry point that AmiBroker lacks.

AmiBroker logo

AmiBroker

amibroker.com

Windows desktop platform for technical/system research with a fast AFL scripting language, portfolio‑level backtester, walk‑forward testing, Monte Carlo, and extensive optimization. Real‑time capability and instrument coverage depend on the data plug‑ins you use (e.g., IQFeed, eSignal, Interactive Brokers, Norgate Data). Auto‑trading to IB is available via the official interface. Licenses are perpetual with 24 months of updates.

Platforms

Desktop

Pricing

One-time

Quick highlights

  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.
  • Exploration/Scanner to build custom screeners and reports via AFL.

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Portfolio Visualizer logo

Portfolio Visualizer

portfoliovisualizer.com

Hands-on review

Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
  • Correlation analysis at the asset or asset-class level via heatmaps and matrices.

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Quant, Backtesting, and Data Visualizations plus 3 more areas.

Where they differ

AmiBroker

Distinct strengths include:

Screeners
APIs & SDKs
Auto-Trading & Bots
  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.

Portfolio Visualizer

Distinct strengths include:

Factor Exposure
  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.

Feature-by-feature breakdown

AttributeAmiBrokerPortfolio Visualizer
Categories

Which research workflows each platform targets

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

Unique: Screeners, APIs & SDKs, Auto-Trading & Bots

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

Unique: Factor Exposure

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Futures, Currencies

Stocks, ETFs, Mutual Funds, Bonds, Commodities

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Desktop

Web

Pricing

High-level pricing models

One-time

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore.
  • Walk‑forward testing integrated with optimization; in/out‑of‑sample stats.
  • Monte Carlo simulation (custom metrics can drive optimization/WF objective).
  • Very fast multi‑threaded optimization with 3D optimization surface visualization.
  • Exploration/Scanner to build custom screeners and reports via AFL.
  • Rich AFL scripting language for indicators, scans, backtests, and custom metrics; visual debugger.

Unique

  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
  • Correlation analysis at the asset or asset-class level via heatmaps and matrices.
  • Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do AmiBroker and Portfolio Visualizer both support?

Both platforms cover Quant, Backtesting, Data Visualizations, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Portfolio Visualizer offers a free entry point, while AmiBroker requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access AmiBroker and Portfolio Visualizer?

Both AmiBroker and Portfolio Visualizer prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

AmiBroker differentiates itself with Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)., whereas Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.