VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Curvo Backtest checked September 30, 2026 · Portfolio Visualizer checked September 24, 2026
Tool Comparison
Curvo Backtest vs Portfolio Visualizer
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want portfolio.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want factor exposure, performance attribution, and ETF screeners.
- You've outgrown the basics and want pro-level depth
Pick Curvo Backtest instead if
Curvo Backtest
Free · Web
- You want portfolio.
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Portfolio Visualizer
Free • From $360/yr · Web
- You want factor exposure, performance attribution, and ETF screeners.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Curvo Backtest and Portfolio Visualizer cover a lot of the same ground (5 shared categories, including backtesting, risk metrics, and monte carlo), so for the basics you won't go far wrong with either. Portfolio Visualizer simply does more: 10 categories to Curvo Backtest's 6, including factor exposure, performance attribution, and ETF screeners. Curvo Backtest counters by being completely free.
What readers say
Curvo Backtest
No votes yet. Cast the first one.
Portfolio Visualizer
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Key differences at a glance
- Asset coverage
- Portfolio VisualizerAdds stocks and funds
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Portfolio Visualizer10 vs 6 categories
- Free plan
- Both
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current... +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Index/Passive Investors and Long-term Investors | — |
Categories covered | 6 | 10 |
Regions | Europe | — |
| Data & capabilities | ||
Data quality | Adjustments: TotalReturn and Pricing: Model | — |
Capabilities | Monte Carlo and Rebalancing | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit Curvo Backtest | Visit Portfolio Visualizer |
Standout features
The best features of Curvo Backtest and Portfolio Visualizer.ShowHide
Standout features
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
All details
Every attribute we track for Curvo Backtest and Portfolio Visualizer.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual Funds | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Index/Passive InvestorsLong-term Investors | Not specified |
Regions | Europe | Not specified |
Coverage details | Identifiers: ISIN and Ticker | Identifiers: Ticker |
| Data | ||
Pricing sources | Model | Not specified |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Export formats | Not specified | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | Monte CarloRebalancing | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | Not specified | SRL Global Ltd.Country: United Kingdom |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... |
| Entry paid plan | — | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | — | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Curvo Backtest and Portfolio Visualizer?
Curvo Backtest leans toward backtesting, portfolio, and risk metrics, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Curvo Backtest and Portfolio Visualizer cost?
Good news: both Curvo Backtest and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Curvo Backtest or Portfolio Visualizer?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose Curvo Backtest or Portfolio Visualizer?
It depends on what you're after. Pick Curvo Backtest if portfolio matter to you; go with Portfolio Visualizer if you'd rather have factor exposure and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Curvo Backtest and Portfolio Visualizer cover?
Both cover ETFs and mutual funds. Portfolio Visualizer adds stocks and funds on top.
Can I export data from Curvo Backtest and Portfolio Visualizer?
Portfolio Visualizer exports to Excel and CSV. Curvo Backtest is stingier about getting data out.
Which has a better stock screener: Curvo Backtest or Portfolio Visualizer?
Portfolio Visualizer has a stock screener for surfacing ideas; Curvo Backtest doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Curvo Backtest or Portfolio Visualizer?
Curvo Backtest handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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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.