VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, October 29, 2025

Tool Comparison

ETF Research Center vs Portfolio Visualizer comparison

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

Quick takeaways

ETF Research Center adds ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, Portfolio, and Watchlist coverage that Portfolio Visualizer skips.

Portfolio Visualizer includes Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and Correlation categories that ETF Research Center omits.

In depth comparison

ETF Research Center

etfrc.com

Hands-on review

ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.

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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

FreeSubscription

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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Where they differ

ETF Research Center

Distinct strengths include:

ETF Screeners ETF Comparison ETF Overview ETF Performance ETF Fundamentals ETF Valuation ETF Factors ETF Holdings

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

Portfolio Visualizer

Distinct strengths include:

Quant Factor Exposure Risk Metrics (VaR/ES/Drawdown)Monte Carlo Correlation

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

Attribute	ETF Research Center	Portfolio Visualizer
Categories Which research workflows each platform targets	Shared: Backtesting, Data Visualizations Unique: ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, Portfolio, Watchlist	Shared: Backtesting, Data Visualizations Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Correlation
Asset types Supported asset classes and universes	ETFs	Stocks, ETFs, Mutual Funds, Bonds, Commodities
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans). Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers. Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks. Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account. Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions. Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.	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	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do ETF Research Center and Portfolio Visualizer both support?

Both platforms cover Backtesting, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Research Center and Portfolio Visualizer require subscriptions?

Both ETF Research Center and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ETF Research Center and Portfolio Visualizer?

Both ETF Research Center 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?

ETF Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., 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..

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