Tool Comparison
FactorsToday vs Portfolio Visualizer
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, stock comparison, and scenario & stress tests.
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo and ETF screeners.
- You're newer to investing and want something approachable
Start here
FactorsToday
Free · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, stock comparison, and scenario & stress tests.
Pick Portfolio Visualizer instead if
Portfolio Visualizer
Free • From $360/yr · Web
- You want monte carlo and ETF screeners.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FactorsToday and Portfolio Visualizer cover a lot of the same ground (8 shared categories, including quant, data visualizations, and factor exposure), so for the basics you won't go far wrong with either. FactorsToday simply does more: 13 categories to Portfolio Visualizer's 10, including screeners, stock comparison, and scenario & stress tests. Portfolio Visualizer counters by keeping things simpler.
What readers say
FactorsToday
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Portfolio Visualizer
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Key differences at a glance
- Real-time data
- FactorsToday
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- FactorsToday13 vs 10 categories
- API access
- FactorsToday
- Beginner friendly
- Portfolio Visualizer
- Free plan
- Both
What FactorsToday does best
- Factor dashboards report intraday and multi-period returns, z-scores, pair relationships, correlations, seasonality, and valuations.
- Stock pages use ElasticNet regression with cross-validation to estimate exposures across four nested models.
- Portfolio analysis accepts holdings, compares exposures with a benchmark, and applies user-defined factor-return scenarios.
- Performance attribution applies rolling ordinary-least-squares regressions to uploaded or pasted returns and exports results to Excel.
- The factor builder searches for stocks matching target exposures and displays simulated historical results.
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 | Current public access: api: 10 requests/second/IP and Current public access: access policy: No long-term free-access commitment published | 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 | Yes | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts and Quants/Developers | — |
Categories covered | 13 | 10 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD and Minute +1 more | — |
Capabilities | 7 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +5 more | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit FactorsToday | Visit Portfolio Visualizer |
Standout features
The best features of FactorsToday and Portfolio Visualizer.ShowHide
Standout features
What FactorsToday does best
- Factor dashboards report intraday and multi-period returns, z-scores, pair relationships, correlations, seasonality, and valuations.
- Stock pages use ElasticNet regression with cross-validation to estimate exposures across four nested models.
- Portfolio analysis accepts holdings, compares exposures with a benchmark, and applies user-defined factor-return scenarios.
- Performance attribution applies rolling ordinary-least-squares regressions to uploaded or pasted returns and exports results to Excel.
- The factor builder searches for stocks matching target exposures and displays simulated historical results.
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 FactorsToday and Portfolio Visualizer.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End Funds | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | AnalystsQuants/Developers | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EODMinute | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: None600 req/minDocs | Not specified |
Import methods | CSVManual | CSVManual |
Export formats | CSVExcelJSON | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposureCorrelation | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | FactorsToday (operated by Lukasz R. Tomicki)Country: USSupport: Email | 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“Current public access”api: 10 requests/second/IP · access policy: No long-term free-access commitment published | 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 FactorsToday and Portfolio Visualizer?
FactorsToday leans toward screeners, quant, and data visualizations, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do FactorsToday and Portfolio Visualizer cost?
Good news: both FactorsToday 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: FactorsToday or Portfolio Visualizer?
Portfolio Visualizer is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does FactorsToday or Portfolio Visualizer have an API?
FactorsToday has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose FactorsToday or Portfolio Visualizer?
It depends on what you're after. Pick FactorsToday if screeners and stock comparison matter to you; go with Portfolio Visualizer if you'd rather have monte carlo and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do FactorsToday and Portfolio Visualizer cover?
Both cover stocks, ETFs, and mutual funds. FactorsToday also handles closed-end funds. Portfolio Visualizer adds funds on top.
Does FactorsToday or Portfolio Visualizer have real-time data?
FactorsToday offers real-time data, which matters if you trade actively. Portfolio Visualizer runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from FactorsToday and Portfolio Visualizer?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Which has a better stock screener: FactorsToday or Portfolio Visualizer?
Both FactorsToday and Portfolio Visualizer include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with FactorsToday or Portfolio Visualizer?
FactorsToday handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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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.