Tool Comparison
FINVIZ vs Portfolio Visualizer
Pick FINVIZ if
FINVIZ
Free • From $299.50/yr, billed annually · Web
- You want a lower paid starting price: $299.50/yr, billed annually instead of $360/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
- You want screeners, stock comparison, and portfolio.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr, billed annually · Web
- You want backtesting, monte carlo, and risk metrics.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FINVIZ and Portfolio Visualizer cover a lot of the same ground (3 shared categories, ETF screeners, data visualizations, and correlation), so for the basics you won't go far wrong with either. FINVIZ simply does more: 15 categories to Portfolio Visualizer's 10, including screeners, stock comparison, and portfolio. Portfolio Visualizer counters by keeping things simpler.
What readers say
FINVIZ
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Portfolio Visualizer
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Key differences at a glance
- Cheaper paid plan
- FINVIZ$299.50/yr, billed annually vs $360/yr, billed annually
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- FINVIZ15 vs 10 categories
- Real-time data
- FINVIZ
- Free plan
- Both
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $299.50/yr, billed annually | Free • From $360/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 16 limits: Free: screener presets: Limited; current public pricing does not state the Free cap, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +14 more | 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 |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 15 | 10 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Capabilities | Universe builder and Correlation | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit FINVIZ | Visit Portfolio Visualizer |
Standout features
The best features of FINVIZ and Portfolio Visualizer.ShowHide
Standout features
What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Saved screener presets with table, chart and snapshot result views.
- Quote pages support ticker-level research with links to financials, charts, news, insider trades, filings, options, short interest, and peer comparisons.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
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 FINVIZ and Portfolio Visualizer.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term Investors | Not specified |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Export formats | Excel | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | Universe builderCorrelation | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | Support: 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 | Freescreener presets: Limited; current public pricing does not state the Free cap · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +4 more | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... |
| Entry paid plan | $299.50/yrBilled annually≈ $24.96/mo“Elite annual”screener presets: Unlimited · portfolios: 100 · +2 more | $360/yrBilled annually≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | $39.50/moBilled monthly“Elite monthly”screener presets: Unlimited · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +4 more | $660/yrBilled annually≈ $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 FINVIZ and Portfolio Visualizer?
FINVIZ leans toward screeners, ETF screeners, and stock comparison, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do FINVIZ and Portfolio Visualizer cost?
Good news: both FINVIZ and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose FINVIZ or Portfolio Visualizer?
It depends on what you're after. Pick FINVIZ if screeners and stock comparison matter to you; go with Portfolio Visualizer if you'd rather have backtesting and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do FINVIZ and Portfolio Visualizer cover?
Both cover stocks and ETFs. FINVIZ also handles options. Portfolio Visualizer adds mutual funds and funds on top.
Does FINVIZ or Portfolio Visualizer have real-time data?
FINVIZ 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 FINVIZ and Portfolio Visualizer?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Is FINVIZ or Portfolio Visualizer better for day trading?
FINVIZ is the one positioned more for active traders. Portfolio Visualizer is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: FINVIZ or Portfolio Visualizer?
Both FINVIZ 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 FINVIZ or Portfolio Visualizer?
FINVIZ 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.