★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
FINVIZ vs Portfolio Visualizer
Pick FINVIZ if
FINVIZ
Free • From $299.50/yr · Web
- You want the cheaper way in: plans start at $24.96/mo instead of $30/mo
- Delayed quotes won't cut it; you need real-time data
- You care about stock comparison, portfolio, and news, things Portfolio Visualizer doesn't offer
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You care about monte carlo, risk metrics, and factor exposure, things FINVIZ doesn't offer
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 (5 shared categories, including screeners, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. FINVIZ simply does more: 17 categories to Portfolio Visualizer's 11, including stock comparison, portfolio, and news. Portfolio Visualizer counters by keeping things simpler.
What readers say
FINVIZ
Vote once to reveal the community verdict.
Portfolio Visualizer
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- FINVIZ$24.96/mo vs $30/mo
- Broader coverage
- FINVIZ17 vs 11 categories
- Real-time data
- FINVIZ
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $299.50/yr | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 18 limits: Free: screener presets: 50, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +16 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 | 17 | 11 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: 15-min Delayed and Real-time | — |
Capabilities | Universe builder and Correlation | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit FINVIZ | Visit Portfolio Visualizer |
Where each one shines
What FINVIZ and Portfolio Visualizer each do best.ShowHide
Where each one shines
What FINVIZ and Portfolio Visualizer each do best.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.
- Support for saving screener setups with presets and switch between table, chart, and snapshot-style result views depending on how you research.
- Move from a screen to ticker-level research with quote pages that link financials, charts, news, insider trades, filings, options, short interest, and peer comparison.
- Views for reviewing 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.
Every detail we compared
Every tracked attribute for FINVIZ and Portfolio Visualizer, side by side.ShowHide
Every detail we compared
Every tracked attribute for FINVIZ and Portfolio Visualizer, side by side.| 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 | 15-min DelayedReal-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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freescreener presets: 50 · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +5 more | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... |
| Entry paid plan | $299.50/yr≈ $24.96/mo“Elite (Annual)”screener presets: 200 · portfolios: 100 · +2 more | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | $39.50/mo“Elite (Monthly)”screener presets: 200 · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +5 more | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Free trial | 7 days | 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 5 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 stock comparison and portfolio matter to you; go with Portfolio Visualizer if you'd rather have monte carlo and risk metrics. 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.
Keep researching
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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.