Tool Comparison
Investing.com vs Portfolio Visualizer
- Paid from
- $18.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, Other
Best if
- You want the cheaper way in: plans start at $18.95/mo instead of $30/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Use code findmymoat
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, monte carlo, and risk metrics.
Pick Investing.com if
Investing.com
Free • From $18.95/mo · Web · Mobile · Other
- You want the cheaper way in: plans start at $18.95/mo instead of $30/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Use code findmymoat
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want backtesting, monte carlo, and risk metrics.
Already use these? The faster win is ranked stock ideas or the free-tools shortlist.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Investing.com and Portfolio Visualizer cover a lot of the same ground (3 shared categories, data visualizations, correlation, and AI research), so for the basics you won't go far wrong with either. Investing.com simply does more: 34 categories to Portfolio Visualizer's 10, including stock ideas, screeners, and stock comparison, plus a mobile app. Portfolio Visualizer counters by keeping things simpler.
What readers say
Investing.com
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Portfolio Visualizer
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Key differences at a glance
- Cheaper paid plan
- Investing.com$18.95/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Investing.com34 vs 10 categories
- Mobile app
- Investing.com
- Real-time data
- Investing.com
- Free plan
- Both
What Investing.com does best
- Monitor global markets across stocks, ETFs, indices, commodities, currencies, crypto, bonds, funds, futures, options, interest rates, and economic indicators.
- The economic calendar for streaming macro events, actual versus forecast data, country and importance filters, time-zone controls, date ranges, and event alerts.
- Tracking watchlists and portfolios across web and mobile with alerts, holdings monitoring, CSV import for watchlists or holdings, and portfolio CSV export.
- Screening for stocks with filters for valuation, growth, dividends, sectors, industries, themes, technicals, risk, returns, price, market cap, and profile data.
- Research coverage for ticker pages with charts, technical indicators, financials, analyst ratings, transcripts, SEC filings, insider trading, earnings, dividends, news, and related investment ideas where available.
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 • From $18.95/mo | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 18 limits: Investing.com Free: public api: Not available, Investing.com Free: data latency: Varies by instrument/source; not all data is real-time +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 | Yes | No |
API access | No | No |
Broker sync | No | — |
Integrations | Investing.com Webmaster Tools / embeddable widgets, RSS feeds +2 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | — |
Categories covered | 34 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Minute and EOD +2 more | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 6 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +4 more | 7 signals: Universe builder, Factor exposure +5 more |
Security | Encryption in transit | — |
| Try it | Visit Investing.com | Visit Portfolio Visualizer |
Standout features
The best features of Investing.com and Portfolio Visualizer.ShowHide
Standout features
What Investing.com does best
- Monitor global markets across stocks, ETFs, indices, commodities, currencies, crypto, bonds, funds, futures, options, interest rates, and economic indicators.
- The economic calendar for streaming macro events, actual versus forecast data, country and importance filters, time-zone controls, date ranges, and event alerts.
- Tracking watchlists and portfolios across web and mobile with alerts, holdings monitoring, CSV import for watchlists or holdings, and portfolio CSV export.
- Screening for stocks with filters for valuation, growth, dividends, sectors, industries, themes, technicals, risk, returns, price, market cap, and profile data.
- Research coverage for ticker pages with charts, technical indicators, financials, analyst ratings, transcripts, SEC filings, insider trading, earnings, dividends, news, and related investment ideas where available.
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 Investing.com and Portfolio Visualizer.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrenciesCryptosClosed-End FundsFunds+4 more | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors+2 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-timeEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Pricing sources | ExchangeOTCVendorModel | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFactSetRefinitivMarket maker CFDsOther financial data providers | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Investing.com Webmaster Tools / embeddable widgetsRSS feedsGoogle Play appApple App Store app | Not specified |
Export formats | CSVXML | ExcelCSVPDF |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Momentum, and GrowthMulti-currencyYield curvesCDS spreadsAI summaries: Transcripts and News | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | Investing.com / Fusion MediaFounded 2007Support: Email and Chat | 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“Investing.com Free”public api: Not available · data latency: Varies by instrument/source; not all data is real-time · +1 more | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... |
| Entry paid plan | $18.95/mo“InvestingPro”warren ai credits: 50/month · us pro picks strategies: 6 · +6 more | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Top plan | $46.95/mo“InvestingPro+”warren ai credits: 500/month · pro picks strategies: 88 · +5 more | $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 Investing.com and Portfolio Visualizer?
Investing.com leans toward stock ideas, 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 Investing.com and Portfolio Visualizer cost?
Good news: both Investing.com and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Investing.com or Portfolio Visualizer on my phone?
Investing.com lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Investing.com or Portfolio Visualizer?
It depends on what you're after. Pick Investing.com if stock ideas and screeners 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 Investing.com and Portfolio Visualizer cover?
Both cover stocks, ETFs, and funds. Investing.com also handles bonds, commodities, and currencies. Portfolio Visualizer adds mutual funds on top.
Does Investing.com or Portfolio Visualizer have real-time data?
Investing.com 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 Investing.com and Portfolio Visualizer?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Is Investing.com or Portfolio Visualizer better for day trading?
Investing.com 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: Investing.com or Portfolio Visualizer?
Both Investing.com 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 Investing.com or Portfolio Visualizer?
Investing.com handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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