★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MacroMicro vs Portfolio Visualizer
Pick MacroMicro if
MacroMicro
Free • From $20/mo · Web · API
- You want the cheaper way in: plans start at $20/mo instead of $30/mo
- You want an API so you can script or automate things
- You care about ETF comparison, which ETF includes this stock?, and calendar, 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 MacroMicro 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
MacroMicro and Portfolio Visualizer cover a lot of the same ground (5 shared categories, including data visualizations, ETF screeners, and backtesting), so for the basics you won't go far wrong with either. MacroMicro simply does more: 14 categories to Portfolio Visualizer's 11, including ETF comparison, which ETF includes this stock?, and calendar. Portfolio Visualizer counters by keeping things simpler.
What readers say
MacroMicro
Vote once to reveal the community verdict.
Portfolio Visualizer
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- MacroMicro$20/mo vs $30/mo
- Broader coverage
- MacroMicro14 vs 11 categories
- API access
- MacroMicro
- 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 $20/mo | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | — | 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 | — |
Integrations | Google Calendar and Apple Calendar | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 14 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 7 signals: Universe builder, Factor exposure +5 more |
| Try it | Visit MacroMicro | Visit Portfolio Visualizer |
Where each one shines
What MacroMicro and Portfolio Visualizer each do best.ShowHide
Where each one shines
What MacroMicro and Portfolio Visualizer each do best.What MacroMicro does best
- Tools for exploring a global macro and market database with 40M+ data points, 100+ countries, and coverage across stocks, ETFs, bonds, commodities, currencies, and crypto.
- Macro charts and economic-cycle visualizations to monitor growth, inflation, rates, liquidity, commodities, credit, and cross-asset regimes.
- ETF screening, comparison, and reverse lookup, including tools for finding which ETFs include a given stock.
- The toolbox for arithmetic operators, analytical templates, correlation charts, and basic quantitative backtesting.
- Tracking key dates with the Economic Calendar, including Google and Apple Calendar sync for annual-plan subscribers.
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 MacroMicro and Portfolio Visualizer, side by side.ShowHide
Every detail we compared
Every tracked attribute for MacroMicro and Portfolio Visualizer, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrenciesCryptos | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Google CalendarApple Calendar | Not specified |
Export formats | CSV | ExcelCSVPDF |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builderCorrelationAI summaries: Transcripts | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | MacroMicroCountry: TaiwanSupport: Email | SRL Global Ltd.Country: United Kingdom |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | Free | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... |
| Entry paid plan | $20/mo“MM PRO” | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Tier 2 | $25/mo“MM Prime” | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Tier 3 | $28/mo“MM Max” | — |
| Tier 4 | $500/mo“MM Business” | — |
| Top plan | Subscription“API Essential” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between MacroMicro and Portfolio Visualizer?
MacroMicro leans toward data visualizations, ETF screeners, and ETF 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 MacroMicro and Portfolio Visualizer cost?
Good news: both MacroMicro and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Does MacroMicro or Portfolio Visualizer have an API?
MacroMicro has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose MacroMicro or Portfolio Visualizer?
It depends on what you're after. Pick MacroMicro if ETF comparison and which ETF includes this stock? 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 MacroMicro and Portfolio Visualizer cover?
Both cover stocks and ETFs. MacroMicro also handles bonds, commodities, and currencies. Portfolio Visualizer adds mutual funds and funds on top.
Can I export data from MacroMicro and Portfolio Visualizer?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: MacroMicro or Portfolio Visualizer?
Both MacroMicro and Portfolio Visualizer include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.