MacroMicro adds ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Data APIs, Transcripts, AI Chat, and AI Earnings Summary coverage that Portfolio Visualizer skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
MacroMicro vs Portfolio Visualizer comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Portfolio Visualizer includes Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo categories that MacroMicro omits.
MacroMicro highlights: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
Portfolio Visualizer is known for: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
MacroMicro
macromicro.me
Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.
Categories
Platforms
Web
API
Pricing
Free
Subscription
Quick highlights
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
- U.S. Earnings Database with AI-powered call summaries, available in Max and Business tiers.
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Portfolio Visualizer
portfoliovisualizer.com
Hands-on review
Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
- Correlation analysis at the asset or asset-class level via heatmaps and matrices.
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Overlap
Shared focus areas
3 overlapsMutual strengths include Data Visualizations, Backtesting, and Correlation.
Where they differ
MacroMicro
Distinct strengths include:
ETF Screeners
ETF Comparison
Which ETF includes this Stock?
Calendar
GDP
Inflation Rates
Interest Rates
PMI / ISM
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Portfolio Visualizer
Distinct strengths include:
- Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
- Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
- Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
- Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Feature-by-feature breakdown
| Attribute | MacroMicro | Portfolio Visualizer |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Backtesting, Correlation Unique: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Data APIs, Transcripts, AI Chat, AI Earnings Summary | Shared: Data Visualizations, Backtesting, Correlation Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo |
Asset types Supported asset classes and universes | Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos | Stocks, ETFs, Mutual Funds, Bonds, Commodities |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do MacroMicro and Portfolio Visualizer both support?
Both platforms cover Data Visualizations, Backtesting, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do MacroMicro and Portfolio Visualizer require subscriptions?
Both MacroMicro and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access MacroMicro and Portfolio Visualizer?
Both MacroMicro and Portfolio Visualizer prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
MacroMicro differentiates itself with Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., whereas Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Data Visualizations
See all tools covering this theme.
Backtesting
See all tools covering this theme.
Correlation
See all tools covering this theme.
ETF Screeners
See all tools covering this theme.
ETF Comparison
See all tools covering this theme.
Which ETF includes this Stock?
See all tools covering this theme.
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Overlap: Data APIs, Interest Rates, and GDP.
Data APIsInterest RatesGDP - GuruFocusEditor's pickHands-on review
Overlap: Backtesting, Calendar, and GDP.
BacktestingCalendarGDP - Stock RoverEditor's pickHands-on review
Overlap: ETF Screeners, ETF Comparison, and Data Visualizations.
ETF ScreenersETF ComparisonData Visualizations - FRED (Federal Reserve Economic Data)
Overlap: Data APIs, Calendar, and Data Visualizations.
Data APIsCalendarData Visualizations
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.