VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View MarketWatchView Portfolio VisualizerBack to Home

Head-to-head

MarketWatch vs Portfolio Visualizer comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

MarketWatch adds News, Alerts, Calendar, Screeners, Watchlist, Paper Trading, Financials, Options, ETF Overview, ETF Holdings, Analyst Price Targets, Insider Data, Short Interest, Interest Rates, Yield Curves, IPO, and Newsletters coverage that Portfolio Visualizer skips.

Portfolio Visualizer includes Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, and Correlation categories that MarketWatch omits.

MarketWatch highlights: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..

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..

MarketWatch ships a mobile app. Portfolio Visualizer is web/desktop only.

MarketWatch logo

MarketWatch

marketwatch.com

Hands-on review

A global financial-news portal from Dow Jones that combines market data, news, analysis, and investor tools. Real-time Nasdaq last-sale quotes are included, while most other intraday prices run on a standard 15-minute delay. Premium newsletters and in-depth articles are gated behind a subscription. Mobile apps extend the experience with push alerts and watchlist syncing.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools.
  • Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts.
  • Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates.
  • BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
  • Options coverage with full chains per symbol and an expiration calendar.

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Portfolio Visualizer logo

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.

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.

Community votes (overall)

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

MarketWatch

Distinct strengths include:

News
Alerts
Calendar
Screeners
Watchlist
Paper Trading
Financials
Options
  • Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools.
  • Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts.
  • Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates.
  • BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.

Portfolio Visualizer

Distinct strengths include:

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Backtesting
Correlation
  • 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

AttributeMarketWatchPortfolio Visualizer
Categories

Which research workflows each platform targets

Shared: Data Visualizations

Unique: News, Alerts, Calendar, Screeners, Watchlist, Paper Trading, Financials, Options, ETF Overview, ETF Holdings, Analyst Price Targets, Insider Data, Short Interest, Interest Rates, Yield Curves, IPO, Newsletters

Shared: Data Visualizations

Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, Correlation

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds

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, Mobile

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools.
  • Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts.
  • Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates.
  • BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
  • Options coverage with full chains per symbol and an expiration calendar.
  • ETF and mutual fund research, including top holdings for flagship funds like SPY and a comparison tool for side-by-side analysis.

Unique

  • 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.
  • Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do MarketWatch and Portfolio Visualizer both support?

Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do MarketWatch and Portfolio Visualizer require subscriptions?

Both MarketWatch and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

MarketWatch ships a dedicated mobile experience, while Portfolio Visualizer focuses on web or desktop access.

What unique strengths set the two platforms apart?

MarketWatch differentiates itself with Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., 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.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.