VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

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Tuesday, January 6, 2026

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Tool Comparison

MarketXLS vs Portfolio Visualizer comparison

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

MarketXLS

marketxls.com

PricingSubscription

PlatformsDesktop, Web

Visit site View full profile

Portfolio Visualizer

portfoliovisualizer.com

PricingFree, Subscription

PlatformsWeb

Hands-on review

Visit site View full profile

Comparison highlights

Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
Overlap: both cover Monte Carlo, Risk Metrics, and Correlation.
Coverage tilt: MarketXLS has 18 categories you won't get in Portfolio Visualizer; Portfolio Visualizer has 4 unique categories.
Pricing: MarketXLS is Subscription; Portfolio Visualizer is Free, Subscription.

Category leaders

Screeners: MarketXLS is tagged for this workflow; Portfolio Visualizer has no category votes yet.
Portfolio: MarketXLS is tagged for this workflow; Portfolio Visualizer has no category votes yet.
Watchlist: MarketXLS is tagged for this workflow; Portfolio Visualizer has no category votes yet.
Data Visualizations: Portfolio Visualizer is tagged for this workflow; MarketXLS has no category votes yet.

Vote sentiment comparison

Cumulative positive vote share. Loading fresh totals...

MarketXLSPortfolio Visualizer

Side-by-side metrics

Attribute	MarketXLS	Portfolio Visualizer
Asset types Supported asset classes and universes	Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, 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	Desktop, Web	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Coverage overlap

Shared categories

Categories where both tools offer overlapping coverage.

Monte Carlo Risk Metrics Correlation

MarketXLS strengths

Categories covered by MarketXLS but not Portfolio Visualizer.

Sheets / Excel Add-ins Broker Connectors Screeners Options & Derivatives Options Options P&L Portfolio Watchlist Financials ETF Overview ETF Holdings ETF Fundamentals Which ETF includes this Stock?Interest Rates Unemployment Rates Inflation Rates GDP Blogs

Portfolio Visualizer strengths

Categories covered by Portfolio Visualizer but not MarketXLS.

Data Visualizations Quant Factor Exposure Backtesting

Frequently Asked Questions

Which workflows do MarketXLS and Portfolio Visualizer both support?

Both platforms cover Monte Carlo, Risk Metrics, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Portfolio Visualizer offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access MarketXLS and Portfolio Visualizer?

Both MarketXLS 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?

MarketXLS differentiates itself with Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., 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..

Other tools you might like

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.