VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing OpenInsider and Portfolio Visualizer will find that Both OpenInsider and Portfolio Visualizer concentrate on Data Visualizations workflows, making them natural alternatives for similar investment research jobs. OpenInsider leans into Screeners, Insider Data, and Regulatory Filings Monitoring, which can be decisive for teams that need depth over breadth. Portfolio Visualizer stands out with Quant, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown) that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
OpenInsider vs Portfolio Visualizer
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- OpenInsider adds Screeners, Insider Data, and Regulatory Filings Monitoring coverage that Portfolio Visualizer skips.
- Portfolio Visualizer includes Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, and Correlation categories that OpenInsider omits.
- OpenInsider highlights: Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment..
- 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..
OpenInsider
openinsider.com
Free web-based screener for U.S. SEC Form 4 filings, tracking insider buys and sells in real time. Data is sourced directly from SEC.gov and refreshed between 6:00 and 22:00 ET on U.S. business days.
Platforms
Pricing
Quick highlights
- Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
- Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
- Aggregate Buy–Sell charts to visualize overall insider sentiment.
- Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
- Ability to drill down by sector, industry, ticker, or individual insider profile.
Portfolio Visualizer
portfoliovisualizer.com
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
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
OpenInsider
Distinct strengths include:
- Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
- Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
- Aggregate Buy–Sell charts to visualize overall insider sentiment.
- Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
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 | OpenInsider | Portfolio Visualizer |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Screeners, Insider Data, Regulatory Filings Monitoring | Shared: Data Visualizations Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, Correlation |
Asset types Supported asset classes and universes | Stocks | 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 | Web |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do OpenInsider 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 OpenInsider and Portfolio Visualizer require subscriptions?
Both OpenInsider and Portfolio Visualizer keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access OpenInsider and Portfolio Visualizer?
Both OpenInsider 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?
OpenInsider differentiates itself with Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment., 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..
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.