OptionCharts vs Portfolio Visualizer comparison

OptionCharts focuses on Data Visualizations, Options & Derivatives, and Watchlist while Portfolio Visualizer specializes in Backtesting, Monte Carlo, and Correlation. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Good news—both OptionCharts and Portfolio Visualizer offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose OptionCharts if you need Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., and Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution.. Go with Portfolio Visualizer if Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility. better fits how you invest.

Both cover Stocks, and ETFs. OptionCharts also includes Options. Portfolio Visualizer adds coverage for Mutual Funds, and Funds.

OptionCharts offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Both OptionCharts and Portfolio Visualizer include stock screeners. Try each to see which filtering options and interface you prefer.