VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Portfolio VisualizerView Portfolio123Back to Home

Head-to-head

Portfolio Visualizer vs Portfolio123 comparison

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

Quick takeaways

Portfolio Visualizer adds Factor Exposure, Risk Metrics (VaR/ES/Drawdown), and Monte Carlo coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Portfolio, Calendar, APIs & SDKs, Data APIs, and Broker Connectors categories that Portfolio Visualizer omits.

Portfolio Visualizer 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., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

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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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Data Visualizations, Quant, and Backtesting plus 1 more area.

Where they differ

Portfolio Visualizer

Distinct strengths include:

Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
  • 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.

Portfolio123

Distinct strengths include:

Screeners
Portfolio
Calendar
APIs & SDKs
Data APIs
Broker Connectors
  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

Feature-by-feature breakdown

AttributePortfolio VisualizerPortfolio123
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Quant, Backtesting, Correlation

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

Shared: Data Visualizations, Quant, Backtesting, Correlation

Unique: Screeners, Portfolio, Calendar, APIs & SDKs, Data APIs, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Bonds, Commodities

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Desktop, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Portfolio Visualizer and Portfolio123 both support?

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

Do Portfolio Visualizer and Portfolio123 require subscriptions?

Both Portfolio Visualizer and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Portfolio Visualizer and Portfolio123?

Both Portfolio Visualizer and Portfolio123 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?

Portfolio Visualizer differentiates itself with 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., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.