VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

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Tool Comparison

Portfolio Visualizer vs PortfoliosLab comparison

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

Quick takeaways

Portfolio Visualizer adds Monte Carlo coverage that PortfoliosLab skips.

PortfoliosLab includes Portfolio, Watchlist, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Data APIs, and APIs & SDKs categories that Portfolio Visualizer omits.

In depth comparison

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

FreeSubscription

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.

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PortfoliosLab

portfolioslab.com

Web-based portfolio analytics platform for stocks, ETFs, mutual funds and crypto, focused on backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers limited holdings, calculations and history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics and import/“bring your own data”; Enterprise adds API/data-feed integration and white-label reporting.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).

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Where they differ

Portfolio Visualizer

Distinct strengths include:

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.

PortfoliosLab

Distinct strengths include:

Portfolio Watchlist Stock Comparison ETF Comparison Screeners ETF Screeners Data APIs APIs & SDKs

Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.

Feature-by-feature breakdown

Attribute	Portfolio Visualizer	PortfoliosLab
Categories Which research workflows each platform targets	Shared: Data Visualizations, Quant, Factor Exposure, Risk Metrics, Backtesting, Correlation Unique: Monte Carlo	Shared: Data Visualizations, Quant, Factor Exposure, Risk Metrics, Backtesting, Correlation Unique: Portfolio, Watchlist, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Data APIs, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities	Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, 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 Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models). Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data). Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily. Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers). Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Portfolio Visualizer and PortfoliosLab both support?

Both platforms cover Data Visualizations, Quant, Factor Exposure, Risk Metrics, 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 PortfoliosLab require subscriptions?

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

How can you access Portfolio Visualizer and PortfoliosLab?

Both Portfolio Visualizer and PortfoliosLab 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 PortfoliosLab stands out for Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..

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