Tool Comparison
Portfolio Visualizer vs PortfoliosLab
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr, billed annually · Web
Monthly-equivalent prices are billed annually. Paid plans advertise a 14-day trial.
- You want to model contributions and retirement withdrawals.
- You want to test tactical allocation rules or study fund exposures.
- You want paid saved models and research reports.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr, billed annually · Web · API
Monthly and annual commitments differ. History, calculation capacity, and MCP quotas depend on tier.
- You want to compare portfolio history and risk against benchmarks.
- You want asset screens alongside correlation and allocation tools.
- You want to evaluate paid custom-data imports and exports.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
If your question is how an allocation might support future contributions or withdrawals, explore Portfolio Visualizer's scenario tools. If you want to compare holdings, drawdowns, and correlations in one research routine, explore PortfoliosLab. Use historical results to examine assumptions, not as a forecast.
What readers say
Portfolio Visualizer
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PortfoliosLab
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Key differences at a glance
- Withdrawal scenarios
- Portfolio VisualizerMonte Carlo contributions and withdrawals
- Asset discovery
- PortfoliosLabScreens beside portfolio analysis
- Historical allocation tests
- BothPortfolio rules and rebalancing
- Risk comparisons
- BothDrawdowns, correlations, and return measures
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $360/yr, billed annually | Free • From $100/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | Free: 15 assets and restricted history | Free: 10 calculations/month; 5-year history |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | Manual inputs and eligible paid imports | Paid imports and exports; capped MCP access |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Allocation and withdrawal scenarios | Portfolio risk and asset comparisons |
Categories covered | 10 | 17 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Backtests, scenarios, and factor models | Backtests, risk, correlations, and screens |
| Try it | Visit Portfolio Visualizer | Visit PortfoliosLab |
Standout features
The best features of Portfolio Visualizer and PortfoliosLab.ShowHide
Standout features
What Portfolio Visualizer does best
Monte Carlo scenarios
Model portfolio growth, contributions, and withdrawals.
Allocation backtests
Compare assets, weights, and historical portfolio rules.
Tactical models
Test momentum and moving-average allocation switches.
Factor and fund analysis
Study exposures, attribution, correlations, ETFs, and mutual funds.
What PortfoliosLab does best
Portfolio backtests
Compare holdings, rebalancing schedules, and benchmarks.
Risk analysis
Compare drawdowns, volatility, loss estimates, and returns relative to risk.
Asset correlations
Compare correlations, alpha, beta, and factor relationships.
Asset screeners
Filter supported stocks, ETFs, and funds with daily recalculation.
All details
Every attribute we track for Portfolio Visualizer and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | CSVManual | ManualCSV |
Integrations | Not specified | MCPChatGPTClaude |
Export formats | ExcelCSVPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | SRL Global Ltd.Country: United Kingdom | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $360/yrBilled annually≈ $30/mo“Basic”max assets per portfolio: 150 · saved portfolio models: 50 · +1 more | $100/yrBilled annually≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $660/yrBilled annually≈ $55/mo“Pro”max assets per portfolio: 150 · saved portfolio models: 150 · +1 more | $250/yrBilled annually≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Top plan | — | $900/yrBilled annually≈ $75/mo“Max”watchlists: 100 · private portfolios: Unlimited · +4 more |
| Free trial | 14 days | — |
Questions we keep getting
Which fits retirement withdrawal research?
Portfolio Visualizer is the more direct fit here: its Monte Carlo scenarios model contributions and withdrawals alongside allocation research. Results depend on assumptions and do not guarantee a retirement outcome.
Can I backtest portfolios with either tool?
Yes. Both support historical portfolio comparisons, including allocation or rebalancing choices. Compare supported assets, history, and calculation allowances for the exact test you want to run.
What are the free-plan limits?
Portfolio Visualizer's reviewed free plan allows up to 15 assets with restricted history. PortfoliosLab's reviewed free plan allows 15 holdings per portfolio, 10 monthly calculations, and five years of history. Paid tiers increase capacity.
Will either sync my brokerage account?
These are portfolio analysis workspaces, not live broker-connected ledgers. Use manual inputs or eligible imports, and keep account reconciliation and tax-lot records in an appropriate accounting tool.
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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.