VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Portfolio Visualizer and Portseido will find that Both Portfolio Visualizer and Portseido concentrate on Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) workflows, making them natural alternatives for similar investment research jobs. Portfolio Visualizer leans into Quant, Factor Exposure, and Monte Carlo, which can be decisive for teams that need depth over breadth. Portseido stands out with Portfolio, and Dividend 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
Portfolio Visualizer vs Portseido
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Portfolio Visualizer adds Quant, Factor Exposure, Monte Carlo, Backtesting, and Correlation coverage that Portseido skips.
- Portseido includes Portfolio, and Dividend 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..
- Portseido is known for: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- Portseido offers mobile access, which Portfolio Visualizer skips.
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.
Portseido
portseido.com
Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.
Platforms
Pricing
Quick highlights
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
- Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
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
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.
Portseido
Distinct strengths include:
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Feature-by-feature breakdown
| Attribute | Portfolio Visualizer | Portseido |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Risk Metrics (VaR/ES/Drawdown) Unique: Quant, Factor Exposure, Monte Carlo, Backtesting, Correlation | Shared: Data Visualizations, Risk Metrics (VaR/ES/Drawdown) Unique: Portfolio, Dividend |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | 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 | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Portfolio Visualizer and Portseido both support?
Both platforms cover Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Portfolio Visualizer and Portseido require subscriptions?
Both Portfolio Visualizer and Portseido keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Portseido ships a dedicated mobile experience, while Portfolio Visualizer focuses on web or desktop access.
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 Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
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.