Tool Comparison
Portfolio Visualizer vs ProjectionLab
- Paid from
- $360/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want correlation, risk metrics, and factor exposure.
- Paid from
- $129/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want a lower paid starting price: $129/yr, billed annually instead of $360/yr, billed annually
- You want retirement calculator, scenario & stress tests, and capital gains estimator.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr, billed annually · Web
- You want correlation, risk metrics, and factor exposure.
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr, billed annually · Web
- You want a lower paid starting price: $129/yr, billed annually instead of $360/yr, billed annually
- You want retirement calculator, scenario & stress tests, and capital gains estimator.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Visualizer and ProjectionLab cover a lot of the same ground (3 shared categories, backtesting, monte carlo, and data visualizations), so for the basics you won't go far wrong with either. Portfolio Visualizer simply does more: 10 categories to ProjectionLab's 7, including correlation, risk metrics, and factor exposure. ProjectionLab counters by offering a lower paid starting price at $129/yr, billed annually.
What readers say
Portfolio Visualizer
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ProjectionLab
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Key differences at a glance
- Cheaper paid plan
- ProjectionLab$129/yr, billed annually vs $360/yr, billed annually
- Broader coverage
- Portfolio Visualizer10 vs 7 categories
- Free plan
- Both
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
Side by side
Pricing comparison
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 $129/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current... +4 more | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
Integrations | — | JSON import and export, Lunch Money +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Long-term Investors +1 more |
Categories covered | 10 | 7 |
Regions | — | — |
| Data & capabilities | ||
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | Monte Carlo |
| Try it | Visit Portfolio Visualizer | Visit ProjectionLab |
Standout features
The best features of Portfolio Visualizer and ProjectionLab.ShowHide
Standout features
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
All details
Every attribute we track for Portfolio Visualizer and ProjectionLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsBondsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersLong-term InvestorsFinancial Advisors |
Coverage details | Identifiers: Ticker | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Not specified | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API |
Export formats | ExcelCSVPDF | JSON |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Monte Carlo |
Vendor & support | SRL Global Ltd.Country: United Kingdom | ProjectionLab LLCSupport: 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... | Free“Basic” |
| Entry paid plan | $360/yrBilled annually≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $129/yrBilled annually≈ $10.75/mo“Premium” |
| Top plan | $660/yrBilled annually≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $549/yrBilled annually≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 |
| Free trial | 14 days | 7 days |
Questions we keep getting
What's the difference between Portfolio Visualizer and ProjectionLab?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while ProjectionLab puts more weight on retirement calculator, monte carlo, and backtesting. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and ProjectionLab cost?
Good news: both Portfolio Visualizer and ProjectionLab have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portfolio Visualizer or ProjectionLab?
It depends on what you're after. Pick Portfolio Visualizer if correlation and risk metrics matter to you; go with ProjectionLab if you'd rather have retirement calculator and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and ProjectionLab cover?
Both cover stocks, ETFs, and mutual funds. Portfolio Visualizer also handles funds. ProjectionLab adds bonds, real estate, and other on top.
Can I export data from Portfolio Visualizer and ProjectionLab?
Portfolio Visualizer exports to Excel and CSV. ProjectionLab is stingier about getting data out.
Which has a better stock screener: Portfolio Visualizer or ProjectionLab?
Portfolio Visualizer has a stock screener for surfacing ideas; ProjectionLab doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Visualizer or ProjectionLab?
ProjectionLab handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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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.