VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Monday, January 5, 2026
Tool Comparison
Portfolio Visualizer vs Qfinr comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Visualizer
portfoliovisualizer.com
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Quant, and Backtesting.
- Coverage tilt: Portfolio Visualizer has 5 categories you won't get in Qfinr; Qfinr has 6 unique categories.
- Pricing: Portfolio Visualizer is Free, Subscription; Qfinr is Subscription.
Category leaders
- Screeners: Qfinr is tagged for this workflow; Portfolio Visualizer has no category votes yet.
- Portfolio: Qfinr is tagged for this workflow; Portfolio Visualizer has no category votes yet.
- Watchlist: Qfinr is tagged for this workflow; Portfolio Visualizer has no category votes yet.
- Data Visualizations: Portfolio Visualizer is tagged for this workflow; Qfinr has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Portfolio Visualizer | Qfinr |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other |
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 | Subscription |
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Portfolio Visualizer strengths
Categories covered by Portfolio Visualizer but not Qfinr.
Qfinr strengths
Categories covered by Qfinr but not Portfolio Visualizer.
Frequently Asked Questions
Which workflows do Portfolio Visualizer and Qfinr both support?
Both platforms cover Quant, and Backtesting workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Portfolio Visualizer offers a free entry point, while Qfinr requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Qfinr 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 Qfinr stands out for Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
- PortfoliosLab
Overlap: Portfolio, Watchlist, and Backtesting.
PortfolioWatchlistBacktesting - Portfolio123Editor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Quant.
ScreenersData VisualizationsQuant - DeepVest (formerly Benjamin AI)
Overlap: Screeners, Quant, and Data Visualizations.
ScreenersQuantData Visualizations - ETF InsiderEditor's pickHands-on review
Overlap: ETF Screeners, Screeners, and Data Visualizations.
ETF ScreenersScreenersData Visualizations - Stock RoverEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations - TradingViewEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations
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.