VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Portfolio Visualizer and Qfinr will find that Both Portfolio Visualizer and Qfinr concentrate on Quant, and Backtesting workflows, making them natural alternatives for similar investment research jobs. Portfolio Visualizer leans into Data Visualizations, Factor Exposure, and Risk Metrics (VaR/ES/Drawdown), which can be decisive for teams that need depth over breadth. Qfinr stands out with Portfolio, Watchlist, and Scenario & Stress Tests 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 Qfinr
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Portfolio Visualizer adds Data Visualizations, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and Correlation coverage that Qfinr skips.
- Qfinr includes Portfolio, Watchlist, Scenario & Stress Tests, Screeners, ETF Screeners, and Stock Ideas 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..
- Qfinr is known 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..
- Portfolio Visualizer has a free tier, while Qfinr requires a paid plan.
- Qfinr 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.
Qfinr
qfinr.com
Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.
Categories
Platforms
Pricing
Quick highlights
- 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.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
- Backtested stock ideas with the ability to generate customized strategies and view results.
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.
Qfinr
Distinct strengths include:
- 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.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Feature-by-feature breakdown
| Attribute | Portfolio Visualizer | Qfinr |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Quant, Backtesting Unique: Data Visualizations, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Correlation | Shared: Quant, Backtesting Unique: Portfolio, Watchlist, Scenario & Stress Tests, Screeners, ETF Screeners, Stock Ideas |
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 |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 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..
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.