Portfolio Visualizer vs QuantRocket comparison

Portfolio Visualizer focuses on Backtesting, Monte Carlo, and Correlation while QuantRocket specializes in Screeners, Quant, and Backtesting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Visualizer and QuantRocket offer free plans. You can try each platform without commitment and only pay when you need premium features.

QuantRocket provides API access for programmatic data retrieval and custom integrations. Portfolio Visualizer doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio Visualizer if you need Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility.. Go with QuantRocket if Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., and Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio Visualizer also includes Mutual Funds, and Funds. QuantRocket adds coverage for Futures, Currencies, and Options.

QuantRocket offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

QuantRocket connects with brokers for portfolio syncing. Portfolio Visualizer requires manual portfolio entry or data import.

Both Portfolio Visualizer and QuantRocket include stock screeners. Try each to see which filtering options and interface you prefer.