Portfolio Visualizer vs Reflexivity comparison

Portfolio Visualizer focuses on Backtesting, Monte Carlo, and Correlation while Reflexivity specializes in Screeners, Quant, and Performance Attribution. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Portfolio Visualizer offers a free tier that lets you get started without paying, while Reflexivity requires a subscription. If budget is a concern, start with Portfolio Visualizer and upgrade later if you need more advanced features.

Portfolio Visualizer is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Reflexivity 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 Reflexivity if Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., and Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio Visualizer also includes Mutual Funds, and Funds. Reflexivity adds coverage for Bonds, Commodities, and Currencies.

Reflexivity 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 (Excel). This is useful for custom analysis or record-keeping.

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

Reflexivity offers portfolio tracking features. Portfolio Visualizer is more focused on research and analysis.