Tool Comparison
Portfolio Visualizer vs Reflexivity
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $30/mo instead of $99.99/mo
- You want monte carlo, correlation, and risk metrics.
- You're newer to investing and want something approachable
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, scenario & stress tests, and portfolio.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want the cheaper way in: plans start at $30/mo instead of $99.99/mo
- You want monte carlo, correlation, and risk metrics.
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, scenario & stress tests, and portfolio.
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 Reflexivity cover a lot of the same ground (4 shared categories, including backtesting, performance attribution, and quant), so for the basics you won't go far wrong with either. Reflexivity simply does more: 13 categories to Portfolio Visualizer's 10, including screeners, scenario & stress tests, and portfolio. Portfolio Visualizer counters by starting cheaper at $30/mo.
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Reflexivity
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Key differences at a glance
- Cheaper paid plan
- Portfolio Visualizer$30/mo vs $99.99/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Reflexivity13 vs 10 categories
- API access
- Reflexivity
- Real-time data
- Reflexivity
- Beginner friendly
- Portfolio Visualizer
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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 | Free • From $99.99/mo |
Free tier | Yes | Yes |
Free trial | 14 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 | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | — |
Categories covered | 10 | 13 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit Portfolio Visualizer | Visit Reflexivity |
Standout features
The best features of Portfolio Visualizer and Reflexivity.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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for Portfolio Visualizer and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Export formats | ExcelCSVPDF | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | SRL Global Ltd.Country: United Kingdom | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: 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 via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| Top plan | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | — |
| Custom / enterprise | — | Contact sales“Institutional” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Reflexivity?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Reflexivity cost?
Good news: both Portfolio Visualizer and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Visualizer or Reflexivity?
Portfolio Visualizer is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Portfolio Visualizer or Reflexivity have an API?
Reflexivity has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose Portfolio Visualizer or Reflexivity?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and correlation matter to you; go with Reflexivity if you'd rather have screeners and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Reflexivity cover?
Both cover stocks and ETFs. Portfolio Visualizer also handles mutual funds and funds. Reflexivity adds bonds, commodities, and currencies on top.
Does Portfolio Visualizer or Reflexivity have real-time data?
Reflexivity offers real-time data, which matters if you trade actively. Portfolio Visualizer runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio Visualizer and Reflexivity?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Reflexivity?
Both Portfolio Visualizer and Reflexivity include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio Visualizer or Reflexivity?
Reflexivity handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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