★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Visualizer vs Reflexivity
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You'd rather start free and only pay if you outgrow it
- You care about monte carlo, correlation, and risk metrics, things Reflexivity doesn't offer
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Subscription · 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 care about scenario & stress tests, portfolio, and alerts, things Portfolio Visualizer doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio Visualizer and Reflexivity cover a lot of the same ground (5 shared categories, including backtesting, performance attribution, and screeners), so for the basics you won't go far wrong with either. The real difference is focus: only Portfolio Visualizer gives you monte carlo and correlation, and only Reflexivity gives you scenario & stress tests and portfolio.
What readers say
Portfolio Visualizer
Vote once to reveal the community verdict.
Reflexivity
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio Visualizer
- Free trial
- Portfolio Visualizer14 days
- API access
- Reflexivity
- Real-time data
- Reflexivity
- Beginner friendly
- Portfolio Visualizer
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $360/yr | Subscription |
Free tier | Yes | No |
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 | — |
| 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 | 11 | 12 |
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 |
Where each one shines
What Portfolio Visualizer and Reflexivity each do best.ShowHide
Where each one shines
What Portfolio Visualizer and Reflexivity each do best.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 tools 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.
- Monitoring portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Reflexivity, side by side.| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... | — |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | — |
| Top plan | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | — |
| 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 5 categories, so for most people it comes down to workflow preference and price.
Is Portfolio Visualizer or Reflexivity free to use?
Portfolio Visualizer has a free tier, so you can get started without paying anything. Reflexivity is paid-only. If budget matters, start with Portfolio Visualizer and see how far it takes you before opening your wallet.
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 scenario & stress tests and portfolio. 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.
Keep researching
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Feedback
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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.