VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Portfolio Visualizer checked August 23, 2026 · Sharpely checked September 5, 2026
Tool Comparison
Portfolio Visualizer vs Sharpely
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want monte carlo, correlation, and risk metrics.
Pick Sharpely if
Sharpely
Free • Contact for pricing · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, stock comparison, and ETF comparison.
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 Sharpely cover a lot of the same ground (4 shared categories, including backtesting, factor exposure, and quant), so for the basics you won't go far wrong with either. Portfolio Visualizer includes monte carlo and correlation, and Sharpely includes screeners and stock comparison.
What readers say
Portfolio Visualizer
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Sharpely
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Key differences at a glance
- Mobile app
- Sharpely
- Free trial
- Portfolio Visualizer14 days
- Free plan
- Both
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 | Free • Contact for pricing |
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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 10 | 9 |
Regions | — | APAC |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | — | RRG Research |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 8 signals: Custom formulas, Ranking backtests +6 more |
| Try it | Visit Portfolio Visualizer | Visit Sharpely |
Where each one shines
What Portfolio Visualizer and Sharpely each do best.ShowHide
Where each one shines
What Portfolio Visualizer and Sharpely 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 Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Sharpely, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Sharpely, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | Not specified | APAC |
Coverage details | Identifiers: Ticker | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | RRG Research |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Export formats | ExcelCSVPDF | Excel |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | SRL Global Ltd.Country: United Kingdom | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
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-... | Free |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | INR 599/mo“Pro — monthly” |
| Tier 2 | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | INR 5799/yr“Pro — annual” |
| Tier 3 | — | INR 1299/mo“Black — monthly” |
| Top plan | — | INR 12499/yr“Black — annual” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Sharpely?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Sharpely cost?
Good news: both Portfolio Visualizer and Sharpely have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio Visualizer or Sharpely on my phone?
Sharpely lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portfolio Visualizer or Sharpely?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and correlation matter to you; go with Sharpely if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Sharpely cover?
Both cover stocks, ETFs, and mutual funds. Portfolio Visualizer also handles funds. Sharpely adds real estate and other on top.
Can I export data from Portfolio Visualizer and Sharpely?
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 Sharpely?
Both Portfolio Visualizer and Sharpely 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 Sharpely?
Sharpely handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.