VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Wednesday, February 18, 2026

Tool Comparison

Portfolio Visualizer vs Total Real Returns comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Portfolio Visualizer logo

Portfolio Visualizer

portfoliovisualizer.com

PricingFree, Subscription
PlatformsWeb
Hands-on review
Total Real Returns logo

Total Real Returns

totalrealreturns.com

PricingFree
PlatformsWeb
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
Portfolio VisualizerWeb
Total Real ReturnsWeb
Categories
Portfolio Visualizer10
Total Real Returns2
Pricing details

Tool

Portfolio Visualizer

$30/mo

Starting price

Free tierYes
Free trial14 days

Plans & pricing

FreeFree
Basic$360/yr
Pro$660/yr

Tool

Total Real Returns

Starting price

Free tierNo
Free trial

Plans & pricing

Pricing not published

Category leaders
ScreenersPortfolio Visualizer
BacktestingPortfolio Visualizer
Browse the #1 tool in 90+ categories

Vote sentiment comparison

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Platform details

AttributePortfolio VisualizerTotal Real Returns
Asset types
StocksETFsMutual FundsFunds
StocksETFsMutual FundsCurrencies
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediate
Regions
Not specifiedNot specified
Data freshness
Not specified
End of Day
API access
Not specifiedNot specified
Export formats
ExcelCSVPDF
Not specified

Coverage overlap

Shared categories2

Categories where both tools offer overlapping coverage.

Portfolio Visualizer strengths8

Categories covered by Portfolio Visualizer only.

Total Real Returns strengths0

Categories covered by Total Real Returns only.

No unique categories.

Frequently Asked Questions

What's the difference between Portfolio Visualizer and Total Real Returns?

Portfolio Visualizer focuses on Backtesting, Monte Carlo, and Correlation while Total Real Returns specializes in Data Visualizations, and Risk Metrics. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

How much do Portfolio Visualizer and Total Real Returns cost?

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

Which is better for beginners—Portfolio Visualizer or Total Real Returns?

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Should I choose Portfolio Visualizer or Total Real Returns?

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 Total Real Returns if CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view)., and Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages. better fits how you invest.

What asset classes do Portfolio Visualizer and Total Real Returns cover?

Both cover Stocks, ETFs, and Mutual Funds. Portfolio Visualizer also includes Funds. Total Real Returns adds coverage for Currencies.

Can I export data from Portfolio Visualizer and Total Real Returns?

Portfolio Visualizer supports data exports to Excel, CSV, and PDF. Total Real Returns has more limited export options.

Which has a better stock screener—Portfolio Visualizer or Total Real Returns?

Portfolio Visualizer includes a stock screener for finding investment ideas. Total Real Returns focuses on other analytical tools.

Keep Exploring

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.