Tool Comparison
Portfolio Visualizer vs Trackinsight
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo, correlation, and risk metrics.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want ETF comparison, ETF analysis, and ETF factors.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want monte carlo, correlation, and risk metrics.
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You want an API so you can script or automate things
- You want ETF comparison, ETF analysis, and ETF factors.
- You're a long-term investor who cares more about fundamentals than headlines
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 Trackinsight cover a lot of the same ground (4 shared categories, including backtesting, factor exposure, and ETF screeners), so for the basics you won't go far wrong with either. Trackinsight simply does more: 14 categories to Portfolio Visualizer's 10, including ETF comparison, ETF analysis, and ETF factors. Portfolio Visualizer counters by keeping things simpler.
What readers say
Portfolio Visualizer
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Trackinsight
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Key differences at a glance
- Asset coverage
- Portfolio VisualizerAdds stocks and mutual funds
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Trackinsight14 vs 10 categories
- API access
- Trackinsight
- Free plan
- Both
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 Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
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 • 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 | No |
API access | No | Yes |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 14 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: End of Day and Granularity: EOD |
Data partners | — | Nasdaq Data Link |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 3 signals: Universe builder, Factor exposure +1 more |
| Try it | Visit Portfolio Visualizer | Visit Trackinsight |
Standout features
The best features of Portfolio Visualizer and Trackinsight.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 Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
All details
Every attribute we track for Portfolio Visualizer and Trackinsight.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | Nasdaq Data Link |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CSVManual | Manual |
Export formats | ExcelCSVPDF | CSVExcelJSON |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | SRL Global Ltd.Country: United Kingdom | TrackinsightCountry: FranceFounded 2016 |
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“Essentials” |
| 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. | — |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Trackinsight?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Trackinsight cost?
Good news: both Portfolio Visualizer and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio Visualizer or Trackinsight have an API?
Trackinsight 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 Trackinsight?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and correlation matter to you; go with Trackinsight if you'd rather have ETF comparison and ETF analysis. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Trackinsight cover?
Both cover ETFs. Portfolio Visualizer also handles stocks, mutual funds, and funds.
Can I export data from Portfolio Visualizer and Trackinsight?
Yes, both export to spreadsheets (Excel and CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Trackinsight?
Both Portfolio Visualizer and Trackinsight 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 Trackinsight?
Trackinsight handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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