VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Portfolio Visualizer vs TradeBB comparison

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

Quick takeaways

Portfolio Visualizer adds Quant, Factor Exposure, Risk Metrics, Monte Carlo, Backtesting, and Correlation coverage that TradeBB skips.

TradeBB includes Portfolio, and Broker Connectors categories that Portfolio Visualizer omits.

In depth comparison

Portfolio Visualizer

portfoliovisualizer.com

Hands-on review

Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Correlation analysis at the asset or asset-class level via heatmaps and matrices.

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TradeBB

tradebb.ai

Web-based trading journal and performance analytics for multi-asset traders. Supports broker connections (read-only data import) plus file/manual trade imports. Website promotes a free preview; public plan pricing was not found in reviewed pages.

Platforms

Web

Pricing

Free

Quick highlights

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
Daily Journal view with per-day performance stats and "Add/View Journal" workflow.

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Where they differ

Portfolio Visualizer

Distinct strengths include:

Quant Factor Exposure Risk Metrics Monte Carlo Backtesting Correlation

Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.

TradeBB

Distinct strengths include:

Portfolio Broker Connectors

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.

Feature-by-feature breakdown

Attribute	Portfolio Visualizer	TradeBB
Categories Which research workflows each platform targets	Shared: Data Visualizations Unique: Quant, Factor Exposure, Risk Metrics, Monte Carlo, Backtesting, Correlation	Shared: Data Visualizations Unique: Portfolio, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities	Stocks, Options, Futures, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting. Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning. Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model. Factor analytics with multi-factor regressions and a risk-factor allocation optimizer. Correlation analysis at the asset or asset-class level via heatmaps and matrices. Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.	Unique Multi-asset journal covering stocks, options, futures, forex, and crypto. Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates. Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics. Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries. Daily Journal view with per-day performance stats and "Add/View Journal" workflow. Calendar view showing daily net P&L and a monthly symbol breakdown.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Portfolio Visualizer and TradeBB both support?

Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portfolio Visualizer and TradeBB require subscriptions?

Both Portfolio Visualizer and TradeBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Portfolio Visualizer and TradeBB?

Both Portfolio Visualizer and TradeBB prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Portfolio Visualizer differentiates itself with Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., whereas TradeBB stands out for Multi-asset journal covering stocks, options, futures, forex, and crypto., Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates., and Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics..

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