VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Portfolio Visualizer and Tradervue will find that Both Portfolio Visualizer and Tradervue concentrate on Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) workflows, making them natural alternatives for similar investment research jobs. Portfolio Visualizer leans into Quant, Factor Exposure, and Monte Carlo, which can be decisive for teams that need depth over breadth. Tradervue stands out with Portfolio, APIs & SDKs, and Broker Connectors that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Portfolio Visualizer vs Tradervue
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Portfolio Visualizer adds Quant, Factor Exposure, Monte Carlo, Backtesting, and Correlation coverage that Tradervue skips.
- Tradervue includes Portfolio, APIs & SDKs, and Broker Connectors categories that Portfolio Visualizer omits.
- Portfolio Visualizer 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., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
- Tradervue is known for: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
Portfolio Visualizer
portfoliovisualizer.com
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.
Categories
Platforms
Pricing
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.
Tradervue
tradervue.com
A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.
Platforms
Pricing
Quick highlights
- Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
- TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
- Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
- Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
- Free plan includes up to 30 grouped trades per month.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Portfolio Visualizer
Distinct strengths include:
- 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.
Tradervue
Distinct strengths include:
- Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
- TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
- Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
- Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Feature-by-feature breakdown
| Attribute | Portfolio Visualizer | Tradervue |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Risk Metrics (VaR/ES/Drawdown) Unique: Quant, Factor Exposure, Monte Carlo, Backtesting, Correlation | Shared: Data Visualizations, Risk Metrics (VaR/ES/Drawdown) Unique: Portfolio, APIs & SDKs, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities | Stocks, ETFs, Options, Futures, Currencies |
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, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Tradervue both support?
Both platforms cover Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Portfolio Visualizer and Tradervue require subscriptions?
Both Portfolio Visualizer and Tradervue keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Portfolio Visualizer and Tradervue?
Both Portfolio Visualizer and Tradervue 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 Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
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.