VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Portfolio VisualizerView TradingViewBack to Home

Head-to-head

Portfolio Visualizer vs TradingView 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 (VaR/ES/Drawdown), Monte Carlo, and Correlation coverage that TradingView skips.

TradingView includes Screeners, ETF Screeners, Stock Ideas, Options & Derivatives, Portfolio, Watchlist, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Dividends, Splits, Financials, ETF Overview, Forums, and Education 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..

TradingView is known for: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..

TradingView offers mobile access, which Portfolio Visualizer skips.

Portfolio Visualizer logo

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

Free
Subscription

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.

Community votes (overall)

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TradingView logo

TradingView

tradingview.com

Editor’s pick Hands-on review

A global, multi-asset charting and trading platform with advanced analytics, strategy backtesting, and broker connectivity. Features include Pine Script® v6 for custom indicators, server-side alerts, options chains with strategy builder, and multi-asset screeners. Real-time data feeds are sold as add-ons, with availability and pricing varying by exchange and region.

Platforms

Web
Mobile
Desktop

Pricing

Free
Subscription

Quick highlights

  • Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe.
  • Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools.
  • Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations.
  • Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
  • Pine Script® v6 for creating custom indicators and strategies.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Backtesting.

Where they differ

Portfolio Visualizer

Distinct strengths include:

Quant
Factor Exposure
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
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.

TradingView

Distinct strengths include:

Screeners
ETF Screeners
Stock Ideas
Options & Derivatives
Portfolio
Watchlist
Paper Trading
Advanced Order Types
  • Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe.
  • Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools.
  • Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations.
  • Equity, ETF, forex, and crypto screeners with auto-refresh and export options.

Feature-by-feature breakdown

AttributePortfolio VisualizerTradingView
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Backtesting

Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Correlation

Shared: Data Visualizations, Backtesting

Unique: Screeners, ETF Screeners, Stock Ideas, Options & Derivatives, Portfolio, Watchlist, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Dividends, Splits, Financials, ETF Overview, Forums, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Bonds, Commodities

Stocks, ETFs, Options, Futures, Bonds, Currencies, Commodities, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, Desktop

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

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

  • Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe.
  • Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools.
  • Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations.
  • Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
  • Pine Script® v6 for creating custom indicators and strategies.
  • Strategy Tester with robust backtesting and Bar Replay for historical simulation.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Portfolio Visualizer and TradingView both support?

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

Do Portfolio Visualizer and TradingView require subscriptions?

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

Which tool has mobile access?

TradingView ships a dedicated mobile experience, while Portfolio Visualizer focuses on web or desktop access.

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 TradingView stands out for Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.