VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

Portfolio Visualizer vs Trefis 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, Backtesting, and Correlation coverage that Trefis skips.

Trefis includes Valuation Models, Financials, Stock Comparison, Blogs, and Custom Dashboards 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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Peer and ratio comparison tools make it easy to benchmark companies against competitors.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

Portfolio Visualizer

Distinct strengths include:

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

Trefis

Distinct strengths include:

Valuation Models Financials Stock Comparison Blogs Custom Dashboards

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

Attribute	Portfolio Visualizer	Trefis
Categories Which research workflows each platform targets	Shared: Data Visualizations Unique: Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, Correlation	Shared: Data Visualizations Unique: Valuation Models, Financials, Stock Comparison, Blogs, Custom Dashboards
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities	Stocks
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 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 Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios. Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. Export reports, charts, and scenarios as PDF, Excel, or image files. Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share. Peer and ratio comparison tools make it easy to benchmark companies against competitors. Embeddable charts and forecast widgets available for both free and paid users.
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 Trefis 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 Trefis require subscriptions?

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

How can you access Portfolio Visualizer and Trefis?

Both Portfolio Visualizer and Trefis 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 Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

Keep exploring

Stay on top of related tools

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