Tool Comparison
Portfolio Visualizer vs Validea
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo, risk metrics, and factor exposure.
- You're newer to investing and want something approachable
- Paid from
- $22.50/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $22.5/mo instead of $30/mo
- You want stock ideas, screeners, and scores.
- 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, risk metrics, and factor exposure.
- You're newer to investing and want something approachable
Pick Validea if
Validea
Free • From $269.95/yr · Web
- You want the cheaper way in: plans start at $22.5/mo instead of $30/mo
- You want stock ideas, screeners, and scores.
- 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 Validea cover a lot of the same ground (4 shared categories, including backtesting, correlation, and ETF screeners), so for the basics you won't go far wrong with either. Validea simply does more: 15 categories to Portfolio Visualizer's 10, including stock ideas, screeners, and scores. Portfolio Visualizer counters by keeping things simpler.
What readers say
Portfolio Visualizer
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Validea
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Key differences at a glance
- Cheaper paid plan
- Validea$22.5/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Validea15 vs 10 categories
- Asset coverage
- Portfolio VisualizerAdds mutual funds and funds
- Beginner friendly
- Portfolio Visualizer
- 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 Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
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 • From $269.95/yr |
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 | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 15 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | Latency: End of Day and Granularity: EOD |
Data partners | — | LSEG |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 6 signals: Ranking backtests, Universe builder +4 more |
| Try it | Visit Portfolio Visualizer | Visit Validea |
Standout features
The best features of Portfolio Visualizer and Validea.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 Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
All details
Every attribute we track for Portfolio Visualizer and Validea.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | LSEG |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Export formats | ExcelCSVPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | SRL Global Ltd.Country: United Kingdom | The Reese Group, LLCCountry: United StatesSupport: Email |
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“Free public research and newsletter” |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $269.95/yr≈ $22.50/mo“Validea Standard” |
| Top plan | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $899.95/yr≈ $75/mo“Validea Pro” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Validea?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Validea cost?
Good news: both Portfolio Visualizer and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Visualizer or Validea?
Portfolio Visualizer is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Portfolio Visualizer or Validea?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and risk metrics matter to you; go with Validea if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Validea cover?
Both cover stocks and ETFs. Portfolio Visualizer also handles mutual funds and funds.
Can I export data from Portfolio Visualizer and Validea?
Portfolio Visualizer exports to Excel and CSV. Validea is stingier about getting data out.
Which has a better stock screener: Portfolio Visualizer or Validea?
Both Portfolio Visualizer and Validea 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 Validea?
Validea handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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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.