Portfolio Visualizer adds Quant, Factor Exposure, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Backtesting, and Correlation coverage that Yahoo Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Portfolio Visualizer vs Yahoo Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yahoo Finance includes Screeners, Watchlist, Portfolio, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, 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..
Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
Yahoo Finance offers mobile access, which Portfolio Visualizer skips.
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.
Categories
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.
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Yahoo Finance
finance.yahoo.com
Hands-on review
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
- Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
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Overlap
Shared focus areas
1 overlapBoth tools cover this research theme.
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.
Yahoo Finance
Distinct strengths include:
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Feature-by-feature breakdown
| Attribute | Portfolio Visualizer | Yahoo Finance |
|---|---|---|
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: Screeners, Watchlist, Portfolio, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Bonds, Commodities | Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
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 | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Portfolio Visualizer and Yahoo Finance 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 Yahoo Finance require subscriptions?
Both Portfolio Visualizer and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Yahoo Finance 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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
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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.