Portfolio Visualizer

Portfolio Visualizer

Rating: ⭐️⭐️⭐️⭐️⭐️ / 5.0

Year Founded: 2014

Editor’s Pick

Portfolio Visualizer is a website that provides comprehensive tools for portfolio and investment analytics. It aims to assist users in making informed decisions when comparing and analyzing investment products and portfolios. The platform offers a suite of quantitative tools that cover a wide range of functionalities, including:

  • Portfolio Modeling and Backtesting: Users can backtest portfolio asset allocations to compare historical and realized returns and risk characteristics against various benchmarks.
  • Monte Carlo Simulations: This feature allows for testing long-term expected portfolio growth and survival based on historical or forecasted returns.
  • Portfolio Optimization: Portfolio Visualizer enables optimization based on mean-variance, conditional value-at-risk (CVaR), risk-return ratios, or drawdowns, and includes the application of the Black-Litterman model for finding optimal portfolios based on market views.
  • Factor Models and Tactical Asset Allocation Models: The platform provides tools for running regression analysis using Fama-French and Carhart factor models for individual assets or portfolios. It also allows for the comparison and testing of tactical allocation models based on various strategies like moving averages, momentum, market valuation, and volatility targeting.
  • Investment Analysis Tools: Users can explore factor regressions, correlations, and efficient frontiers, as well as use tools for fund screening, fund performance analysis, and asset correlation analysis. Iit enables the creation of “test portfolios” to analyze using its diverse set of tools.

It offers a free version that allows analysis of up to 25 assets at a time, with paid tiers available for more extensive analysis capabilities.

  • Investment Research
  • Monte Carlo Simulation
  • Portfolio Management
  • Retirement Income Analysis
  • Safe Withdrawal Rate Analysis

Free Trial: Yes

Free Version: Yes

Price: $30/mo Basic Plan; $55/mo Pro Plan

Portfolio Visualizer Pricing


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I’ve used, tested and evaluated financial tools for more than 15 years. This directory is where I keep track of all of those tools, including software, apps, and calculators. I hope it will prove useful to you. And if you know of an app I should add to this directory, please let me know.

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