Portfolio Visualizer
The facts below are what the maker publishes about Portfolio Visualizer, checked and dated. Our editors have not written about it yet.
Plans and prices
From Portfolio Visualizer's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Personal and Educational Use · No Login Required · free tier supports portfolios with up to 15 assets with limited history and excludes current month-to-date results |
| Basic | $30 a month | Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved · Billed Annually |
| Pro | $55 a month | Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved · Billed Annually |
The facts
Each one read from Portfolio Visualizer's own pages, with the date it was checked.
Money
- Account trial
- The signup page offers a 14-day free trial with access to all features.checked 2 Oct 2026
- Free plan
- Yeschecked 24 Sep 2026
What it does
- Allocation analysis
- Yeschecked 24 Sep 2026
- Analysis tools
- The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models.checked 2 Oct 2026
- Asset class coverage
- multi_assetchecked 24 Sep 2026
- Data sources
- The fund screener identifies Morningstar as the source of fund fundamentals data.checked 2 Oct 2026
- Disclosures
- The site says its tools are for educational and illustrative purposes, outputs are hypothetical, and it does not provide investment, legal, accounting, or tax advice.checked 2 Oct 2026
- Exports and imports
- The pricing page lists Excel, CSV, and PDF export, portfolio saving and importing, and custom data series among plan features.checked 2 Oct 2026
- Fund screener
- The fund screener searches ETFs or mutual funds by category and performance and offers more detailed performance and risk statistics for selected funds.checked 2 Oct 2026
- Payments
- The privacy policy says the company does not hold card details and outsources card transactions to providers such as PayPal, Braintree, and Stripe.checked 2 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio backtesting
- The backtesting tool constructs portfolios from mutual funds, ETFs, and stocks and analyzes returns, risk characteristics, style exposures, and drawdowns.checked 2 Oct 2026
- Portfolio comparisons
- Users can compare up to three portfolios against a benchmark and specify periodic contributions or withdrawals and a rebalancing strategy.checked 2 Oct 2026
- Privacy
- The privacy policy says user information will not be rented or sold to third parties.checked 2 Oct 2026
- Risk analysis
- Yeschecked 24 Sep 2026
- Security
- The privacy policy says sensitive data is stored behind multiple firewalls on secure servers with restricted employee access, and that SSL is used for sensitive transmissions.checked 2 Oct 2026
Where it runs
- Maximum portfolios
- 50checked 24 Sep 2026
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