Charles River IMS vs Portfolio Visualizer
| Charles River IMS | Portfolio Visualizer | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | Yes |
| Paid from | — | $30/mo |
| Open source | No | No |
| Platforms | api, Web | Web |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | — |
| Free plan | — | Yes |
| Maximum portfolios | — | 50 portfolios |
Both are listed in Best Portfolio Management Software. On Inferse, Charles River IMS scores higher on our published basis.