Portfolio Visualizer
API—OSS—FREEyesDOCS4/5
PV5.8#54 of 81
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Portfolio Management Software ·Free plan· paid from $30/mo
About
Portfolio Visualizer is ranked #54 of 81 in portfolio management software on Inferse. It runs on Web. There is a free plan. A free trial is offered. Paid plans start at $30/mo.
Compared on portfolio management software
- Free plan
- Yesportfoliovisualizer.com
- Asset class coverage
- multi_assetportfoliovisualizer.com
- Performance reporting
- Yesportfoliovisualizer.com
- Allocation analysis
- Yesportfoliovisualizer.com
- Risk analysis
- Yesportfoliovisualizer.com
- Maximum portfolios
- 50 portfoliosportfoliovisualizer.com
Facts
- Portfolio backtesting
- The backtesting tool constructs portfolios from mutual funds, ETFs, and stocks and analyzes returns, risk characteristics, style exposures, and drawdowns.portfoliovisualizer.com · 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.portfoliovisualizer.com · 2 Oct 2026
- Analysis tools
- The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models.portfoliovisualizer.com · 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.portfoliovisualizer.com · 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.portfoliovisualizer.com · 2 Oct 2026
- Account trial
- The signup page offers a 14-day free trial with access to all features.portfoliovisualizer.com · 2 Oct 2026
- Data sources
- The fund screener identifies Morningstar as the source of fund fundamentals data.portfoliovisualizer.com · 2 Oct 2026
- Privacy
- The privacy policy says user information will not be rented or sold to third parties.portfoliovisualizer.com · 2 Oct 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.portfoliovisualizer.com · 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.portfoliovisualizer.com · 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.portfoliovisualizer.com · 2 Oct 2026
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Where it ranks on Inferse
Sources
- portfoliovisualizer.com/backtest-portfolio· checked 2 Oct 2026
- portfoliovisualizer.com/pricing· checked 2 Oct 2026
- portfoliovisualizer.com/fund-screener· checked 2 Oct 2026
- portfoliovisualizer.com/sign-up· checked 2 Oct 2026
- portfoliovisualizer.com/privacy-policy· checked 2 Oct 2026
- portfoliovisualizer.com· checked 2 Oct 2026