1.4 Plans & Subscription

PortfolioMetrics has four plans. Core tools are free with no account required.

Free

Backtesting, optimization, Monte Carlo simulation, saved reports, and most tools - no account needed. Includes a limited trial of AI features.

Premium

Everything in Free, plus full access to AI Insights and the AI Assistant with a monthly AI Credit allocation. Higher limits on assets, portfolios, and saved reports. Suited to active individual investors.

Professional

Everything in Premium, plus PDF report export, CSV data export, custom market data upload, and a larger monthly AI Credit allocation. Covers commercial use - financial advisors, fund managers, and anyone using PortfolioMetrics in a professional context.

Enterprise

API access, customized reports and endpoints, and volume pricing. Contact sales@portfoliometrics.net for details.

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See the pricing page for the full feature comparison and current prices.