PortfolioMetrics vs. Portfolio Visualizer
Which Backtesting Tool Offers a better User Experience, Features and Price?
| PortfolioMetrics | Portfolio Visualizer | |
|---|---|---|
| Pricing |
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| Free Tier Limitations |
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| Essential & Advanced Backtesting Tools |
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| Other Tools |
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| AI Tools | AI Summary | None |
| Asset Types | Stocks, Mutual Funds, ETFs (incl. EU UCITS) | Stocks, Mutual Funds, ETFs (US-focused) |
| User Experience | Single user-friendly dashboard | Tools distributed across different pages on the website |
See for Yourself if PortfolioMetrics is the Right Choice
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While both services provide the core metrics necessary, the key difference lies in pricing structures, free tier limitations, and additional features, which may influence users' decisions based on their specific needs and preferences. PortfolioMetrics offers all the essential backtesting capabilities alongside the most important advanced tools, including Monte Carlo Simulations and Efficient Frontier methods, all in a single user-friendly dashboard for $13.90 per month. In contrast, Portfolio Visualizer offers a broader range of additional tools but at a significantly higher annual cost of $360, with no option for a monthly subscription.
For users evaluating their options, PortfolioMetrics provides a more cost-effective and flexible solution without compromising on essential and advanced backtesting capabilities. While Portfolio Visualizer still benefits from its long-standing reputation as a market leader, its pricing is, in our opinion, no longer competitive. Users can now access advanced backtesting tools and functionality at a much better value. Whether you are an individual investor or a professional, this comparison is designed to provide you with an overview of functionality and cost, so you can make the decision on your own.
