PortfolioMetrics

How PortfolioMetrics compares to Portfolio Visualizer

PortfolioMetricsPortfolio Visualizer
Free VersionUnlimited historical data10 years historical data
Pricing
  • Premium: $13.90/month
  • Professional: $46.90/month
  • Basic: $360/year
  • Pro: $660/year
Pricing FlexibilityCancel monthlyAnnual payments only
Asset TypesStocks, Mutual Funds, ETFs (incl. EU UCITS)Stocks, Mutual Funds, ETFs (US-focused)
Data FrequencyDaily DataMonthly Data
Tools
  • Portfolio Backtesting
  • Monte Carlo Simulation
  • Efficient Frontier
  • Portfolio Optimization
  • AI Summary
  • ETF Comparison
  • Portfolio Backtesting
  • Monte Carlo Simulation
  • Efficient Frontier
  • Portfolio Optimization
  • Black-Litterman Model & Rolling Optimization
  • Factor Analysis
  • Tactical Asset Allocation Models
PortfolioMetrics is a flexible alternative with all essential backtesting tools

PortfolioMetrics includes key backtesting and optimization features. It uses daily data and supports US, EU, Latin America, and Asia markets. The free version allows unlimited historical data. Premium and Professional plans are available with monthly billing options.

PortfolioVisualizer is a long-standing platform with broader functionality

Portfolio Visualizer provides advanced tools like tactical allocation models and factor analysis. It uses monthly data and focuses on US-based assets. There are only annual subscriptions available. For users who value flexibility and core analysis tools, this model may feel too restrictive.

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