How PortfolioMetrics compares to Portfolio Visualizer

	PortfolioMetrics	Portfolio Visualizer
Free Version	Unlimited historical data	10 years historical data
Pricing	Premium: $13.90/month Professional: $46.90/month	Basic: $360/year Pro: $660/year
Pricing Flexibility	Cancel monthly 7-day free trial period	Annual payments only No free trial
Asset Types	Stocks, Mutual Funds, ETFs (incl. EU UCITS)	Stocks, Mutual Funds, ETFs (US-focused)
Data Frequency	Daily Data	Monthly 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 both US and selected European markets. The free version allows unlimited historical data. Premium and Professional plans are available with monthly billing options and a 7-day trial period.

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 is no trial option and only annual subscriptions are available. For users who value flexibility and core analysis tools, this model may feel too restrictive.

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