How PortfolioMetrics compares to Portfolio Visualizer
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.