PortfolioMetrics Pricing
Select a plan which best suits your needs
Free
Personal and Non-commercial Use
$0.00 / month
Features
Portfolio Backtesting
Portfolio Optimization
Save & Share Reports
<20 years of Historical Data
1 Portfolio per Report
10 AI Summaries per month
1-year Monte Carlo Forecasts
Premium
Personal and Non-commercial Use
$13.90 / month
Features
All Free features
40+ years of Historical Data
1-3 Portfolios per Report
Unlimited AI Summaries
50-year Monte Carlo Forecasts
Advanced Risk-Return Estimation
Custom Risk-Return Assumptions
Professional
Commercial Use
$46.90 / month
Features
All Premium features
CSV Data Export
PDF Reports
Custom Returns Data Import
(More to be announced)
Coming Soon
Enterprise
Commercial Use
Do you need more features or API access?
Customize a plan that fits your unique business needs
Contact us at sales@portfoliometrics.net
Features
All Professional features
API Access
Customized Reports & Endpoints
Priority Support
Compare plans and features
Free | Premium | Professional | |
|---|---|---|---|
General | |||
Historical Data | <20 years | 40+ years | 40+ years |
Number of Portfolios per Report | 1 portfolio | 1-3 portfolios | 1-3 portfolios |
AI Summary | 10 summaries per month | Unlimited summaries | Unlimited summaries |
Save & Share Reports | |||
CSV Data Export | |||
PDF Reports | |||
Portfolio Backtesting | |||
Portfolio Value Growth Analysis | |||
Asset Comparison | |||
Performance Analysis | |||
Risk Analysis | |||
Monte Carlo Simulation | |||
Monte Carlo Forecast Years | 1 year | up to 50 years | up to 50 years |
Efficient Frontier Optimization | |||
Advanced Risk-Return Estimation | |||
Custom Risk-Return Assumptions | |||
Custom Returns Data Import | |||
Portfolio Optimization | |||
Allocation Constraints | |||
Optimized Portfolios | |||
Asset Analysis | |||
Efficient Frontier Optimization | |||
Advanced Risk-Return Estimation | |||
Custom Risk-Return Assumptions | |||