PortfolioMetrics
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Free

Personal and Non-commercial Use

$0.00 / month

Features
Backtest Portfolio
Portfolio Value Growth Analysis
Performance and Risk Analysis
Monte Carlo Simulation
Efficient Frontier Optimization
AI Summary
Share Reports
Save Reports (For Registered Users)
<20 Years of Historical Data
1 Forecast Year for Monte Carlo Simulation
1 Portfolio Reports

Premium

Personal and Non-commercial Use

$13.90 / month

Features
Backtest Portfolio
Portfolio Value Growth Analysis
Performance and Risk Analysis
Monte Carlo Simulation
Efficient Frontier Optimization
AI Summary
Share Reports
Save Reports
40+ Years of Historical Data
10 Forecast Years for Monte Carlo Simulation
Multi-portfolio Reports (1-3 portfolios)

Enterprise

Commercial Use

Features
All the features of Premium
API Access
Priority Support
Customized Reports