PortfolioMetrics Pricing
Select a plan that fits your needs. Cancel anytime.
Free
Personal and Non-commercial Use
$0.00 / month
Get started with:
Portfolio Backtesting & Optimization
Save & Share Reports
40+ years of Historical Data
25 Assets per Portfolio
1 Portfolio per Report
10 Saved Reports
5 AI Summaries per month
1-year Monte Carlo Forecasts
Limited Support
Premium
Personal and Non-commercial Use
$13.90 / month
Everything in Free, plus:
Advanced Risk-Return Estimation
Custom Risk-Return Assumptions
200 Assets per Portfolio
1-5 Portfolios per Report
100 Saved Reports
Unlimited AI Summaries
50-year Monte Carlo Forecasts
Standard Support
Professional
Commercial Use
$46.90 / month
Everything in Premium, plus:
PDF Reports
CSV Data Export
Custom Market Data Portfolios
Unlimited Assets per Portfolio
Unlimited Saved Reports
Priority Support
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
Everything in Professional, plus:
API Access
Customized Reports & Endpoints
Priority Support
Compare plans and features
Free | Premium | Professional | |
|---|---|---|---|
General | |||
Historical Data | 40+ years | 40+ years | 40+ years |
Number of Assets in Portfolio | 25 Assets | 200 Assets | Unlimited |
Number of Saved and Shared Reports | 10 Reports | 100 Reports | Unlimited |
Number of Portfolios per Report | 1 portfolio | 1-5 portfolios | 1-5 portfolios |
AI Summary | 5 summaries per month | Unlimited | Unlimited |
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 |
Mean-variance Optimization | |||
Advanced Risk-Return Estimation | |||
Custom Risk-Return Assumptions | |||
Custom Market Data Portfolios | |||
Portfolio Optimization | |||
Allocation Constraints | |||
Optimized Portfolios | |||
Asset Analysis | |||
Mean-variance Optimization | |||
Risk Parity Optimization | |||
Advanced Risk-Return Estimation | |||
Custom Risk-Return Assumptions | |||
Custom Market Data Portfolios | |||