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
AI Assistant (Free Trial)
AI Insights (Preview)
25 Assets per Portfolio
1 Portfolio per Report
10 Saved Reports
1-year Monte Carlo Forecasts
Limited Support
Premium
Personal and Non-commercial Use
$13.90 / month
Everything in Free, plus:
AI Assistant
AI Insights
8 AI Credits / month
Advanced Risk-Return Estimation
Custom Risk-Return Assumptions
200 Assets per Portfolio
1-5 Portfolios per Report
100 Saved Reports
50-year Monte Carlo Forecasts
Standard Support
Professional
Commercial Use
$46.90 / month
Everything in Premium, plus:
30 AI Credits / month
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 Assistant | |||
AI Insights | |||
AI Usage | Free Trial | 8 credits / month | 30 credits / month |
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 | |||
Common questions
AI Credits are consumed by AI features (AI Insights and the AI Assistant). 1 AI Credit = $1 of compute. A typical AI Insights run costs around 0.2 credits; complex reports with multiple portfolios cost more.
Premium includes 8 AI Credits/month - enough for approximately 40 typical AI Insights runs. Professional includes 30 AI Credits/month - enough for approximately 150 typical runs. Actual usage depends on report complexity.
No. AI Credits expire at the end of each monthly billing period. Unused credits do not carry over to the next month.
Free and Premium cover personal and non-commercial use - individual investors, researchers, and students. Professional and Enterprise cover commercial use - financial advisors, businesses, and anyone using PortfolioMetrics in a professional or revenue-generating context.
Yes. You can switch billing cycles from your account settings. Switching to yearly saves 16%.
The free plan includes a limited preview of AI Insights and a trial of the AI Assistant, so you can see what both features do before upgrading.