PortfolioMetrics Pricing
Select a plan that fits your needs. Cancel anytime.
Free
Free forever
$0 / month
Get started with:
Premium
For personal investing
$12 / month
billed annually · Save 14%
Everything in Free, plus:
Professional
For advisors and commercial use
$40 / month
billed annually · Save 17%
Everything in Premium, plus:
Enterprise
For teams and integrations
Custom
Everything in Professional, plus:
Compare plans and features
| Free | Premium | Professional | |
|---|---|---|---|
| General & limits | |||
| 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 | Unlimited | Unlimited |
| AI | |||
| AI Assistant | |||
| AI Insights | |||
| AI Usage | Free Trial | 8 credits / month | 30 credits / month |
| Premium AI Models | |||
| Research Mode | |||
| Backtesting & Monte Carlo | |||
| 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 |
| Advanced Risk-Return Estimation | |||
| Custom Risk-Return Assumptions | |||
| Portfolio Optimization | |||
| Optimized Portfolios | |||
| Mean-variance Optimization | |||
| Risk Parity Optimization | |||
| Allocation Constraints | |||
| Asset Analysis | |||
| Advanced Risk-Return Estimation | |||
| Custom Risk-Return Assumptions | |||
| Data & export | |||
| Historical Data | 40+ years | 40+ years | 40+ years |
| Custom Market Data Portfolios | |||
| PDF Reports | |||
| CSV Data Export | |||
| Save & Share Reports | |||
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 up to 17%.
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.