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
Unlimited Assets per Portfolio
Unlimited Saved Reports
Custom Price Data Import (Coming Soon)
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 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 | |||