PortfolioMetrics Pricing
Select Your Plan
Free
Personal and Non-commercial Use
$0.00 / month
Features
Portfolio Backtesting
<20 years of Historical Data
1 Portfolio per Report
10 AI Summaries per month
Save & Share Reports
Monte Carlo Simulation
Advanced Monte Carlo Simulation
1-year Monte Carlo Forecasts
Efficient Frontier Optimization
Advanced Efficient Frontier Optimization
Premium
Personal and Non-commercial Use
$13.90 / month
Features
Portfolio Backtesting
40+ years of Historical Data
1-3 Portfolios per Report
Unlimited AI Summaries
Save & Share Reports
Monte Carlo Simulation
Advanced Monte Carlo Simulation
10-year Monte Carlo Forecasts
Efficient Frontier Optimization
Advanced Efficient Frontier Optimization
Enterprise
Commercial Use
Features
All the features of Premium
API Access
Priority Support
Customized Reports
Contact us at sales@portfoliometrics.net
Compare features
Free | Premium | |
|---|---|---|
General | ||
| Historical Data | <20 years | 40+ years |
| Number of Portfolios per Report | 1 portfolio | 1-3 portfolios |
| AI Summary | 10 summaries per month | Unlimited summaries |
| Save & Share Reports | ||
Portfolio Backtesting | ||
| Portfolio Value Growth Analysis | ||
| Asset Comparison | ||
| Performance Analysis | ||
| Risk Analysis | ||
Advanced Portfolio Backtesting | ||
| Monte Carlo Simulation | ||
| Monte Carlo Forecast Years | 1 year | up to 10 years |
| Advanced Monte Carlo Simulation | ||
| Efficient Frontier Optimization | ||
| Advanced Efficient Frontier Optimization |