PortfolioMetrics Pricing
Select a plan that fits your needs. Upgrade or downgrade anytime.
Free
Personal and Non-commercial Use
$0.00 / month
Get started with:
Portfolio Backtesting
Portfolio Optimization
Save & Share Reports
40+ years of Historical Data
1 Portfolio per Report
10 AI Summaries per month
1-year Monte Carlo Forecasts
Premium
Personal and Non-commercial Use
$13.90 / month
7-day free trial
Everything in Free, plus:
1-5 Portfolios per Report
Unlimited AI Summaries
50-year Monte Carlo Forecasts
Advanced Risk-Return Estimation
Custom Risk-Return Assumptions
Professional
Commercial Use
$46.90 / month
7-day free trial
Everything in Premium, plus:
CSV Data Export
PDF Reports (Coming Soon)
Custom Returns Data Import (Coming Soon)
(More to be announced)
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 Portfolios per Report | 1 portfolio | 1-5 portfolios | 1-5 portfolios |
AI Summary | 10 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 | |||