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On the recordRead 2 Oct 202617 facts
Portfolio Visualizer
Plans and prices
Free
Free
Personal and Educational Use · No Login Required · free tier supports portfolios with up to 15 assets with limited history and excludes current month-to-date results
Read 2 Oct 2026 · portfoliovisualizer.com
Basic
$30a month, billed yearly
Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved
Read 2 Oct 2026 · portfoliovisualizer.com
Pro
$55a month, billed yearly
Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved
Read 2 Oct 2026 · portfoliovisualizer.com
On the record
- Account trial
- The signup page offers a 14-day free trial with access to all features.portfoliovisualizer.com · read 2 Oct 2026
- Allocation analysis
- Yesportfoliovisualizer.com · read 24 Sep 2026
- Analysis tools
- The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models.portfoliovisualizer.com · read 2 Oct 2026
- Asset class coverage
- multi_assetportfoliovisualizer.com · read 24 Sep 2026
- Data sources
- The fund screener identifies Morningstar as the source of fund fundamentals data.portfoliovisualizer.com · read 2 Oct 2026
- Disclosures
- The site says its tools are for educational and illustrative purposes, outputs are hypothetical, and it does not provide investment, legal, accounting, or tax advice.portfoliovisualizer.com · read 2 Oct 2026
- Exports and imports
- The pricing page lists Excel, CSV, and PDF export, portfolio saving and importing, and custom data series among plan features.portfoliovisualizer.com · read 2 Oct 2026
- Fund screener
- The fund screener searches ETFs or mutual funds by category and performance and offers more detailed performance and risk statistics for selected funds.portfoliovisualizer.com · read 2 Oct 2026
- Maximum portfolios
- 50portfoliovisualizer.com · read 24 Sep 2026
- Payments
- The privacy policy says the company does not hold card details and outsources card transactions to providers such as PayPal, Braintree, and Stripe.portfoliovisualizer.com · read 2 Oct 2026
- Performance reporting
- Yesportfoliovisualizer.com · read 24 Sep 2026
- Portfolio backtesting
- The backtesting tool constructs portfolios from mutual funds, ETFs, and stocks and analyzes returns, risk characteristics, style exposures, and drawdowns.portfoliovisualizer.com · read 2 Oct 2026
- Portfolio comparisons
- Users can compare up to three portfolios against a benchmark and specify periodic contributions or withdrawals and a rebalancing strategy.portfoliovisualizer.com · read 2 Oct 2026
- Privacy
- The privacy policy says user information will not be rented or sold to third parties.portfoliovisualizer.com · read 2 Oct 2026
- Risk analysis
- Yesportfoliovisualizer.com · read 24 Sep 2026
- Security
- The privacy policy says sensitive data is stored behind multiple firewalls on secure servers with restricted employee access, and that SSL is used for sensitive transmissions.portfoliovisualizer.com · read 2 Oct 2026
