Portfolio Visualizer pricing

3 plans on the record · a free plan · a free trial

Every plan

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

$30 a month, billed yearly

Billed Annually

Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved

Read 2 Oct 2026 · portfoliovisualizer.com

Pro

$55 a month, billed yearly

Billed Annually

Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved

Read 2 Oct 2026 · portfoliovisualizer.com