Portfolio Visualizer
What Portfolio Visualizer is
Portfolio Visualizer is a web service for analyzing portfolios across multiple asset classes. Its backtesting tool builds portfolios from mutual funds, ETFs, and stocks, then examines returns, risk characteristics, style exposures, and drawdowns. Users can compare up to three portfolios with a benchmark while setting contributions, withdrawals, and rebalancing strategies. Other listed tools include Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models. A fund screener searches ETFs and mutual funds by category and performance, with additional statistics for selected funds; Morningstar supplies fund fundamentals data. Plans support portfolio saving and importing, custom data series, and Excel, CSV, and PDF exports. The free tier needs no login, supports up to 15 assets with limited history, and excludes current month-to-date results. Basic costs $30 a month billed annually; Pro costs $55 a month billed annually. A 14-day trial opens all features.
Who it suits
It suits investors, educators, and analysts who want portfolio backtesting, allocation analysis, and risk tools in a browser. The site states that outputs are hypothetical and for educational or illustrative purposes, not advice.
What it does well
- Backtests mutual funds, ETFs, and stocks
- Compares up to three portfolios with benchmarks
- Includes Monte Carlo and optimization tools
- Fund screener provides performance and risk statistics
- Free tier requires no login
What to know first
- Free tier supports only up to 15 assets
- Free history is limited
- Free tier excludes current month-to-date results
- Paid plans are billed annually
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 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 | Free |
| Basic | Billed Annually · Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved | $30 a month |
| Pro | Billed Annually · Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved | $55 a month |
As portfoliovisualizer.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Verdict
Portfolio Visualizer brings backtesting, screening, and allocation analysis into one web service. Its free tier covers smaller analyses, while larger portfolios and additional plan features require paid annual billing.
Facts from Portfolio Visualizer's own pages
- Account trial
- The signup page offers a 14-day free trial with access to all features. · portfoliovisualizer.com, 2 Oct 2026
- Allocation analysis
- Yes · portfoliovisualizer.com, 24 Sept 2026
- Analysis tools
- The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models. · portfoliovisualizer.com, 2 Oct 2026
- Asset class coverage
- multi_asset · portfoliovisualizer.com, 24 Sept 2026
- Data sources
- The fund screener identifies Morningstar as the source of fund fundamentals data. · portfoliovisualizer.com, 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, 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, 2 Oct 2026
- Free plan
- Yes · portfoliovisualizer.com, 24 Sept 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, 2 Oct 2026
- Maximum portfolios
- 50 · portfoliovisualizer.com, 24 Sept 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, 2 Oct 2026
- Performance reporting
- Yes · portfoliovisualizer.com, 24 Sept 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, 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, 2 Oct 2026
- Privacy
- The privacy policy says user information will not be rented or sold to third parties. · portfoliovisualizer.com, 2 Oct 2026
- Risk analysis
- Yes · portfoliovisualizer.com, 24 Sept 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, 2 Oct 2026
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