Portfolio Visualizer

7.4easy start · #20 of 81
in Portfolio Management Software

Free to practise onyes
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $30/mo.

Portfolio Visualizer is ranked #20 of 81 in portfolio management software on The Geeks Club. It runs on Web. There is a free plan. A free trial is offered. Paid plans start at $30/mo.

Portfolio Visualizer plans and pricing

All plans

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 portfoliovisualizer.com · 2 Oct 2026

Basic $30/mo Billed Annually Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved portfoliovisualizer.com · 2 Oct 2026

Pro $55/mo Billed Annually Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved portfoliovisualizer.com · 2 Oct 2026

Compared on portfolio management software

Free plan: Yes
Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes
Maximum portfolios: 50 portfolios

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The record

Portfolio backtesting: The backtesting tool constructs portfolios from mutual funds, ETFs, and stocks and analyzes returns, risk characteristics, style exposures, and drawdowns.
Portfolio comparisons: Users can compare up to three portfolios against a benchmark and specify periodic contributions or withdrawals and a rebalancing strategy.
Analysis tools: The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models.
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.
Exports and imports: The pricing page lists Excel, CSV, and PDF export, portfolio saving and importing, and custom data series among plan features.
Account trial: The signup page offers a 14-day free trial with access to all features.
Data sources: The fund screener identifies Morningstar as the source of fund fundamentals data.
Privacy: The privacy policy says user information will not be rented or sold to third parties.
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.
Payments: The privacy policy says the company does not hold card details and outsources card transactions to providers such as PayPal, Braintree, and Stripe.
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.
Price from: $30/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#20 of 81

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Sources

portfoliovisualizer.com/backtest-portfolio· checked 2 Oct 2026
portfoliovisualizer.com/pricing· checked 2 Oct 2026
portfoliovisualizer.com/fund-screener· checked 2 Oct 2026
portfoliovisualizer.com/sign-up· checked 2 Oct 2026
portfoliovisualizer.com/privacy-policy· checked 2 Oct 2026
portfoliovisualizer.com· checked 2 Oct 2026