A portfolio analysis and reporting tool offering backtesting, optimization, and tactical allocation modeling.
Portfolio Visualizer provides tools for portfolio performance analysis, backtesting investment strategies, Monte Carlo simulations, and tactical asset allocation modeling. It supports importing portfolios, custom data series, and generating customizable reports.
Simulate and analyze portfolio returns and risk using historical data to evaluate investment strategies.
Model the probability of different investment outcomes to understand risk and potential returns.
Create and compare portfolio models to align investments with financial goals and optimize asset allocation.
Use models based on moving averages, momentum, market valuation, and volatility targeting for improved risk-adjusted returns.
Import and create custom return series for portfolio assets, benchmarks, or risk factors with flexible data formats.
Generate PDF reports with customizable fonts, colors, branding logos, and selectable report sections.
Include various advisor fee structures in portfolio backtesting, such as fixed, tiered, and performance-based fees.
Import portfolio allocations and cashflows from Excel or CSV files and export analysis results in Excel, CSV, or PDF formats.
Input your portfolio allocations manually or import from Excel/CSV files with ticker symbols and weights.
Choose from portfolio performance, Monte Carlo simulation, optimization, or tactical allocation models.
Pricing details are gathered from the official Portfolio Visualizer website and are provided for reference only. Always confirm the latest information directly with the vendor.
| Plan | Price | Highlights |
|---|---|---|
| Free | $0 | Supports portfolios up to 15 assets with limited historical data
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| Basic | $30 | Supports portfolios up to 150 assets with YTD results
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Adjust settings such as time periods, capital market assumptions, and fee structures as needed.
Execute the chosen model to generate performance metrics, risk assessments, and simulation outcomes.
Save portfolio models and export reports in customizable PDF or data formats for review and sharing.
| Pro | $55 | All Basic plan features
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