Portfolio Visualizer

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.