Portfolio Visualizer Review: Free Portfolio Analysis Tools

In the event you’re an investor who likes to get into the main points, your on-line brokerage account would be the solely software you utilize that will help you perceive your portfolio. However in actuality, most of these websites earn cash once you commerce at excessive frequency or buy shares on margin. 

Some platforms “gamify” buying and selling and provides the looks of offering insights once they really simply provide fast-moving screens. If you get too far into these apps, you could tackle dangerous funding approaches that don’t make sense for buyers who wish to develop wealth over time.

However that doesn’t imply that the thirst for particulars is a nasty factor. In the event you make investments for your self (slightly than utilizing a monetary advisor or a robo-advisor), then you could wish to check totally different investing strategies to search out one which most accurately fits your targets. Portfolio Visualizer may also help you just do that. It means that you can “check” totally different funding methods with out always buying and selling in your portfolio. Right here’s what you should learn about Portfolio Visualizer.

Portfolio Visualizer Logo

Fast Abstract

  • On-line software program designed that will help you analyze potential portfolios, and check totally different funding methods.
  • The free tier means that you can analyze portfolios with as much as 25 ticker symbols. Paid plans permit for as much as 150 symbols.
  • A wide selection of research instruments suited that will help you perceive an array of funding methods.

Portfolio Visualizer Particulars


Portfolio and funding analytics


$0 – $360/12 months

Free Plan Particulars

Analyze as much as 25 shares, no saving or exporting

Paid Options

Save and export as much as 150 portfolio situations



What Is Portfolio Visualizer?

Portfolio Visualizer is a portfolio evaluation software designed to assist buyers plan check and examine totally different funding methods. It affords six totally different classes of research together with portfolio backtesting, issue evaluation, Monte Carlo simulations, asset analytics, portfolio optimization, and tactical asset allocation.

In contrast to many well-liked portfolio evaluation instruments, Portfolio Visualizer doesn’t hyperlink to your portfolio. As a substitute, it means that you can create “check portfolios” and analyze the portfolios utilizing myriad totally different evaluation instruments. It affords a free model which lets you overview as much as 25 property at a time, or paid tiers that help you analyze portfolios with as much as 150 property.

Screenshot of portfolio visualizer homepage

What Does It Provide?

Porfolio Visualizer’s portfolio evaluation instruments may also help you are feeling extra assured about investing. Whilst you cannot join your real-life portfolio for evaluation, it affords loads of free instruments so you’ll be able to check numerous situations. I’ve supplied a quick rationalization of some of the analytical instruments under, however you can even view a gallery of examples right here

Analyze Up To 25 Belongings For Free

Portfolio Visualizer’s free to means that you can analyze a portfolio with as much as 25 property utilizing numerous analyses, together with backtesting, Monte Carlo simulations, and extra. Whilst you can’t save or export fashions, the free choice serves as a wonderful instructional software for folks studying about other ways to view funding portfolios.

Backtest Portfolios To Perceive Historic Efficiency

Portfolio backtesting includes taking a look at historic costs to see how a portfolio would have carried out in previous situations. Backtesting is among the finest methods to find out in case your funding portfolio would have longevity by way of troublesome monetary downturns such because the 2008-2009 mortgage securities disaster or earlier bear markets. Portfolio Visualizer means that you can backtest allocations, particular portfolios, or dynamic portfolio administration to see whether or not your technique would work throughout previous conditions.

Here is an instance of what you’ll be able to mannequin, which is the US Inventory Market from 1972 by way of right now:

Portfolio Visualizer Example

Monte Carlo Simulations To Perceive Progress In the direction of Monetary Targets

Monte Carlo simulations are designed to indicate the likelihood of a given end result. Monetary advisors usually use Monte Carlo to find out if a portfolio would survive 30 or 40 years whereas an investor takes withdrawals. It’s an excellent software to grasp how a sequence of unhealthy (and good) occasions would have an effect on your portfolio dimension throughout retirement.

Dig Into Asset Allocation Methods

Asset allocation is among the most essential aspects of profitable investing, and there are a whole lot of strategies you should utilize to handle asset allocation. Whereas merely dividing your portfolio into a number of diversified funds is sweet sufficient for many buyers, extra detail-oriented buyers could wish to perceive the correlation between asset courses, and the way totally different property monitor collectively or individually. 

Pay To Save and Export Fashions

Whereas Portfolio Visualizer affords most of its instruments without cost, it’s essential to pay to save lots of portfolios and export fashions. In the event you’re a heavy consumer of the software, this may probably be a worthwhile improve because it makes evaluating totally different methods a lot simpler.

Are There Any Charges?

The Portfolio Visualizer software has a surprisingly sturdy free tier that unlocks most options and permits customers to research as much as 25 property without cost.

Nonetheless, for those who want to save or export your fashions to Excel or PDF to permit for simple comparisons, you’ll be able to select one of many following paid plans: 

The Primary Plan which prices $360 for a one-year subscription means that you can save and export as much as 50 fashions. The Professional plan prices $660 per 12 months. It means that you can save as much as 150 fashions, and it opens up options similar to customized tax evaluation.

I like to recommend testing out the free plan earlier than you decide to one of many dearer plans.

screenshot of portfolio visualizer plans and pricing page

How Does Portfolio Visualizer Evaluate?

Portfolio Visualizer has highly effective instructional options and means that you can perceive portfolio evaluation from many angles.

Nonetheless, the software program is extra helpful as an academic software. If you wish to look into the main points of your portfolio, an app like Empower or Morningstar’s Xray software will probably be extra helpful in serving to you perceive what’s taking place inside your portfolio.

Portfolio Visualizer is sensible to make use of if you find yourself contemplating modifications to your funding technique (particularly if you wish to withdraw cash out of your portfolio). It’s not notably useful for normal funding monitoring.

How Do I Open A Portfolio Visualizer Account?

To open a Portfolio Visualizer Account, navigate to the signup web page on the web site. You solely want to offer your identify, electronic mail deal with, firm sort, and password to get began. In the event you select to improve, you’ll additionally must enter your bank card info.

Is It Secure And Safe?

Portfolio Visualizer collects minimal details about you until you go for a paid tier. If you pay, you will want to offer bank card info together with private info similar to your identify, billing deal with, and electronic mail. Portfolio Visualizer makes use of encryption and different types of safety to maintain your info secure.

Portfolio Visualizer doesn’t promote buyer info, and it permits customers to decide out of any communications. Between these guarantees, the encryption, and the truth that it doesn’t connect with any of your accounts, Portfolio Visualizer is extraordinarily secure and safe. Making on-line funds is dangerous, however paying for Portfolio Visualizer is about as dangerous as ordering a ebook from Amazon.

How Do I Contact Portfolio Visualizer?

You’ll be able to fill out a request by way of Portfolio Visualizer’s web site or electronic mail admin@portfoliovisualizer.com. 

Is It Price It?

If you wish to find out about funding methods and do not thoughts doing a little in-depth analysis, you will discover Portfolio Visualizer to be an incredible software. The free tier offers you lots of info, and also you don’t should pay a dime for it. The paid tiers are fairly costly for instructional instruments, however they’re very detailed and may also help you develop into a extra educated investor.

General, we suggest utilizing the primary tier extensively earlier than paying for one of many dearer subscriptions.

Try Portfolio Visualizer right here >>

Portfolio Visualizer Options


Portfolio and funding analytics software program 

Free Plan


Paid Plans

Primary: $360/12 months; Professional: $660/12 months

Out there Instruments

  • Portfolio Evaluation 
  • Portfolio Optimization
  • Asset Analytics 
  • Issue Evaluation 
  • Tactical Allocation 

Variety of shares tracked

25 with free plan, as much as 150 with Primary and Professional plans

Export codecs

Excel, CSV, PDF

Buyer Service 

E mail: admin@portfoliovisualizer.com

Save and Export caps

Free plan: 0 / Primary: 50 / Professional: 150



Editor: Colin Graves

Reviewed by: Robert Farrington

The publish Portfolio Visualizer Assessment: Free Portfolio Evaluation Instruments appeared first on The School Investor.