Portfolio & risk analytics · Portfolio Visualizer, LLC

Portfolio Visualizer

Web-based portfolio backtesting, Monte Carlo simulation and factor analysis tool used by individual investors and advisors.

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Portfolio Visualizer is a browser-based analytics tool for backtesting asset-allocation portfolios against historical returns, running Monte Carlo simulations for retirement and withdrawal planning, optimizing portfolios for risk/return tradeoffs, and running factor regressions to see what's driving a fund or portfolio's returns. It also supports tactical allocation model testing and asset-class correlation analysis. The free tier covers personal and educational use with a 15-asset limit and no login required; paid Basic and Pro tiers raise the asset limit, add commercial-use licensing, and (on Pro) team account sharing for advisory firms.

At a glance

Vendor Portfolio Visualizer, LLC
Pricing model Free tier + paid plans
Free tier Yes
Deployment Cloud
Open source No
Best for Individual investors and advisors who want to backtest allocations and run retirement simulations without a full terminal.

Pricing

Free tier (personal/educational, up to 15 assets, no login) plus Basic and Pro monthly plans billed annually.

Plan Price Notes
Free $0 personal/educational use, up to 15 assets, no login required
Basic $30/month billed annually; personal/educational use, up to 150 assets, 50 saved models
Pro $55/month billed annually; personal and commercial use, up to 150 assets, 150 saved models, team sync

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Features

  • Historical portfolio backtesting
  • Monte Carlo simulation for retirement/withdrawal planning
  • Portfolio optimization (risk/return)
  • Factor regression analysis
  • Tactical allocation model backtesting
  • Asset correlation and efficient-frontier analysis
  • Customizable PDF reports and Excel/CSV export

Integrations

Profile last reviewed September 21, 2026

Alternatives

MSCI Barra Institutional multi-factor risk models used to decompose portfolio risk and build optimized portfolios against benchmarks. SimCorp Axioma Portfolio construction, risk and attribution tools built on Axioma's factor models, now integrated into SimCorp One. Nitrogen Advisor risk-tolerance and portfolio analytics platform, rebranded from Riskalyze, centered on its Risk Number methodology.

Portfolio Visualizer in the index now

Terms to know

Regression analysis A statistical method for estimating the relationship between one outcome variable and one or more predictor variables. Predictive analytics Analytics that uses historical data and statistical models to estimate what is likely to happen next. Backtesting Testing a trading or investment strategy against historical data to see how it would have performed. Monte Carlo simulation A technique that models uncertainty by running a scenario many times with randomly sampled inputs to see the range of outcomes.

Related guides

How to choose a portfolio and risk analytics tool Pick a portfolio and risk tool by who uses it and what they need decomposed, not by the report gallery in the demo.