>_ alternatives to Portfolio Visualizer
10 portfolio tracking tools that do a similar job to Portfolio Visualizer, with the facts side-by-side.
See full data, pricing and features on the Portfolio Visualizer profile page.
the tool you're replacing
Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
free backtesting and portfolio analysis platform for simulating investment strategies using historical data back to 1987. tools include asset allocation backtesting, monte carlo simulation, efficient frontier optimization, factor analysis, and tactical asset allocation models. supports mutual funds, etfs, equities, and custom asset classes with reporting features.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Portfolio Visualizer (this tool) | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE free tier | Free $0 | Retail, RIA |
| testfolio | investors running portfolio simulations and allocation research with etfs | $? free tier | Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually | Retail |
| Fear & Greed Chart | retail traders and analysts wanting a free real-time sentiment gauge with historical backtest data and api access | FREE free tier | Free $0 | Retail |
| Blossom Social | retail investors who want to track portfolios and dividends alongside a community feed of other investors' activity | $? | — | Retail |
| DeepVest | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL free tier | Free $0 · Pro $29.99 | RIA |
| Rallies: AI Financial Copilot | retail investors seeking unified portfolio monitoring and conversational equity research on mobile | FREE-$ free tier | Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99 | Retail |
| Wolfora | pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform | FREE-$$ free tier | 14-day free trial €0 · Monthly plan €9.99/month · Annual plan €8.25/month (billed €99/year) | Retail |
| Viewfolio | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | paid $49–$99 | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| Vanguard Tools and Calculators | integrated suite of calculators tied to Vanguard's brokerage and 529 accounts | FREE free tier | — | — |
| Merrill Edge Investment Tools | integrated suite of calculators for retail brokerage account holders | FREE free tier | — | — |
free alternatives to Portfolio Visualizer
- testfolio — investors running portfolio simulations and allocation research with etfs · Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually
- Fear & Greed Chart — retail traders and analysts wanting a free real-time sentiment gauge with historical backtest data and api access · Free $0
- DeepVest — financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. · Free $0 · Pro $29.99
- Rallies: AI Financial Copilot — retail investors seeking unified portfolio monitoring and conversational equity research on mobile · Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99
- Wolfora — pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform · 14-day free trial €0 · Monthly plan €9.99/month · Annual plan €8.25/month (billed €99/year)
- Vanguard Tools and Calculators — integrated suite of calculators tied to Vanguard's brokerage and 529 accounts
- Merrill Edge Investment Tools — integrated suite of calculators for retail brokerage account holders
Portfolio Visualizer alternatives for other asset classes
- Blossom Social (Equities) — retail investors who want to track portfolios and dividends alongside a community feed of other investors' activity
- Rallies: AI Financial Copilot (Equities) — retail investors seeking unified portfolio monitoring and conversational equity research on mobile · Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Fear & Greed Chart— Fear & Greed Index score with real-time 5-component analysis. Historical backtest showing S&P 500 returns by sentiment zone, sentiment velocity tracking, sector divergence, and economic calendar. Updated live from market data.
- Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.EquitiesPortfolio Tracking$?· social feed showing real investor portfolios and community buying activity
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- Wolfora— Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.Multi-assetPortfolio TrackingFREE-$$· integrated PEA + brokerage + crypto portfolio tracker for French investors
- Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.Multi-assetPortfolio Tracking$$· maps institutional research and news directly to portfolio holdings
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accountsMulti-assetPortfolio ManagementFREE· integrated suite of calculators tied to Vanguard's brokerage and 529 accounts
- Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.Multi-assetPortfolio ManagementFREE· integrated suite of calculators for retail brokerage account holders