>_ alternatives to testfolio
5 portfolio management tools that do a similar job to testfolio, with the facts side-by-side.
See full data, pricing and features on the testfolio profile page.
the tool you're replacing
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
testfolio is a web-based backtesting tool for ETF portfolios. it models asset allocation comparisons, rebalancing scenarios, and cashflow impacts using historical data, displaying risk-return metrics over time.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| testfolio (this tool) | backtesting ETF portfolios with customizable rebalancing and cashflow assumptions | $? | Retail |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE | Retail, RIA |
| DeepVest | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL | RIA |
| Viewfolio | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ | — |
- Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- 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
- Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact