index / Merrill Edge Investment Tools vs Portfolio Visualizer
>_ Merrill Edge Investment Tools vs Portfolio Visualizer
Merrill Edge Investment Tools and Portfolio Visualizer, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Merrill Edge Investment Tools
Portfolio Visualizer
one-liner
Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
best for
—
investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes.
key feature
integrated suite of calculators for retail brokerage account holders
Free 35+yr backtests across funds and asset classes
who uses it
—
Retail, RIA
asset class
Multi-asset
Multi-asset
function
Portfolio Management, Research
Portfolio Tracking
strategies
Long-Term Investing, Passive / Index Investing, Fundamental Analysis
Long-Term Investing, Passive / Index Investing, Quant / Systematic
workflow
—
Research, Valuation, Monitoring
instruments
Stocks, ETFs, Mutual Funds, Bonds, Options
—
regions
North America
—
pricing
FREE
FREE
plans
—
Free $0
free tier
yes
yes
model
free
—
via
web
web
audience
retail
—
upvotes
0
0
Merrill Edge Investment Tools vs Portfolio Visualizer: key differences
- Portfolio Visualizer also covers research, valuation, monitoring in the workflow.
- Portfolio Visualizer lists Retail, RIA users; Merrill Edge Investment Tools does not.
- Merrill Edge Investment Tools is tagged for fundamental analysis.
- Portfolio Visualizer is tagged for quant / systematic.
about Portfolio Visualizer
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.
Merrill Edge Investment Tools
Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
[↗] visit merrilledge.comPortfolio Visualizer
Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
[↗] visit portfoliovisualizer.comSee full data, pricing and alternatives on the Merrill Edge Investment Tools profile page, or the Portfolio Visualizer profile page.