What are the main differences between testfolio and Viewfolio?

testfolio has a free tier; Viewfolio is $$ (from paid $49–$99). testfolio also covers valuation in the workflow. testfolio is tagged for passive / index investing. Viewfolio is tagged for fundamental analysis.

index / testfolio vs Viewfolio

>_ testfolio vs Viewfolio

Q: How much do testfolio and Viewfolio cost?

testfolio: Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually. Viewfolio: paid $49–$99.

testfolio and Viewfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.

testfolio

Viewfolio

one-liner

Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.

Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.

best for

investors running portfolio simulations and allocation research with etfs

long-term investors tracking assets and following institutional research mapped to their holdings

key feature

models rebalancing and cashflows in historical portfolio simulations

maps institutional research and news directly to portfolio holdings

who uses it

Retail

asset class

Multi-asset

function

Portfolio Management, Research

Portfolio Tracking, Research

strategies

Passive / Index Investing, Long-Term Investing

Long-Term Investing, Fundamental Analysis

workflow

Research, Valuation, Monitoring

Research, Monitoring

instruments

ETFs

Stocks, ETFs

pricing

plans

Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually

paid $49–$99

free tier

yes

model

—

subscription

via

web

audience

retail

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