Bloomberg AIM 7.9 Visit Portfolio Visualizer
portfoliovisualizer.com
Spec sheet
- Free plan
- YesRead 24 Sep 2026 · portfoliovisualizer.com
- Security
- The privacy policy says sensitive data is stored behind multiple firewalls on secure servers with restricted employee access, and that SSL is used for sensitive transmissions.Read 2 Oct 2026 · portfoliovisualizer.com
- Privacy
- The privacy policy says user information will not be rented or sold to third parties.Read 2 Oct 2026 · portfoliovisualizer.com
- Account trial
- The signup page offers a 14-day free trial with access to all features.Read 2 Oct 2026 · portfoliovisualizer.com
- Allocation analysis
- YesRead 24 Sep 2026 · portfoliovisualizer.com
- Analysis tools
- The site lists portfolio backtesting, Monte Carlo simulation, portfolio optimization, factor regression, asset analytics, and tactical allocation models.Read 2 Oct 2026 · portfoliovisualizer.com
- Asset class coverage
- multi_assetRead 24 Sep 2026 · portfoliovisualizer.com
- Data sources
- The fund screener identifies Morningstar as the source of fund fundamentals data.Read 2 Oct 2026 · portfoliovisualizer.com
- Disclosures
- The site says its tools are for educational and illustrative purposes, outputs are hypothetical, and it does not provide investment, legal, accounting, or tax advice.Read 2 Oct 2026 · portfoliovisualizer.com
- Exports and imports
- The pricing page lists Excel, CSV, and PDF export, portfolio saving and importing, and custom data series among plan features.Read 2 Oct 2026 · portfoliovisualizer.com
- Fund screener
- The fund screener searches ETFs or mutual funds by category and performance and offers more detailed performance and risk statistics for selected funds.Read 2 Oct 2026 · portfoliovisualizer.com
- Maximum portfolios
- 50Read 24 Sep 2026 · portfoliovisualizer.com
- Payments
- The privacy policy says the company does not hold card details and outsources card transactions to providers such as PayPal, Braintree, and Stripe.Read 2 Oct 2026 · portfoliovisualizer.com
- Performance reporting
- YesRead 24 Sep 2026 · portfoliovisualizer.com
- Portfolio backtesting
- The backtesting tool constructs portfolios from mutual funds, ETFs, and stocks and analyzes returns, risk characteristics, style exposures, and drawdowns.Read 2 Oct 2026 · portfoliovisualizer.com
- Portfolio comparisons
- Users can compare up to three portfolios against a benchmark and specify periodic contributions or withdrawals and a rebalancing strategy.Read 2 Oct 2026 · portfoliovisualizer.com
- Risk analysis
- YesRead 24 Sep 2026 · portfoliovisualizer.com
Plans and prices
Free Free Personal and Educational Use · No Login Required · free tier supports portfolios with up to 15 assets with limited history and excludes current month-to-date results Read 2 Oct 2026 · portfoliovisualizer.com
Basic $30 a month Billed Annually Personal and Educational Use · up to 150 assets with YTD results · 50 portfolio models can be saved Read 2 Oct 2026 · portfoliovisualizer.com
Pro $55 a month Billed Annually Personal and Commercial Use · up to 150 assets with YTD results · 150 portfolio models can be saved Read 2 Oct 2026 · portfoliovisualizer.com
Where Specifiction places it
- Quant Tools#1 of 188.1
- Portfolio Management Software#42 of 817.8
Alternatives to Portfolio VisualizerAll alternatives →
Bloomberg AIM 7.9 Visit