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Portfolio Visualizer

Web tools for portfolio backtesting, optimization and Monte Carlo simulation

About Portfolio Visualizer

Portfolio Visualizer is a browser-based suite for backtesting asset allocations, running factor regressions, optimizing portfolios and simulating retirement outcomes. It is geared toward long-term investors and advisors rather than active traders. The free tier works without a login but limits assets and history.

Best for: Long-term investors testing allocations, rebalancing rules and withdrawal plans.

Pros

  • No signup needed for free tier
  • Factor analysis and Monte Carlo tools
  • Clear, readable reports

Cons

  • Not for intraday or rule-based trading
  • Free tier caps assets and history
  • US-centric data

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