Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor …

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, …

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected asset class level allocations in order to analyze and backtest portfolio returns, risk characteristics, …

Portfolio optimizer supporting mean variance optimization to find the optimal risk adjusted portfolio that lies on the efficient frontier, and optimization based on minimizing cvar, diversification or maximum …

This Monte Carlo simulation tool provides a means to test long term expected portfolio growth and portfolio survival based on withdrawals, e.g., testing whether the portfolio can sustain the planned …

Backtest moving average based models for a single asset or for a portfolio of assets. For example, test a tactical asset allocation model based on the S&P 500 index using VFINX with a 10-month simple …

Fund Performance Analysis Fund Performance Overview Select mutual fund or ETF for analysis. You can also choose the benchmark to compare the fund against.

Portfolio Visualizer does not provide preferential treatment to any specific security or investment. The results are based on the total return of assets and assume that all received dividends and …

(3) Basic plan allows 50 portfolio models to be saved and pro plan enables 150 portfolio models. (4) Customize fonts, color themes, branding logos, and disclosures. Include or exclude specific report …

This portfolio backtesting tool allows you to backtest a historical sequence of dynamic portfolio allocations where the portfolio model assets and their weights have changed over time.