Portfolio Visualizer Coupons
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Portfolio Visualizer Was Founded In 2012 By Samuel Calcavecchia As An Online Portfolio Analysis And Management Tool. The Website Allows Users To Evaluate Portfolio Performance, Run Simulations, Conduct Optimizations And Analyze Investments.
Portfolio Visualizer Operates In The Financial Services Category As It Provides Analytics And Modeling Tools For Investors. Users Can Access Tools Like Backtesting, Factor Analysis, Monte Carlo Simulations And Tactical Asset Allocation Without Expensive Portfolio Management Software.
Some Key Merchant Categories On Portfolio Visualizer Include Portfolio Analytics, Asset Allocation Modeling, Factor Modeling, Portfolio Optimization And Online Investment Tools. It Utilizes Commonly Used Finance Related Words Like Beta, Sharpe Ratio, Returns, Risks, Correlations, Efficient Frontier, Monte Carlo Simulations And More.
The Website Is Free To Use But Offers Premium Subscription Plans Ranging From $20-100 Per Month For Additional Features And Increased Data Capacity. Users Can Save Money By Starting With The Free Basic Tools To Evaluate Strategies Before Upgrading. Setting Price Alerts And Tracking Investment Expenses Also Helps Minimize Costs.
Portfolio Visualizer Is Available Online 24/7 For Convenience. Users Can Access The Tools From Any Internet Connected Device. While It Doesn't Have Dedicated Customer Support Hours, The Extensive Online Documentation And Examples Are Helpful Resources For Self-service Issues.
What Are Some Features Of Portfolio Visualizer?
Some Key Features Include Backtesting Portfolios, Running Monte Carlo Simulations, Optimizing Asset Allocations, Analyzing Funds And ETFs, Modeling Asset Correlations And More. It Offers Quantitative Tools For Tasks Like Risk Profiling, Factor Analysis And Tactical Allocation Strategies.
How Do I Sign Up For Portfolio Visualizer?
You Can Easily Sign Up For A Free Portfolio Visualizer Account On Their Website. Just Provide Your Email Address And Choose A Password During Registration. A Premium Paid Subscription Is Not Required To Access Many Basicfeatures.
Is Portfolio Visualizer Free To Use?
Portfolio Visualizer Has Both Free And Paid Subscription Plans. The Basic Tools And Limited Data Capacity Are Free Forever. Premium Subscriptions Starting At $20/month Unlock Additional Advanced Tools And Increased Data Limits For Power Users.
What Data Sources Does It Use?
Portfolio Visualizer Pulls Historical Price And Return Data For Stocks, ETFs, Mutual Funds And Indexes From Major Providers Like Morningstar, Yahoo Finance, Kenneth French And More. The Available Asset Coverage And Date Ranges Depend On The Subscription Level.
Can I Import My Portfolio From Other Platforms?
Currently Portfolio Visualizer Does Not Directly Connect To Other Brokerages Or Platforms For Automatic Importing. However, You Can Manually Enter Holdings And Returns To Analyze Past Portfolio Performance Within The Tools.
