Portfolio Visualizer
Tools for Better Investors
Portfolio Visualizer is a powerful web-based investment analytics and portfolio modeling platform launched in 2013 (originally by Silicon Cloud Technologies, LLC, based in Austin, Texas). It provides individual investors, advisors, and institutions with sophisticated tools to backtest portfolios, run Monte Carlo simulations, perform factor regression, and analyze asset allocation strategies—all without requiring programming skills. Widely appreciated for its intuitive interface and depth of quantitative features, Portfolio Visualizer enables users to evaluate historical performance, optimize portfolios, and test tactical strategies such as momentum or moving average models. Today, it operates as part of SRL Global’s suite of analytics solutions, integrating its robust modeling engine into SRL’s broader enterprise-focused platform known as SRL Analytics.
2013
United States
- Banking
- Financial-services
- Insurance
- Investment-banking-venture
- English
Industries
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Banking
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Financial-services
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Insurance
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Investment-banking-venture
Licensing & Deployment
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Proprietary
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Cloud Hosted
Support
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Email
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24x7 Support
Portfolio Visualizer Core Features
Focus of Portfolio Builder Feature
- Analytics Integration
- Drag-and-Drop or No-Code Editor
- Performance & Speed Optimization
- Project & Category Organization
- Responsive Design Templates
- SEO Optimization Options
Portfolio Visualizer Pricing
Pricing Type
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Flat Rate
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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14 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
Plans & Packages
Basic
$30 Per Month
Features
- Save and Import Portfolios (3)
- Save Simulation Models
- Save Optimization Models
- Save Tactical Allocation Models
- Excel/CSV/PDF Export
- Configurable Asset Backfills
Pro
$55 Per Month
Features
- This plan includes all the features from Basic plan
- Customized PDF Reports (4)
- Custom Data Series (5)
- Management Fees
- Save Capital Market Assumptions
- Customized Tax Assumptions
- Team Member Account Synchronization (6)
Portfolio Visualizer Reviews
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