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PortfolioMetrics icon

PortfolioMetrics

Backtest your investment strategy to assess performance and risk. Compare it to a benchmark. Simulate returns. And optimize asset allocation.

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Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
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PortfolioMetrics information

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs up to $46 per month + free version with limited functionality.

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  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce
PortfolioMetrics was added to AlternativeTo by PortfolioMetrics on and this page was last updated .
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What is PortfolioMetrics?

PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy.

With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts.

Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights.

The platform supports:

  • Historical backtests based on real market data
  • Strategy comparison and benchmarking
  • Key metrics like CAGR, drawdowns, and Sharpe ratio
  • Advanced tools like Monte Carlo
  • Export options (PDF, CSV) and public sharing links