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About

Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term​. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.

About

Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors seeking a platform to get stock recommendations, manage their portfolio and visualize charts

Audience

Investment professionals searching for a solution to get financial insights and decision analytics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$67.23 per year
Free Version
Free Trial

Pricing

$30 per month
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 2.5 / 5
features 3.0 / 5
design 2.0 / 5
support 2.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MarketsMojo
India
www.marketsmojo.com/mojo/mpcombo

Company Information

SRL
Founded: 2024
United States
www.portfoliovisualizer.com

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel
Claim MarketsMojo and update features and information
Claim MarketsMojo and update features and information
Claim Portfolio Visualizer and update features and information
Claim Portfolio Visualizer and update features and information