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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.
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About
R0Y is an AI-native investing platform designed to help users analyze financial markets and build customized trading dashboards using natural language instead of manual tools. It allows users to describe the type of market view or analysis they want, and it automatically generates a live, fully functional dashboard with charts, data, and signals in real time. It eliminates the need for spreadsheets, multiple tabs, or complex financial software by centralizing research, visualization, and execution into a single interface. Users can explore stocks, crypto, earnings data, macro trends, and investment strategies by simply asking questions, with the system instantly transforming those inputs into structured insights and visualizations. It includes features such as customizable widgets, real-time data tracking, and dynamic dashboards that adapt to the user’s workflow, allowing for flexible and personalized analysis.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment professionals searching for a solution to get financial insights and decision analytics
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Audience
Retail investors, traders, and finance enthusiasts who want to analyze markets and build real-time trading dashboards using AI instead of manual tools
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$30 per month
Free Version
Free Trial
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Pricing
$20 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSRL
Founded: 2024
United States
www.portfoliovisualizer.com
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Company InformationR0Y
Founded: 2025
United States
www.r0y.xyz/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Charles Schwab
Coinbase
Google Sheets
Microsoft Excel
Robinhood
Webull
moomoo
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Integrations
Charles Schwab
Coinbase
Google Sheets
Microsoft Excel
Robinhood
Webull
moomoo
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