Related Products
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About
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
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About
Use custom strategies with verified returns, set real-time alerts and stress-test your portfolio. High-return, backtested screeners you can add to your portfolio. DVM strategies choose high scoring stocks, helping you avoid weak investments. Portfolio analysis to improve your decisions. Calculate your portfolio NAV, analyze your buy/sell/hold decisions, see your earnings and valuation growth.
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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
Financial Advisors, Investors, Retail Investors
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Audience
Stock Analysis solution for businesses
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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 VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
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 InformationPortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net
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Company InformationTrendlyne
India
trendlyne.com
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Categories |
Categories |
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Integrations
Hedge3 Turnkey Wallet
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