Best Portfolio Analysis Tools for Microsoft Excel

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Compare the Top Portfolio Analysis Tools that integrate with Microsoft Excel as of September 2025

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This a list of Portfolio Analysis tools that integrate with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.

What are Portfolio Analysis Tools for Microsoft Excel?

Portfolio analysis tools are software platforms that help investors, asset managers, and financial analysts assess and optimize investment portfolios. These tools typically provide features for analyzing the performance of individual assets and entire portfolios, including return on investment (ROI), risk metrics, asset allocation, and diversification. Portfolio analysis tools also allow users to track historical performance, evaluate market trends, and simulate different investment strategies. By using these tools, users can make data-driven decisions to optimize their portfolios, reduce risks, and align their investments with financial goals. Compare and read user reviews of the best Portfolio Analysis tools for Microsoft Excel currently available using the table below. This list is updated regularly.

  • 1
    Portfolio Visualizer
    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.
    Starting Price: $30 per month
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  • 2
    Finominal

    Finominal

    Finominal

    ​Finominal offers a suite of institutional-grade portfolio analysis tools designed to enhance transparency and provide actionable insights for investors across global markets. It encompasses a comprehensive range of functionalities, including fund and security analysis, portfolio construction, and backtesting. Key tools such as the Portfolio Analyzer allow users to benchmark performance, assess factor exposures, and evaluate diversification. The Fund Reviewer and Fee Reducer assist in comparing mutual funds or ETFs and identifying cost-effective alternatives. For deeper insights, the Alpha Analyzer and Performance Benchmarker evaluate securities' performance metrics, while the Diversification Booster and Risk Scorer aid in optimizing portfolio composition. Finominal's Index Customizer and Volatility Optimizer facilitate tailored portfolio construction, and the Time Machine tool enables historical strategy backtesting.
    Starting Price: $120 per month
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  • 3
    Capitally

    Capitally

    Capitally

    ​Capitally provides an investment management solution that enables users to track, understand, and improve the performance of their investment strategies. It aggregates all accounts in one place, allowing users to track various asset types together, compare allocations across categories, and observe changes over time. It provides performance metrics such as realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows comparison with any benchmark. Users can analyze investment fees and passive income, track upcoming and estimated dividends, compare dividend, rent, and interest income, and view yield, yield on cost, and growth at a glance. Capitally supports automatic reinvestment and DRIP schemes. Advanced charting and comparison tools help identify factors impacting returns, narrow down specific time periods, and divide returns into capital, currency, dividends, and fees.
    Starting Price: €7 per month
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  • 4
    Portfolio Performance

    Portfolio Performance

    Portfolio Performance

    ​Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.
    Starting Price: Free
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