Audience
Financial Advisors, Investors, Retail Investors
About 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
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Markets: forex, indices, crypto, and commodities. Up to 20 years of history.
Analytics: profit factor, max drawdown, Sharpe ratio, Sortino ratio, Monte Carlo simulation, strategy correlation. The stuff professional traders actually look at.
Multi-screen charting, trade tagging, chart snapshots on every trade, training and verification sessions, drawing tools, indicators, keyboard shortcuts.
One plan. Everything included. Free trial, no credit card required.
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Pricing
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
PortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
