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
Other Popular Alternatives & Related Software
Tempo Portfolio Manager
Tempo Portfolio Manager (formerly LiquidPlanner) is a dynamic project scheduling and resource management platform that uses predictive AI to forecast when work will realistically be completed. Its scheduling engine runs Monte Carlo simulations using team bandwidth, task priorities, and ranged estimates to deliver completion forecasts with up to 90% confidence. Automatic resource leveling adjusts schedules instantly when priorities shift or team availability changes, highlighting bottlenecks and preventing burnout. By modeling uncertainty with ranged estimates rather than a single guess, it replaces static plans that are out of date the moment they are saved. Teams plan, predict, and optimize complex portfolios across the entire organization from a single workspace. Portfolio Manager is part of Tempo's broader Strategic Portfolio Management portfolio spanning planning, resourcing, cost, and reporting for delivery-focused organizations.
Learn more
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors.
With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions.
* Get started quickly by importing your accounts directly from brokerages.
* View prices, performance, allocations and much more.
* Chart the value of your investment portfolios over time.
* Keep watchlists of securities that are on your purchase list.
* Analyze historical price charts.
* Companion apps for iOS and Android.
* And much more...
Learn more
ChartLabs
ChartLabs is manual backtesting software for traders who want to know if their strategy works before they risk real money. You trade through historical charts the same way you'd trade live - placing orders, managing positions, making decisions in real time.
We source tick data from Dukascopy and clean it before you ever see it - removing spikes, gaps, and outliers that make backtests unreliable. Most platforms skip this. We don't.
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.
Learn more
Sharpee
Sharpee is a portfolio backtesting platform tailored for European investors, combining powerful quantitative analysis with an intuitive and accessible interface. Designed to be user-friendly even for those without a technical or financial background, Sharpee allows users to backtest portfolios including ETFs, stocks, and cryptocurrencies. The platform provides in-depth insights through key performance and risk metrics like Sharpe ratio, Sortino ratio, beta, rolling returns, Monte Carlo simulations, factor analysis, efficient frontier, as well as geographic and sector diversification. Moreover, Sharpee includes a dedicated bond screener for fixed income securities, offering advanced filtering options based on maturity, yield to maturity (YTM), coupon type, issuer, and other key parameters.
Learn more
Pricing
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
PortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net
Videos and Screen Captures
Other Useful Business Software
Build Agents and Models on One Platform
Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
