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

Pricing

Free Version:
Free Version available.

Integrations

No integrations listed.

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Company Information

PortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

PortfolioMetrics Frequently Asked Questions

Q: What kinds of users and organization types does PortfolioMetrics work with?
Q: What languages does PortfolioMetrics support in their product?
Q: What kind of support options does PortfolioMetrics offer?
Q: What type of training does PortfolioMetrics provide?

PortfolioMetrics Product Features