A Portfolio Visualizer alternative for what you own.
These are two different tools. Portfolio Visualizer is an analysis platform for backtesting, Monte Carlo simulation, optimization and factor analysis of hypothetical portfolios. It is not a tracker of live holdings.
FortuneOK is the tracker for what you actually own. It does not backtest or simulate. Many people use one to test an idea and the other to follow what they did with it.
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Side by side
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| Topic | Portfolio Visualizer | FortuneOK |
|---|---|---|
| What it is for | Backtesting, Monte Carlo simulation, optimization, factor analysis and tactical allocation of hypothetical portfolios. | Tracking the portfolio you actually hold, from your real transactions. |
| Backtesting and simulation | Yes, and it is the core of the product. | None. FortuneOK does not backtest, simulate or optimize. |
| Price | A free tier (no login, up to 15 assets, limited history), Basic at $30 a month billed annually (150 assets, 50 saved portfolios) and Pro at $55 a month billed annually (150 assets, 150 saved portfolios). Trial length, currency and tax basis are not stated. | One plan: $119 billed annually or $14 billed monthly, taxes included. 14-day free trial, no card. |
| Getting your portfolio in | Import an Excel or CSV file of tickers with a weight or a balance, or enter it by hand. | Sync 28 brokers, import a CSV or Excel file of transactions, or add holdings by hand. |
| Market data | Morningstar and Commodity Systems data for US and Canadian securities, funds and ETFs. | Live quotes for US, UK and Canadian markets, plus crypto and forex. |
| Results | They describe results as hypothetical and not indicative of future results. | Based on your actual trades, with each one converted at the rate of its own day. |
| Platforms | Web only. | A web app that works on a phone. There is no separate app. |
Choose Portfolio Visualizer if
- You want to backtest a strategy or an allocation before you commit money.
- You want Monte Carlo simulation, optimization or factor analysis.
- You want to try ideas on a portfolio without entering real trades, and the free tier is enough.
Choose FortuneOK if
- You want to follow what you actually own, with real trades, value and return over time.
- You hold money in more than one currency and want it read in yours.
- You want goals, allocation targets and a performance chart against the S&P 500.
- You want your holdings synced from a broker instead of typed in.