Comparison · 2026 Edition
Best portfolio analytics tools (2026): 7 platforms compared.
Seven platforms ranked for the retail-quant investor and advisor managing multi-asset portfolios. Ranked by scope fit, not by marketing reach. Each tool has an honest weakness disclosed so the reader can pick the right one for their workflow — including keeping two side-by-side, which is common.
Disclosure. This list is published by MEDGE Capital, which is included at #1 based on scope fit for the target reader (retail-quant / multi-asset portfolios with macro context). MEDGE would plausibly rank #2-4 for other readers — equity-only researchers should likely start with Koyfin, factor-decomposition users with Portfolio Visualizer. Pricing and feature data verified June 2026 against each vendor's public site; verify with the vendor before deciding.
The criteria
Five measurable dimensions, no subjective stars:
- 1.Free access. Does the platform have a free tier with no time limit? Free trials count separately.
- 2.Multi-currency base. Can one portfolio be converted into a single base currency of the investor (EUR, GBP…), or is everything shown in USD or in each instrument’s own currency?
- 3.CVaR + optimization. Does it ship Conditional Value-at-Risk and at least one portfolio optimization objective?
- 4.Regulatory data (SEC 13F). Are SEC 13F institutional holdings / Form 4 insider trades / CFTC COT available in the same workspace?
- 5.UCITS / European coverage. Can European UCITS ETFs and other non-US listings be analysed?
The ranking
MEDGE Capital
PublisherPortfolio diagnosis and custom stress scenarios, with a regulatory-data layer.
Best for
Retail-quant + advisors managing multi-asset portfolios with macro / regulatory context
Pricing
Free · Essential €14.99/mo · Plus €39.99/mo · Pro €59.99/mo · Advisor €159/mo (yearly options)
Weakness: Factor regression uses ETF-based factors via AI assistants rather than the academic Fama-French series; no base-currency conversion (each instrument in its own currency); equity fundamentals lighter than specialists.
Open MEDGE CapitalPortfolio Visualizer
A US-centred backtester with mean-variance optimization and Monte Carlo, billed annually.
Best for
Investors whose portfolio is entirely US-listed
Pricing
Free tier (15 assets) · $360/yr Basic · $660/yr Pro
Weakness: US-centric instrument coverage, annual billing, no regulatory data layer.
Visit Portfolio VisualizerKoyfin
Bloomberg-terminal alternative for equity research and advisor workflow. 500k+ users.
Best for
Equity analysts and independent advisors needing fundamentals depth + macro dashboards
Pricing
Free tier · Plus $39/mo · Premium $79/mo
Weakness: Built for market and company research; portfolio optimization, CVaR and scenario testing are not its focus.
Visit KoyfinTIKR
Stock fundamentals across 100k+ companies in 92 countries. Retail pricing.
Best for
Stock picker / fundamental researcher with global coverage needs
Pricing
Free · Plus $19.95/mo · Pro $39.95/mo
Weakness: Single-stock focus, not portfolio-level. No risk methodology, no macro positioning.
Visit TIKRStock Rover
US fundamental screening with 670 criteria, mature library of dividend analytics.
Best for
US dividend / fundamental screening on long-tail tickers
Pricing
Free · Essentials $7.99/mo · Premium Plus $27.99/mo
Weakness: US-only, no portfolio risk methodology, no macro / regulatory data layer.
Visit Stock RoverEmpower (Personal Capital)
Free portfolio aggregator + retirement projection. US-only.
Best for
US retail investors wanting basic net-worth + portfolio overview at zero cost
Pricing
Free
Weakness: Lead-gen for wealth-management upsell. No CVaR/optimization, no regulatory data, no UCITS.
Visit Empower (Personal Capital)Kubera
Premium net-worth tracking across brokerages, banks, crypto, real estate.
Best for
HNW individuals wanting cross-asset net-worth tracking
Pricing
$15/mo or $150/yr
Weakness: Net-worth tracker, not portfolio analytics. No backtesting, no risk methodology, no optimization.
Visit KuberaHow to pick — decision tree
- You manage a multi-asset portfolio and care about CVaR / tail risk → MEDGE Capital. The free tier is enough to verify the metrics before upgrading.
- You want factor regressions and risk decomposition you can run from your AI assistant → MEDGE Capital: tradable ETF factors with Newey-West t-stats, Euler risk contributions and 59 MCP tools.
- You spend most of your day on bottom-up equity research → Koyfin. Capital IQ depth + the advisor workflow is what you're paying for.
- You want global stock fundamentals at retail pricing → TIKR. 100k+ stocks across 92 countries at $19.95/mo.
- You need a US dividend / fundamental screener → Stock Rover. The 670 screening criteria + dividend analytics library are mature.
- You just want a free net-worth aggregator → Empower (US-only) or Kubera (global, premium). Neither is portfolio analytics in the rigorous sense.
It is normal to use two tools. Many serious retail-quant investors keep MEDGE Capital open for portfolio + risk + macro and Koyfin (or Portfolio Visualizer) open for security-level or factor-level research. The two workflows do not overlap meaningfully — they complement.
Try MEDGE Capital — diagnosis and stress scenarios for multi-asset portfolios.
Free tier with no time limit. Essential €14.99/month, Plus €39.99/month with a 7-day trial, Pro €59.99/month with the AI-narrated report and Workbench, Advisor €159/month; yearly billing saves about two months.
Start free — no card requiredMethodology: each platform was scored against the 5 criteria above based on publicly listed product information as of June 2026. No vendor paid for inclusion or placement. MEDGE Capital is the publisher, included at #1 by scope fit for the target reader; the disclosure block at the top of this page makes the publisher relationship explicit so the ranking can be evaluated accordingly. All competitor trademarks belong to their respective owners.