Is MEDGE Capital just a European version of Portfolio Visualizer?

No. MEDGE covers global markets natively in a single workspace — US-listed ETFs and stocks, European UCITS, UK and Asian indices — with multi-currency base (USD / EUR / GBP / CHF). On top of that it adds a regulatory data layer Portfolio Visualizer does not have at all: SEC 13F holdings, SEC Form 4 insider trades, CFTC COT futures positioning, FCA UK short interest, ECB / Fed / BoJ / BoE balance sheets, and a 192-country World Bank risk choropleth. PV is a US factor-regression tool; MEDGE is a cross-market portfolio + macro intelligence platform.

Why does MEDGE bill monthly when Portfolio Visualizer requires annual?

We do not believe analytics tools should be sold with a 12-month upfront lock-in before the user has even verified that the workflow fits. MEDGE Pro is €14.99 / month, cancel anytime from your account, you keep access until the end of the billing period. No proration, no penalties, no annual commitment.

How do I move my portfolio from Portfolio Visualizer to MEDGE?

Paste your tickers + weights into the MEDGE Portfolio Analyzer. No API connection or OAuth required (PV exports tickers as text, MEDGE accepts them directly). You will see the same return / Sharpe / Max Drawdown numbers within a few percentage points, plus the CVaR / Monte Carlo / crisis presets / macro layer that PV does not offer.

Does MEDGE do factor regression like Portfolio Visualizer?

Factor regression (Fama-French 3-factor, Carhart 4-factor) is intentionally not the focus of MEDGE. We prioritise risk decomposition (CVaR 95% / 99%, Pain Index, Ulcer Index, drawdown stress tests), one-click crisis-library backtests, and the SEC / CFTC / ECB / FCA regulatory data layer — the parts of the modern retail-quant workflow that PV does not address. If factor-only decomposition is your single use case, PV is a specialist tool for that one job.

Why pick MEDGE Capital over Portfolio Visualizer?

Three structural reasons. (1) Cross-market: real coverage of European UCITS, UK and Asian markets with a base currency of your choice — PV is US-only on instruments and USD-only on currency. (2) Regulatory + macro data on the same page as your portfolio — SEC 13F, CFTC COT, ECB balance sheets, FCA shorts — none of which PV ships. (3) Pricing: €14.99/month cancel-anytime versus $360/year up-front. Add the AI-narrated PDF report, the crisis-library presets and the 192-country risk choropleth and the value gap widens further.

Comparison · MEDGE Capital vs Portfolio Visualizer

Looking for a Portfolio Visualizer alternative? An honest comparison.

Portfolio Visualizer is a US-focused factor-regression specialist — US-listed instruments only, USD-base accounts only, annual billing. MEDGE Capital is the cross-market portfolio + macro intelligence platform: US-listed ETFs, European UCITS, UK and Asian indices in a single workspace with multi-currency base, plus the SEC / CFTC / ECB / FCA regulatory data layer modern retail-quant investors actually want. Different scopes, different prices. Below: every dimension, side by side.

TL;DR

Portfolio Visualizer is built for…

· One specific use case: Fama-French / Carhart factor regression
· US-only ETFs in a USD-base account
· Investors comfortable with annual up-front billing

MEDGE Capital is built for…

· Portfolios spanning US, European (UCITS), UK or Asian markets in any base currency
· Investors who want SEC 13F, CFTC COT, ECB and FCA data on the same page as their portfolio
· One-click 2008 / 2020 / 2022 stress tests on live weights, not a manual date range
· Monthly billing with cancel-anytime, not 12-month lock-in
· An AI-narrated PDF report that compiles the analysis end-to-end

Try MEDGE free for 7 daysNo card charge until day 8 · Cancel anytime

Side-by-side, 23 dimensions

Categories grouped pricing first (most user-relevant), then analytics, regulatory + macro data, cross-market coverage, and reports / UX. One row records the dimension where Portfolio Visualizer is the specialist — kept in for transparency.

Side-by-side comparison of MEDGE Capital and Portfolio Visualizer across pricing, analytics, macro data, multi-market coverage, and reporting.
Dimension	MEDGE Capital	Portfolio Visualizer
Price (Pro tier)	€14.99 / month	$360 / year up-front
Billing cadence	Monthly, cancel anytime	Annual lock-in only
Free tier	Yes, no time limit	Yes, 15 assets cap
Free trial	7 days, no charge until day 8	14 days, full features
Historical backtesting
Monte Carlo simulation
CVaR (95% + 99%)		partial
Optimization objectives	12 (Sharpe, Sortino, Calmar, Omega, CVaR, Risk Parity, Min Vol, Max Return, ...)	6-8 standard
Factor regression (Fama-French / Carhart)	Not in scope — by design
Crisis library presets	2008 GFC · 2020 COVID · 2022 Bear · 2018 Q4	Manual date range only
Stress test on live weights	One click, four presets	Manual setup
SEC Form 4 insider trades
SEC 13F institutional holdings
CFTC COT futures positioning
FCA UK short interest
Central bank balance sheets	Fed, ECB, BoE, BoJ
World Bank macro indicators (192 countries)
US-listed ETFs and stocks
UCITS ETFs (EU-domiciled)		limited
UK + Asian indices and ETFs		limited
Multi-currency base (USD / EUR / GBP / CHF)		USD-only
AI-narrated PDF report	Enterprise tier	AI explanations only (no full report)
Mobile responsive		partial

Comparison reflects publicly listed Portfolio Visualizer product information as of May 2026. Tiers and feature sets evolve — verify with each vendor before deciding.

What Portfolio Visualizer specialises in

One scope where PV is the dedicated specialist — listed in the interest of an honest comparison.

Fama-French / Carhart factor regression

If your investment thesis hinges on Mkt / SMB / HML / UMD decomposition with rolling windows, PV is the dedicated retail tool for that specific job. MEDGE Capital deliberately doesn't replicate factor regression — our scope is risk decomposition, crisis stress tests and the macro / regulatory data layer PV doesn't address.

Where MEDGE Capital wins

Five areas where MEDGE was built specifically because Portfolio Visualizer did not cover them.

Macro & regulatory data on the same page

SEC Form 4 + SEC 13F (institutional flows), CFTC TFF (futures positioning), FCA SPR (UK short interest), ECB / Fed / BoJ / BoE balance sheets (central-bank tracking), World Bank macro indicators (Risk Map across 192 countries). Portfolio Visualizer ships zero of these.

Global market coverage

US-listed ETFs and stocks, European UCITS, UK and Asian indices (FTSE MIB, DAX, CAC, IBEX, AEX, SMI, FTSE 100, Nikkei, Hang Seng) — all in the same portfolio module with a base currency of your choice (USD, EUR, GBP, CHF). Portfolio Visualizer is US-only on instruments and USD-only on the base, so a Dublin-domiciled UCITS or an FTSE 100 fund need mental conversion before they fit.

Crisis-library stress tests

One-click backtest on 2008 GFC, 2020 COVID, 2022 Bear Market, 2018 Q4 selloff with your live weights. PV gives you a manual date range and you have to know the dates. MEDGE picks them for you and labels the regime.

AI-narrated PDF report (Enterprise)

The TL;DR grade A-F verdict, risk decomposition, stress test scenarios and Monte Carlo bands compiled into a print-ready PDF with OpenAI-generated executive narrative. PV's AI overlay produces inline explanations, not a full deliverable you can send to a client.

Monthly, cancel anytime

€14.99 / month for Pro, billed monthly. Cancel anytime from /account, no proration, no penalties. PV charges $360 annually upfront for Basic, $660 for Pro — meaningful cash outlay before you know whether the tool fits.

Honest data sourcing

Every regulatory feed is cited inline: SEC EDGAR, CFTC TFF, ECB Data Portal, FCA SPR, MarketStack, World Bank, IMF COFER. No black-box scoring. Our CVaR vs VaR deep dive and Risk Parity vs 60/40 walk through the math behind the optimization defaults.

Pricing: monthly vs annual

MEDGE Pro

€14.99 / month

· 7-day free trial, no charge until day 8
· Cancel anytime, no proration
· €180 / year if you stay 12 months
· €0.50 / day equivalent

Portfolio Visualizer

$360 / year (Basic)

· $660 / year for Pro (150 models, 150 assets)
· Annual billing only — no monthly option
· 14-day free trial
· $1 / day equivalent at Basic tier

Translated to comparable units: MEDGE Pro is ~50% cheaper than Portfolio Visualizer Basic on a per-month basis, and ~73% cheaper than PV Pro. Both tools start with a free trial, but only MEDGE ships with monthly cancel-anytime billing — no 12-month up-front commitment before you have verified the workflow fits.

Who each tool is built for

Portfolio Visualizer is built for

· US-based DIY investors with USD-base accounts
· Factor-decomposition specialists running Fama-French / Carhart regressions as their primary workflow
· Investors whose universe is entirely US-listed ETFs / mutual funds
· Anyone comfortable with annual up-front subscriptions

MEDGE Capital is built for

· Retail investors and advisors with portfolios spanning US, European (UCITS), UK or Asian markets in any base currency
· Independent financial advisors who want SEC 13F + CFTC COT positioning on the same page as the portfolio
· Investors who care about tail risk (CVaR, Monte Carlo, crisis stress tests) more than factor decomposition
· Anyone who wants to backtest 2008 / 2020 / 2022 on a real portfolio in seconds, not minutes
· Anyone allergic to 12-month up-front subscriptions

Moving from Portfolio Visualizer to MEDGE

No data export gymnastics, no API connection, no OAuth into your brokerage. The handoff is intentionally trivial.

1
Export your portfolio from PV as text
In Portfolio Visualizer, copy the ticker + allocation rows from your saved portfolio (Asset 1: VTI 60%, Asset 2: BND 40%, …).
2
Paste into MEDGE Portfolio Analyzer
Open /portfolio on MEDGE. There is no CSV import wizard — you paste ticker and weight directly into the form. Takes about 30 seconds for a 10-position portfolio.
3
Run the same metrics, plus the new ones
Backtest, Sharpe, Sortino, Max DD, CAGR will match PV within rounding (we both use daily closing prices). On top: CVaR 95%/99%, Calmar, Ulcer, Pain Index, Monte Carlo fan chart, contribution to risk per asset, stress test on 2008 / 2020 / 2022.
4
Layer the macro view
Open /insiders for 13F holdings, /futures for COT positioning, /central-banks for Fed/ECB balance sheets, /risk-map for the 192-country macro choropleth. None of these exist on PV.

Frequently asked

Is MEDGE Capital just a European version of Portfolio Visualizer?: No. MEDGE covers global markets natively in a single workspace — US-listed ETFs and stocks, European UCITS, UK and Asian indices — with multi-currency base (USD / EUR / GBP / CHF). On top of that it adds a regulatory data layer Portfolio Visualizer does not have at all: SEC 13F holdings, SEC Form 4 insider trades, CFTC COT futures positioning, FCA UK short interest, ECB / Fed / BoJ / BoE balance sheets, and a 192-country World Bank risk choropleth. PV is a US factor-regression tool; MEDGE is a cross-market portfolio + macro intelligence platform.
Why does MEDGE bill monthly when Portfolio Visualizer requires annual?: We do not believe analytics tools should be sold with a 12-month upfront lock-in before the user has even verified that the workflow fits. MEDGE Pro is €14.99 / month, cancel anytime from your account, you keep access until the end of the billing period. No proration, no penalties, no annual commitment.
How do I move my portfolio from Portfolio Visualizer to MEDGE?: Paste your tickers + weights into the MEDGE Portfolio Analyzer. No API connection or OAuth required (PV exports tickers as text, MEDGE accepts them directly). You will see the same return / Sharpe / Max Drawdown numbers within a few percentage points, plus the CVaR / Monte Carlo / crisis presets / macro layer that PV does not offer.
Does MEDGE do factor regression like Portfolio Visualizer?: Factor regression (Fama-French 3-factor, Carhart 4-factor) is intentionally not the focus of MEDGE. We prioritise risk decomposition (CVaR 95% / 99%, Pain Index, Ulcer Index, drawdown stress tests), one-click crisis-library backtests, and the SEC / CFTC / ECB / FCA regulatory data layer — the parts of the modern retail-quant workflow that PV does not address. If factor-only decomposition is your single use case, PV is a specialist tool for that one job.
Why pick MEDGE Capital over Portfolio Visualizer?: Three structural reasons. (1) Cross-market: real coverage of European UCITS, UK and Asian markets with a base currency of your choice — PV is US-only on instruments and USD-only on currency. (2) Regulatory + macro data on the same page as your portfolio — SEC 13F, CFTC COT, ECB balance sheets, FCA shorts — none of which PV ships. (3) Pricing: €14.99/month cancel-anytime versus $360/year up-front. Add the AI-narrated PDF report, the crisis-library presets and the 192-country risk choropleth and the value gap widens further.

Try MEDGE for 7 days, free.

Card collected at checkout, no charge until day 8. Cancel anytime during the trial with one click — no questions, no email.

Start 7-day free trial

Portfolio Visualizer is a trademark of SRL Global Ltd. MEDGE Capital is independent, not affiliated with, endorsed by, or sponsored by Portfolio Visualizer or SRL Global. Comparison reflects publicly listed product information as of May 2026; tiers and feature sets evolve, so verify with each vendor before deciding. MEDGE Capital is an analytics tool and does not provide investment advice.