Can I keep using Portfolio Visualizer alongside MEDGE?

Yes, and many users do. If you rely on PV's Fama-French / Carhart factor regression, keep it for that — MEDGE doesn't replicate factor decomposition yet. Use MEDGE for the cross-market coverage (US, European UCITS, UK, Asian) in a single base currency of your choice, the macro / regulatory data, and the AI-narrated stress test report PV doesn't offer.

Is MEDGE just a European version of Portfolio Visualizer?

No. MEDGE covers global markets natively — US-listed ETFs and stocks, European UCITS, UK and Asian indices — all in a single workspace 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.

Why does MEDGE bill monthly when Portfolio Visualizer requires annual?

Most retail investors who try analytics tools quit within 90 days because the workflow proves too heavy. We do not want to lock you into 12 months upfront. Cancel anytime from your account; you keep access until the end of the billing period. No proration, no penalties.

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

Paste your tickers + weights into 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 DD numbers within a few percentage points, plus everything PV does not have.

Does MEDGE do factor regression?

Not yet. Fama-French 3-factor and Carhart 4-factor are on the roadmap but currently absent. If factor decomposition is core to your workflow, Portfolio Visualizer remains the right tool for that specific job. MEDGE is built around risk decomposition, stress testing and macro / regulatory positioning.

Who owns Portfolio Visualizer?

Portfolio Visualizer is operated by SRL Global Ltd (UK), a fintech focused on family-office technology via its Nexus and SRL Analytics platforms. PV was founded in 2013 by Tuomo Lampinen (Silicon Cloud Technologies, Austin TX) and later acquired. SRL Global is the current operator.

Comparison · MEDGE Capital vs Portfolio Visualizer

Portfolio Visualizer or MEDGE Capital? Honestly, it depends.

Portfolio Visualizer is the 13-year veteran of US retail portfolio analytics — strong at factor regression and tactical allocation, but US-only on instruments and USD-only on the base currency. MEDGE Capital is the cross-market challenger: US-listed ETFs, European UCITS, UK and Asian indices in a single workspace with multi-currency base, built around CVaR stress tests and the SEC / CFTC / ECB regulatory data modern retail-quant investors actually want. Below: every dimension, side by side, no spin.

TL;DR

Portfolio Visualizer wins if…

· You need Fama-French / Carhart factor regression
· You trade US-only ETFs in a USD-base account
· You want tactical-allocation (moving-average, momentum) signals
· You prefer a 13-year proven track record over a newer entrant

MEDGE Capital wins if…

· You trade across US, European (UCITS), UK or Asian markets — or want a base currency other than USD
· You want SEC 13F, CFTC COT, ECB and FCA data on the same page as your portfolio
· You want a one-click 2008 / 2020 / 2022 stress test instead of a manual date range
· You want monthly billing and cancel-anytime, not annual lock-in
· You want an AI-narrated PDF report on top of the numbers

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

Side-by-side, 25 dimensions

Categories are grouped pricing first (most user-relevant), then analytics, then data, then cross-market coverage, then reports / UX. Cells where Portfolio Visualizer wins are honestly conceded.

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/equivalent)	€14.99 / month	$360 / year
Billing cadence	Monthly, cancel anytime	Annual 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
Fama-French factor regression
Carhart 4-factor
Tactical asset allocation	partial
Crisis library presets	2008 GFC · 2020 COVID · 2022 Bear · 2018 Q4	Manual date range only
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
Years in market	<1 (launched 2026)	13 (since 2013)
US asset universe depth	good	excellent (specialized)

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

Where Portfolio Visualizer wins

Three areas where PV is genuinely the better tool — no point pretending otherwise.

Factor regression

Fama-French 3-factor and Carhart 4-factor regression with rolling windows. If your investment thesis depends on Mkt / SMB / HML / UMD decomposition, PV is the only retail tool that ships it polished. MEDGE does not (yet).

US ETF depth

13 years of curated US ticker universe. Every Vanguard / iShares / Schwab US fund has clean history back to inception. MEDGE relies on MarketStack EOD which is excellent on majors but thinner on small US-only funds.

Tactical allocation

Built-in moving-average and momentum strategies, in-sample / out-of-sample splits, dual-momentum backtests. MEDGE is purely risk + optimization + macro — tactical signals are not in scope.

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. Neither tool is free at the level needed for real portfolio work, but the cancel-anytime monthly structure removes the 12-month upfront commitment.

Who is each tool best for

Portfolio Visualizer is best for

· US-based DIY investors with USD-base accounts
· Factor-aware investors running Fama-French / Carhart regressions
· Bogleheads / Three-Fund Portfolio communities who need long US ETF history
· Tactical-allocation users (moving-average, momentum, dual-momentum)
· Anyone willing to commit to an annual subscription

MEDGE Capital is best for

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

Often the right answer is both. Many MEDGE users keep Portfolio Visualizer open in a second tab specifically for factor regression. The two tools are more complementary than rival.

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

Can I keep using Portfolio Visualizer alongside MEDGE?: Yes, and many users do. If you rely on PV's Fama-French / Carhart factor regression, keep it for that — MEDGE doesn't replicate factor decomposition yet. Use MEDGE for the cross-market coverage (US, European UCITS, UK, Asian) in a single base currency of your choice, the macro / regulatory data, and the AI-narrated stress test report PV doesn't offer.
Is MEDGE just a European version of Portfolio Visualizer?: No. MEDGE covers global markets natively — US-listed ETFs and stocks, European UCITS, UK and Asian indices — all in a single workspace 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.
Why does MEDGE bill monthly when Portfolio Visualizer requires annual?: Most retail investors who try analytics tools quit within 90 days because the workflow proves too heavy. We do not want to lock you into 12 months upfront. Cancel anytime from your account; you keep access until the end of the billing period. No proration, no penalties.
How do I move my portfolio from Portfolio Visualizer to MEDGE?: Paste your tickers + weights into 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 DD numbers within a few percentage points, plus everything PV does not have.
Does MEDGE do factor regression?: Not yet. Fama-French 3-factor and Carhart 4-factor are on the roadmap but currently absent. If factor decomposition is core to your workflow, Portfolio Visualizer remains the right tool for that specific job. MEDGE is built around risk decomposition, stress testing and macro / regulatory positioning.
Who owns Portfolio Visualizer?: Portfolio Visualizer is operated by SRL Global Ltd (UK), a fintech focused on family-office technology via its Nexus and SRL Analytics platforms. PV was founded in 2013 by Tuomo Lampinen (Silicon Cloud Technologies, Austin TX) and later acquired. SRL Global is the current operator.

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.

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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.