Is MEDGE Capital a good Portfolio Visualizer alternative?

For most investors, yes. MEDGE covers the core PV workflow (backtests, Monte Carlo, optimization, rebalancing with costs) and goes past the backtest: exact per-holding attribution, bear/neutral/bull regime analysis, what-if replays, custom stress scenarios propagated to every holding, composite and same-risk benchmark comparisons, European exchange listings and a regulatory data layer (SEC 13F, Form 4, CFTC positioning, FCA short positions). It also works inside AI assistants through MCP. The free tier, with no time limit, lets you check the fit on your own portfolio.

Is MEDGE Capital just a European version of Portfolio Visualizer?

No. MEDGE accepts US-listed and European exchange listings in one workspace, each analysed in its own trading currency. The bigger difference is depth and scope: holding-level diagnosis and custom scenarios on the analytics side, and a regulatory and macro layer — SEC 13F holdings, SEC Form 4 insider trades, CFTC futures positioning, FCA UK short positions, Fed / ECB / BoJ / BoE balance sheets — next to the portfolio.

Why does MEDGE offer monthly billing 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 Essential is €14.99 / month, cancel anytime from your account, and you keep access until the end of the billing period. A yearly option (€149) exists for those who want it, but it is never required.

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 attribution, regime analysis, what-if replays, the Stress Lab and the macro layer.

Does MEDGE do factor regression like Portfolio Visualizer?

Yes, with ETF-based factors. From Claude, ChatGPT or Cursor, the factor_regression tool (Plus) regresses your portfolio on style factors (market, size, value, momentum, quality, low volatility), global, macro or your own long-short pairs such as IWD-IWF, with Newey-West t-stats, collinearity checks and rolling betas. The Exposure page adds returns-based style analysis. The factors are ETFs you can actually trade, so every exposure the regression finds can be checked or hedged with a real instrument.

Why pick MEDGE Capital over Portfolio Visualizer?

Four reasons. (1) Depth on your actual holdings: exact attribution, regimes, what-if replays, a Stress Lab that propagates the shocks you choose to every holding, and benchmark comparisons with composite and same-risk benchmarks. (2) Positioning and macro data next to the portfolio: SEC 13F and Form 4, CFTC positioning, central-bank balance sheets, FCA shorts. (3) Your AI assistant can run all of it: 59 MCP tools for Claude, ChatGPT and Cursor, from quant-grade factor regressions to plain-language check-ups. (4) Pricing: a free tier with the backtesting lab, and Essential (with the Stress Lab) at €14.99/month cancel-anytime versus Basic at $30/month billed annually ($360 up-front).

Comparison · MEDGE Capital vs Portfolio Visualizer

Looking for a Portfolio Visualizer alternative? An honest comparison.

Portfolio Visualizer is a classic backtester centred on US-listed assets, billed annually. MEDGE Capital goes deeper on the portfolio you actually hold: why each holding helped or hurt, how it behaves in bear and bull markets, what happens if you change it, and what the scenario you fear does to it — next to SEC, CFTC and central-bank data, with monthly billing. Below: every dimension, side by side.

TL;DR

Portfolio Visualizer is built for…

· US-listed assets first; many European UCITS funds are not found (user reports)
· Replaying a portfolio’s past with a classic backtest
· Paid plans billed annually, $360 up-front for Basic

MEDGE Capital is built for…

· Diagnosing a real portfolio holding by holding: attribution, regimes, what-if replays
· Custom stress scenarios — your shocks, propagated to every holding
· Investors who want SEC 13F, CFTC positioning and central-bank data on the same page as their portfolio
· 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 (entry paid plan)	€14.99 / month (Essential), or €149 / year	$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-based optimization	Min CVaR 95% and 99%
Optimization	12 objectives (Sharpe, Sortino, Calmar, Omega, Rachev, Min Vol, CVaR 95/99, Drawdown, Ulcer, Risk Parity, Max Return)	Mean-variance, CVaR, risk-return ratios, drawdowns, Black-Litterman
Rebalancing policies with transaction costs, compared side by side	5 policies incl. threshold bands	Rebalancing rules
Factor regression	ETF-based factors (style, global, macro or your own long-short pairs), Newey-West t-stats, rolling betas, via AI assistants (MCP)	Academic Fama-French / Carhart factors
Benchmark comparison	Up to 6 benchmarks plus composites (e.g. 60/40), same-risk comparison, returns by period, the portfolio in the benchmark's worst falls, rolling win rates, t-stat of the excess return	Benchmark portfolio in backtests
AI assistant integration (MCP)	59 tools in Claude, ChatGPT and Cursor, with plain-language answers for beginners
Historical stress scenarios	15 dated crisis and rally windows	Stress test of historical scenarios
Custom stress scenarios (your own shocks, propagated to every holding)	Stress Lab — 45 benchmarks	Historical periods only
Per-holding return attribution for any window
What-if replays (remove / replace / re-weight a holding)		Manual: up to 3 portfolios side by side
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
US-listed ETFs and stocks
European exchange listings incl. UCITS ETFs		US-centric; many European funds not found (user reports)
Base-currency conversion	No — each instrument in its trading currency	USD only (user reports)
AI-narrated PDF report	Pro plan	PDF export, no AI narrative

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

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 positions) and Fed / ECB / BoJ / BoE balance sheets (central-bank tracking).

Global market coverage

US-listed ETFs and stocks and European exchange listings, including UCITS ETFs, in the same portfolio module. Each instrument is analysed in its own trading currency. European investors regularly report that many of their funds cannot be found in Portfolio Visualizer.

Stress Lab: your scenario, every holding

Set shocks on any of 45 indices, sectors, countries, rates, commodities or currencies; the rest of the market follows its historical relationships, estimated on bear, neutral or bull days. See each holding against its index and peers, the closest historical analogues, and what holds up.

AI-narrated PDF report (Pro plan)

The TL;DR grade A-F verdict, risk decomposition, stress test scenarios and Monte Carlo bands compiled into a print-ready PDF with an AI-written executive narrative, ready to send.

Monthly, cancel anytime

€14.99 / month for Essential, billed monthly (or €149 a year if you prefer). Cancel anytime from /account, 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 Essential

€14.99 / month

· Monthly billing, cancel anytime
· €149 / year on annual billing (optional)
· Plus (€39.99/month) adds exposure and macro, with a 7-day free trial
· €0.41 / day equivalent on annual billing

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 Essential is ~50% cheaper than Portfolio Visualizer Basic on a per-month basis, and ~73% cheaper than PV Pro. Both let you try before paying (MEDGE has a free plan and a Plus 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
· Backtests and optimizations run one tool at a time
· 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 who need to decide what to change in a real portfolio, holding by holding
· Independent financial advisors who want SEC 13F + CFTC COT positioning on the same page as the portfolio
· Investors who care about tail risk and scenarios (CVaR, Monte Carlo, custom stress tests) more than factor decomposition
· European investors holding UCITS ETFs on European exchanges
· 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, /focus for event-driven macro scoring. None of these exist on PV.

Frequently asked

Is MEDGE Capital a good Portfolio Visualizer alternative?: For most investors, yes. MEDGE covers the core PV workflow (backtests, Monte Carlo, optimization, rebalancing with costs) and goes past the backtest: exact per-holding attribution, bear/neutral/bull regime analysis, what-if replays, custom stress scenarios propagated to every holding, composite and same-risk benchmark comparisons, European exchange listings and a regulatory data layer (SEC 13F, Form 4, CFTC positioning, FCA short positions). It also works inside AI assistants through MCP. The free tier, with no time limit, lets you check the fit on your own portfolio.
Is MEDGE Capital just a European version of Portfolio Visualizer?: No. MEDGE accepts US-listed and European exchange listings in one workspace, each analysed in its own trading currency. The bigger difference is depth and scope: holding-level diagnosis and custom scenarios on the analytics side, and a regulatory and macro layer — SEC 13F holdings, SEC Form 4 insider trades, CFTC futures positioning, FCA UK short positions, Fed / ECB / BoJ / BoE balance sheets — next to the portfolio.
Why does MEDGE offer monthly billing 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 Essential is €14.99 / month, cancel anytime from your account, and you keep access until the end of the billing period. A yearly option (€149) exists for those who want it, but it is never required.
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 attribution, regime analysis, what-if replays, the Stress Lab and the macro layer.
Does MEDGE do factor regression like Portfolio Visualizer?: Yes, with ETF-based factors. From Claude, ChatGPT or Cursor, the factor_regression tool (Plus) regresses your portfolio on style factors (market, size, value, momentum, quality, low volatility), global, macro or your own long-short pairs such as IWD-IWF, with Newey-West t-stats, collinearity checks and rolling betas. The Exposure page adds returns-based style analysis. The factors are ETFs you can actually trade, so every exposure the regression finds can be checked or hedged with a real instrument.
Why pick MEDGE Capital over Portfolio Visualizer?: Four reasons. (1) Depth on your actual holdings: exact attribution, regimes, what-if replays, a Stress Lab that propagates the shocks you choose to every holding, and benchmark comparisons with composite and same-risk benchmarks. (2) Positioning and macro data next to the portfolio: SEC 13F and Form 4, CFTC positioning, central-bank balance sheets, FCA shorts. (3) Your AI assistant can run all of it: 59 MCP tools for Claude, ChatGPT and Cursor, from quant-grade factor regressions to plain-language check-ups. (4) Pricing: a free tier with the backtesting lab, and Essential (with the Stress Lab) at €14.99/month cancel-anytime versus Basic at $30/month billed annually ($360 up-front).

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.

Try now for free

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.