Portfolio Visualizer website

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Portfolio Visualizer website

posted Dec 12, 2019

Using Data Tools and Tips Research Visualization

Ran across this site and thought it might be of interest to the community...

https://www.portfoliovisualizer.com/

About Portfolio Visualizer

Portfolio Visualizer is an online software platform for portfolio and investment analytics. Our product agnostic platform and quantitative tools help you make informed decisions when comparing and analyzing investment products and portfolios. Our platform lets you easily:

*Model and analyze the performance of different asset allocations and portfolios based on our rich set of historical data
*Simulate and optimize portfolios based on historical returns or forward looking capital market expectations
*Identify and test the risk factor exposures of investment products
*Test tactical asset allocations models that aim to offer better risk adjusted performance
*Generate reports and export data in PDF, Excel, and CSV formats
*Import custom data series for use as portfolio assets and benchmarks

For commercial clients we also offer a JSON based API that makes is easy to integrate with our data, tools, and analytics from any web site, intranet application, or mobile/tablet app.

2 responses

i remember using it like two years ago. as far as i can remember, it is more useful for monthly or quarterly returns instead of daily returns. so it is more for long term portfolio analysis

@ Xiaochen Lin -

I haven't explored the site much, but here's an example of support for daily returns:

https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=SPY%2C+XLF&timePeriod=1&tradingDays=20&months=36

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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.

In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.

About Quantopian

The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.

In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.