QuantRidge vs Portfolio Visualizer
Backtesting, factor analysis and portfolio optimisation tools.
What each one is for
Testing an allocation against history. For backtests, factor regressions and efficient-frontier work it is the reference tool and has been for years.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
On pricing: Substantial free tier; advanced models sit in paid tiers.
Choose Portfolio Visualizer if
You want to analyse a strategy in the abstract rather than manage real holdings.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Portfolio Visualizer analyses allocations. QuantRidge runs the actual account behind one, including the tax consequences of moving toward whatever the backtest recommends.
The thing Portfolio Visualizer cannot offer
Portfolio Visualizer is a research instrument, not a system of record, and its scope is deliberate — it answers questions about hypothetical portfolios superbly and was never trying to hold your actual holdings. That boundary is a design choice rather than a backlog item.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for Portfolio Visualizer?
Not always, and this page says where it is not. You want to analyse a strategy in the abstract rather than manage real holdings. If that describes you, Portfolio Visualizer is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and Portfolio Visualizer together?
Yes, and for some people that is the right setup rather than a compromise. What Portfolio Visualizer is for: Testing an allocation against history. For backtests, factor regressions and efficient-frontier work it is the reference tool and has been for years. QuantRidge connects to brokerages read-only and does not touch anything Portfolio Visualizer is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
Portfolio Visualizer is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.