Alternatives
Products that do what PortfolioMetrics does
Portfolio backtesting and optimisation tool for investors
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- 2HF
2024 · github.com
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- 4CA
Hello, This is a portfolio optimizer I made to help select portfolios for my clients. I'm a personal financial adviser. I generally put my clients in a mix of low-fee index funds and ETFs and I use this to set an appropriate allocation based on the client's risk tolerance. I have been working on this as a side project to 1) improve the theoretical underpinnings of my investment recommendations and 2) improve my coding skills with frameworks like Vue and Torch. Here's the repository for the frontend: https://github.com/justinluther502/cashgraphfront. The frontend site is…
2022 · cashgraphs.com
- 5QB
We think backtesting is too difficult, this is our attempt to make it much easier and more fun - let us know what you think!
2012 · quantblocks.com
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Intelligent portfolio management for self-directed investors
2022
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- 9IC
Investy is a portfolio analyzation tool that allows individual or professional investors to breakdown a stock portfolio and see financial data across the aggregated investments. Investors can model hypothetical portfolios, leverage diversification and allocation data as well as compare their portfolio against professionals such as Warren Buffett and others. http://www.investy.com
2011
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Open-source Python engine for defensible portfolio research
Jul 2026 · backtester.quantjourney.cloud
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- 13BA
A portfolio analysis tool that helps active investors deeply understand what drives their performance and risk exposure. It can be connected with Interactive Brokers to have your data automatically updated.
2025 · ibviz.com
- 14OS
2022 · github.com
- 15RC
2016 · rebalancecalc.com
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Explore “what if” returns on stocks, crypto, and portfolios
2025
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- 21FP
A minimalist portfolio tracker that calculates your Personal Rate of Return (using Internal Rate of Return, IRR). Although often missing in more featured and complex apps, the Personal Rate of Return is essential to know if you're on track to meet your investment goals, compare the performance of your different investments, or with other people's portfolios without revealing any specifics. This is a side-project. Built with ClojureScript and Krell/Reagent/React Native.
2023 · finarky.com
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