Overall
Overall, it’s a solid tool for portfolio analysis. I use it often and really like the reports. I've shared some feedback with the team, and if that gets integrated, I would give a five-star rating.
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
At PortfolioMetrics, we build tools for investors who value clarity, consistency, and confidence in their decisions. Originally developed to meet our own need for cleaner, more flexible analysis, PortfolioMetrics is now trusted by professional investors, analysts, and advisors across the globe. We support data-driven decision-making with broad market coverage, including the US, EU, Latin America, and parts of Asia. Our platform includes high-quality data on stocks, ETFs, mutual funds, and money market instruments, sourced from multiple providers to maximize accuracy and reach. All performance and risk metrics - like Sharpe Ratio, Max Drawdown, and CAGR - are backed by consistent, transparent methodologies. Every definition is accessible, so you can fully understand how your results are calculated. We also partner with financial educators, advisors, and investment communities to make robust portfolio analysis more accessible and actionable. If you're interested in working together or you’d like to see a new feature, feel free to reach out via the contact form below.
Niemcy
Overall, it’s a solid tool for portfolio analysis. I use it often and really like the reports. I've shared some feedback with the team, and if that gets integrated, I would give a five-star rating.
I've been using PortfolioMetrics for backtesting, and it's really easy to navigate thanks to its polished interface. The unlimited historical data in the free version is a huge plus, and I like that it covers both US and EU markets. It makes testing and refining my portfolio strategies straightforward and efficient.
For me, it’s about safety. I test different ideas to see which one has lower volatility and smaller drawdowns. Helps me plan better for retirement.
I have been using the professional version now already more than a year and I'm happy with it. I'm recommending it!
Very intuitive tool, clear metrics and nice graphs - for professionals but still simple to use.
Clean design and simple navigation. Everything feels well presented.
I’ve been using the professional plan for a while now, mainly for the backtesting and reporting features. The reports are great and have become a part of my client presentations. What I really like is the value for money, I came from an very expensive tool before.
Great product overall. I use it regularly to analyze my portfolios.
I'm using PM to test and optimize various portfolio holdings. It's one of the tools I can recommend.
I really like PortfolioMetrics, especially the support for various advanced metrics and calculations in the free version. The platform seems young but very promising, with a clean interface and global market data. It’s a great tool for both beginners and more experienced investors looking to test strategies.
PortfolioMetrics.net is an excellent, easy-to-use tool for portfolio analysis and backtesting. The interface is clean, metrics are transparent, and it offers generous free access to historical data. It’s reliable, well-maintained, and keeps improving with frequent updates. Highly recommended for anyone tracking investment performance.
I've been using PortfolioMetrics for a few months now, and it has become my go-to tool for portfolio analysis. The interface is clean, and testing investment strategies is more intuitive and straightforward than with other backtesting tools I’ve tried. What really sets it apart is the unlimited access to historical data—even for free users—which I really appreciate
Best backtesting tool out there imo. Also the availability of data for mutual funds has improved lately, which was important to me. Their team is also super responsive to feedback, its clear that this tool is in active development (something I cannot say about Portfolio Visualizer anymore)
After PortfolioVisualizer limited the historical data, I was searching for another backtesting tool and came across PortfolioMetrics. I really appreciate that they offer unlimited data for free users. Super helpful tool, thank you!!
I've been using PortfolioMetrics for a few months now and it’s become my go-to tool for portfolio analysis. The UI is clean, and the ability to test strategies is very straight forward, better than other backtesting tool I've tested.
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Firmy mogą prosić o wystawienie recenzji za pomocą automatycznych zaproszeń. Te oznakowane jako zweryfikowane, dotyczą prawdziwych doświadczeń.
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