Best Free Portfolio Planning Tools
Portfolio Visualizer Backtesting Tool
Portfolio Visualizer is a free online tool that anyone can use (even without creating an account)! You can setup a custom portfolio of your favorite stocks, ETFs and other assets, add regular withdrawals or deposits, and backtest using real historical data. The tool provides a substantial amount of analytical data based on your inputs!
Backtest investments to see how they perform over time
Compare average estimates to historical data
Factor in regular contributions or withdrawals
Click the image to be brought directly to the Backtesting tool to test it out!
DRIP Calculator Forward-Testing Tool
Based on the numbers you get from backtesting, you can project future portfolio growth (including dividends). This can help you decide on contribution amounts and a get an overall feel for your target timeline in order to reach your goals. Adjust as needed to find the timeline that works for you!
Project forward investments to see how they perform over time
Factor in regular contributions
Click the image to be brought directly to the DRIP Calculator tool to test it out!
Snowball Analytics Portfolio Tracker w/Backtesting Tool
Access to the backtesting tool is available with the free plan. Sign up for the Free plan, then access the Backtesting through Tools > Portfolio Lab > Create from Scratch. Input any assets you'd like, play with the allocation percentages, and test over a given timespan. You can include either withdrawals or contributions.
Backtest investments to see how they perform over time
Compare average estimates to historical data
Factor in regular contributions or withdrawals
Track investment accounts all in one place (Free account can only track 1)
Click the image to be brought directly to the Snowball Analytics homepage to sign up!
