Portfolio Backtester is 100% free — and always will be. It is a free online tool for backtesting and comparing investment portfolios of stocks, ETFs, mutual funds and index funds. Enter any tickers with target weights and see how a strategy would have performed over decades of real historical market data, with no account, no signup and no 15-ticker limit.
Build up to three portfolios side by side, each with its own tickers and allocation weights, and measure them against a benchmark such as the S&P 500. Choose an initial investment amount, a start and end date, and how often the portfolio rebalances — monthly, quarterly, semi-annually, annually, or buy-and-hold. Load classic lazy portfolios like the 60/40, Ray Dalio All Seasons, Rick Ferri Core Four and Harry Browne Permanent Portfolio with one click, or import your own allocation from a CSV file.
Every backtest reports the metrics that matter: compound annual growth rate (CAGR), final balance, annualized volatility, best and worst calendar years, maximum drawdown, and risk-adjusted returns via the Sharpe ratio and Sortino ratio. Interactive growth, drawdown and annual-return charts compare each portfolio against the benchmark, and dividends are reinvested on a total-return basis with a dedicated income and yield breakdown.
If you are looking for a free Portfolio Visualizer alternative with no ticker limit and no paywall, this tool provides free portfolio backtesting, benchmark comparison, rebalancing and dividend analysis in one place — free forever.
Yes. Portfolio Backtester is 100% free to use — no account, no signup, no paywall and no credit card. It is free forever.
No. Unlike many tools that cap you at 15 tickers, this free backtester lets you add as many holdings as you like across up to three portfolios.
No account is required. Just open the site, enter your tickers and weights, and run a backtest instantly in your browser.
Yes. It offers free portfolio backtesting with unlimited tickers, benchmark comparison, rebalancing, dividends and risk metrics like Sharpe and Sortino.
It uses decades of historical prices, dividends and splits from public market data, on a total-return basis so dividends are reinvested.