Products

PortfolioMetrics

AI-native

What do you want to backtest today?

portfoliometrics.net Finance / Investing & Trading

AI Benchmark
Desktop
Mobile
Monthly visits
30.1K
Down22.3%MoMSep 2026
Public revenue
Undisclosed
No public revenue evidence yet
Entry price
$12/mo
Lower than 61% of peersNiche median $19/mo
Creators
Samuel Brech
No social account linked
Launched
13mo ago
2025-10-17 · Est.

Traffic

Monthly visitsData through Sep 2026 · Oct 2026 pending
Events9 changes

Marketing moves

Launches, search & content, referrals, promotions
  • Launched on Product HuntLaunch

    Portfolio backtesting and optimisation tool for investors

    Oct 17, 2025 · 13mo agoLaunch page

Traffic sources

Sep 2026

Traffic breakdown

Channels

  • Direct42%
  • Organic Search26%
  • Referrals10%
  • Social7%
  • Other15%

Countries

  • United States37%
  • United Kingdom7%
  • Taiwan7%
  • Germany5%
  • Mexico5%

Search

Domain authority —Domain registered 2023-10-18

KeywordMonthly volume
calmar ratio3,460
drawdown shortfall sharpe treynor230
portfoliometrics220
効率的フロンティア 計算 サイト220
monte carlo simulation portfolio charts150

Traffic data: Vaneform

Pricing

Free
Free
40+ years of data · 25 assets per portfolio · 10 saved reports · 1 saved portfolio · AI tools, 8 credits / month · 200 assets per portfolio
Premium
$12/mo (billed annually)
AI tools, 8 credits / month · Unlimited portfolios per report · 200 assets per portfolio · 100 saved reports · 10 saved portfolios
Professional
$40/mo (billed annually)
AI tools, 30 credits / month · Deep Research · Unlimited assets and reports · Unlimited saved portfolios, in folders per client · Branded PDF reports · Custom market data
Enterprise
Unknown
API access · Customized reports · Dedicated support

Trial: None · Free tier included · 2 paid tiers ($12–$40) · Enterprise custom tier · Observed 2026-11-04 · Pricing page

Entry price $12/mo, Lower than 61% of peers; “Investing & Trading” median is $19/mo.View pricing benchmark

Pages & changes

Tracked since 2025-10-17

Key pages

Weekly snapshots

Changes

  1. Nov 1 · 13d ago

    Homepage headline (H1) changed to “What do you want to backtest today?”Positioning

    Backtest and analyze your portfolio with PortfolioMetrics→What do you want to backtest today?

  2. Nov 1 · 13d ago

    Adopted technology: Amazon CloudFrontFeatures

    —→Amazon CloudFront

  3. Nov 1 · 13d ago

    Adopted technology: Amazon S3Features

    —→Amazon S3

  4. Nov 1 · 13d ago

    Adopted technology: Facebook PixelFeatures

    —→Facebook Pixel

  5. Nov 1 · 13d ago

    Adopted technology: HTTP/3Features

    —→HTTP/3

  6. Nov 1 · 13d ago

    Adopted technology: Microsoft AdvertisingFeatures

    —→Microsoft Advertising

Design

First-screen visual analysis & :root CSS

Minimal Monochrome (Light canvas, airy density) featuring centered headline + input layout and interactive hero demo / tool visuals.

First-screen preview · click to zoom

First-screen pitch & conversion flow

“What do you want to backtest today?”

Centered Headline + Input hero structure paired with direct input / instant try CTA and user count, rating, or key metrics.

Conversion path: Centered Headline + Input + Interactive Hero Demo / Tool → Direct Input / Instant Try · Trust bar: User Count, Rating, or Key Metrics

Palette · click to copy

5-D design score6.9 / 10
Typography
7.0
Color & Contrast
7.0
Layout & Spacing
7.0
Craft & Polish
7.0
Distinctiveness
6.0

Structure

Fonts
Inter
Primary visual
Interactive Hero Demo / Tool
Social proof
User Count, Rating, or Key Metrics
Navigation
Full-Width Top Bar
Theme & density
Light · Airy
Corners & depth
Large Radius · Hairline borders
Preview full AI design brief (includes :root CSS variables & layout rules)Style tokens only; never copy brand names, logos, copy, or images
# Design Brief: Minimal Monochrome

Monochrome palette with a single accent color, hairline dividers, and generous whitespace.

## Design Tokens

```css
:root {
  --background: #ffffff;
  --surface: #f4f5f6;
  --foreground: #111111;
  --muted-foreground: #6b7280;
  --accent: #159a56;
  --radius: 16px;
  --font-heading: "Inter", ui-sans-serif, system-ui, sans-serif;
  --font-body: "Inter", ui-sans-serif, system-ui, sans-serif;
}
```

Color area ratio: Background #FFFFFF (~62%) · Surface #F4F5F6 (~16%) · Text #111111 (~8%) · Muted Text #6B7280 (~8%) · Accent #159A56 (~6%). Background and surface dominate the canvas; reserve the accent color for primary buttons and active states.

## Layout & Conversion Structure

- Hero layout: Centered Headline + Input
- Navigation: Full-Width Top Bar
- Theme & density: Light · Airy
- Border radius & elevation: Large Radius; no drop shadows—separate layers with hairline borders and whitespace
- Primary visual medium: Interactive Hero Demo / Tool
- Conversion CTA: Direct Input / Instant Try · Trust bar uses User Count, Rating, or Key Metrics
- Headline hook: Direct Action Command
- Hero components: Centered Prompt / Input, Metrics Strip
- Spatial layout notes: Centered Headline + Input hero structure paired with direct input / instant try CTA and user count, rating, or key metrics.
- Visual summary: Minimal Monochrome (Light canvas, airy density) featuring centered headline + input layout and interactive hero demo / tool visuals.

## Avoid

- Multi-stop neon gradients
- Heavy drop shadows
- More than one competing accent color

Implement the UI following the design tokens and layout specifications above: use only these color variables, and reserve the accent color strictly for primary actions and active states. Adopt only this visual style—never copy any reference product’s brand name, logo, copy, or imagery.

Questions & evidence

How much does PortfolioMetrics cost?
Free: Free; Premium: $12/mo (billed annually); Professional: $40/mo (billed annually); Enterprise: Unknown. Observed 2026-11-04. Check the source for current billing terms, usage limits and taxes.Source
How much website traffic does PortfolioMetrics get?
Vaneform estimates 30.1K website visits in 2026-09. Visits can include repeat visits; this estimate does not measure paying customers or revenue.Source

Related products in this category

Finance / Investing & Trading

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