Portfolio Visualizer
Depends
Confidence: Medium
Buy if you're a serious DIY investor or advisor needing deep backtesting, Monte Carlo, and factor analysis on a budget.
Comparison
Portfolio Visualizer vs Ghostfolio
Portfolio Visualizer and Ghostfolio both land on Depends.
Ghostfolio
Depends
Confidence: Medium
Buy if you're a privacy-minded self-hoster comfortable running, updating, and patching your own server.
| Compare | Portfolio Visualizer | Ghostfolio |
|---|---|---|
| Verdict | Depends | Depends |
| Best for | DIY investors backtesting allocations | Self-hosters and privacy purists |
| Who it's not for | Casual investors who just want net-worth tracking | Anyone unwilling to run and patch a server |
| Privacy | No known public vulnerabilities found in the sources reviewed.³ | Multiple CVEs in reviewed sources, including an auth bypass fixed in v3.4 . patch before trusting it with financial data.15 |
| Support quality | No evidence in sources | Community-only support found; no SLA |
| Public sentiment | A long-beloved Bogleheads staple whose reputation soured after 2024 pricing and UI changes.⁵ | Self-hosters on Reddit and Hacker News like consolidating multi-broker net worth but question chart accuracy and corporate-action handling. |
| Biggest gotcha | Free tier limits and lost download features after 2024 changes; paid plan needed for full use⁷ | Patch immediately: auth bypass affects all versions prior to 3.415 |
Pick Portfolio Visualizer when
- DIY investors backtesting allocations
- Factor and correlation research
- Monte Carlo retirement simulations
- Advisors comparing model portfolios
When Portfolio Visualizer is not a fit
- Casual investors who just want net-worth tracking
- Anyone relying on free CSV downloads
- People wanting personalized investment advice
- Users who hate relearning a redesigned UI
Pick Ghostfolio when
- Self-hosters and privacy purists
- Multi-broker DIY investors
- Spreadsheet refugees automating net worth
- Open-source enthusiasts avoiding paid trackers
When Ghostfolio is not a fit
- Anyone unwilling to run and patch a server
- Hands-off investors wanting plug-and-play broker sync
- Firms and advisors . it's personal, not professional, software
- Users who won't track CVEs on their own deployment
Sources
- Portfolio Visualizer official siteportfoliovisualizer.comofficial
- Subscription Plans and Pricingportfoliovisualizer.comofficial
- Portfolio Visualizer Documentation/FAQportfoliovisualizer.comofficial
- Best Portfolio Analysis Tools . The College Investorthecollegeinvestor.comreview
review
- RIP to my boy . Reddit r/Bogleheadsreddit.comreview
- PV now less useful . Reddit r/Bogleheadsreddit.comreview
- Bogleheads forum . What do people use?bogleheads.orgreview
- Trustpilot reviewstrustpilot.comreview
- Free ETF Backtest Guide . DataSavvy Financedatasavvyfinance.comreview
news
- Testfolio . competing backtestertestfol.ioreview
- Ghostfolio - Official siteghostfol.ioofficial
- Ghostfolio on GitHubgithub.comofficial
- CVE-2026-47127: Ghostfolio Auth Bypasssentinelone.comsecurity
- CVE-2026-59709: Medium, CVSS 4.3echelongraph.iosecurity