VizMetrics Investor Subscription

We offer two subscriptions for accessing the Portfolio Recipes, comparisons, metrics, and analysis.

  • VizMetrics Investor gives you full access and power for choosing and investing in your best Portfolio Recipe.
  • VizMetrics Free gives you an overview of all Portfolio Recipes including the latest 1-year of performance and risk metrics.
Feature Comparison VizMetrics Free VizMetrics Investor
Price per month $0 $15
Compare Portfolio Recipes    
Full analytics (Performance, Risk vs. Return, Risk) for each individual Portfolio Recipe Yes Yes
10-Year Comparison of all Portfolio Recipes (including 1, 3, 5, 7, and 10-year periods) No (latest 1 year only) Yes
Interactive Risk vs. Return Scatterplots. Point to each dot on the scatterplot to reveal its Portfolio ID. This allows you to quickly find the low risk, high return Portfolio Recipes. No (static scatterplots) Yes (fully interactive)
Portfolio Ingredient Comparison. 100+ asset class ETFs compared for all time periods (1, 3, 5, 7, and 10-year periods) Yes Yes
VizMetrics Articles. Full access to Portfolio Recipe insights and discussion. Yes Yes
Downloadable spreadsheet with all recipes. Sort and analyze using a spreadsheet (.xls format) of every portfolio recipe. Includes tickers, descriptions, and over 50 risk and return metrics for each recipe. No Yes
Invest in Portfolio Recipes    
Ingredients and percentage allocations for Portfolio Recipes. Investable instructions for each tactical and strategic Portfolio Recipe. For example, the VizMetrics Conditional Value-at-Risk recipe (t.cvar) might be shown as EFA=32.68%, GLD=30.96%, TLT=36.36%. No Yes
VizMetrics How-To Guides. Full access to step-by-step guides for investing with Portfolio Recipes Yes Yes
Rebalance Your Portfolio Recipes    
Ready-to-Go Portfolio Recipes. Allocation percentages in a ready-to-go format for use at or your favorite brokerage. No Yes

Subscription Options