VizMetrics Subscriber Plans

We offer a free subscription for accessing the Portfolio Recipes, comparisons, metrics, and analysis.

  • VizMetrics Free gives you an overview of all Portfolio Recipes including the latest 1-year of performance and risk metrics.
  • VizMetrics Investor gives you full access and power for choosing and investing in your best Portfolio Recipe.

VizMetrics Free

$0.00 USD/month

FREE access to 200+ Portfolio Recipes including tactical/dynamic algorithms and strategic/static allocation models.

✔ Full Analytics

✘ 15-Year Comparison (1-Year only)

✘ Interactive Risk vs. Return Scatterplots (Static plots only)

✔ Portfolio Ingredient Comparison

✘ Downloadable Spreadsheet with All Recipes

✘ Ingredients and Percentage Allocations for Portfolio Recipes

✘ Ready-to-Go Portfolio Recipes

✔ Articles + How-To Guides

Subscribe for FREE

VizMetrics Investor

$15.00 USD/month

Get access to 200+ Portfolio Recipes including tactical/dynamic algorithms and strategic/static allocation models, PLUS everything you need to decide on and invest in any of our Portfolio Recipes.

✔ Full Analytics

15-Year Comparison

 Interactive Risk vs. Return Scatterplots

✔ Portfolio Ingredient Comparison

✔ Downloadable Spreadsheet with All Recipes

✔ Ingredients and Percentage Allocations for Portfolio Recipes

✔ Ready-to-Go Portfolio Recipes

✔ Articles + How-To Guides

Subscribe Now

Need a More Detailed Feature Breakdown?

  • Full Analytics: Performance, Risk vs. Return, and Risk metrics for each individual Portfolio Recipe.
  • 15-Year Comparison: Historical data for Portfolio Recipes, including shorter 1, 3, 5, 7, and 10-year periods. 
  • Interactive Risk vs. Return Scatterplots: These allow you to quickly find the low risk, high return Portfolio Recipes. Simply point to each dot on the scatterplot to reveal its Portfolio ID.
  • Portfolio Ingredient Comparison: 100+ asset class ETFs compared for 1, 3, 5, 7, 10, and 15-year time periods.
  • Downloadable Spreadsheet with All Recipes: Sort and analyze using a downloadable spreadsheet (.xls format) of every portfolio recipe. Includes tickers, descriptions, and over 50 risk and return metrics for each recipe.
  • Ingredients and Percentage Allocations for Portfolio Recipes: Investable instructions for each tactical and strategic Portfolio Recipe.

For example, the VizMetrics Tactical Adaptive Allocation Portfolio F (t.aaaf) recipe might be shown as DBC=22.94%, EFA=0.31%, IWM=0.13%, IYR=7.37%, SPY=69.25%.

  • Ready-to-Go Portfolio Recipes: Allocation percentages in a ready-to-go format for use at your favorite brokerage.
  • Articles + How-To Guides: Full access to Portfolio Recipe insights and discussion as well as step-by-step guides for investing with Portfolio Recipes.