# Portfolio Backtesting Tool Reviews
**Vendor:** PortfolioMetrics  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Portfolio Backtesting Tool
Backtest your investment strategy to assess performance and risk. Compare it to a benchmark. Simulate returns. And optimize portfolio asset allocation.






- [View Portfolio Backtesting Tool pricing details and edition comparison](https://www.g2.com/products/portfolio-backtesting-tool/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-15+17%3A47%3A12+-0500&secure%5Bsession_id%5D=41ae8553-ab5a-4ab9-9307-7efe74cf38bb&secure%5Btoken%5D=767c1a69e97644bce8d42c2b0e68ddd1fb42b8907f65f93b1eb4823de8103574&format=llm_user)

## Portfolio Backtesting Tool Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

## Top Portfolio Backtesting Tool Alternatives
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  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (406 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)