ClearLedger vs Portfolio Visualizer
Investors often compare ClearLedger with Portfolio Visualizer because both tools deal with portfolio analytics. But they serve very different purposes. ClearLedger optimizes the portfolio you already own, locally on your Windows PC. Portfolio Visualizer analyzes hypothetical model portfolios on the cloud.
Side-by-Side Comparison
ClearLedger
- Optimizes the portfolio you already own
- Runs locally on Windows — no cloud dependency
- Excel-native workflow
- Deterministic optimization
- Supports a Reporting Currency CAD + USD
- Provides actionable trade instructions for your real accounts
Portfolio Visualizer
- Analyzes hypothetical model portfolios
- Cloud-based — data leaves your device
- Complex web UI with many configuration fields
- Requires manual min/max constraints (easy to break)
- Lacks a unified cross-border multi-currency reporting engine
- Provides theoretical model‑portfolio weights, not actionable trade instructions for your real accounts
Who Each Tool Is For
ClearLedger Is For
Advisors, serious investors, and professionals who want:
- Local execution
- Optimization of their actual holdings
- Transparent, deterministic analytics
- Canadian, U.S., and cross-border investors managing CAD + USD portfolios
- Investors managing real multi-asset accounts (cash, bonds, GICs, equities, ETFs)
Portfolio Visualizer Is For
Investors who want:
- Historical backtesting
- Strategy comparison
- Efficient frontier charts
- Cloud-based convenience
Conclusion
Portfolio Visualizer is excellent for backtesting and exploring historical performance. ClearLedger is built for optimizing the portfolio you already own — locally, transparently, and without cloud dependency.
Portfolio Visualizer helps you analyze the past.
ClearLedger helps you improve the future.
Download ClearLedger
ClearLedger is available exclusively through the secure Client Portal. Log in to download the latest Windows‑native installer.
Download ClearLedger