Portfolio Risk Analyzer vs Investment Waterfall Calculator: Which Free Tool Should You Use?

Compare Portfolio Risk Analyzer and Investment Waterfall Calculator side by side. See features, use cases, and which free tool fits your needs.

Portfolio Risk Analyzer

Calculate Sharpe ratio, VaR, max drawdown, and correlation matrix for your portfolio

Category

Wall Street & Investment

Replaces

Morningstar Direct / Portfolio Visualizer Pro $15K+/yr / $25/mo

Storage

url params

Export Formats
csvpdfpng
Try Portfolio Risk Analyzer →
Investment Waterfall Calculator

Model PE/VC fund distribution waterfalls with preferred return and carried interest

Category

Wall Street & Investment

Replaces

Cobalt LP / Excel templates $2,000+/yr

Storage

url params

Export Formats
csvpdf
Try Investment Waterfall Calculator →

Use Portfolio Risk Analyzer when...

Free portfolio risk analysis tool. Input holdings and returns to calculate Sharpe ratio, Sortino ratio, max drawdown, beta, Value at Risk (95%/99%), and correlation matrix heatmap.

Use Investment Waterfall Calculator when...

Free investment waterfall calculator. Model LP/GP distributions with preferred return hurdles, GP catch-up, and carried interest across multiple tiers. Calculate total distributions, IRR per party, and promote structure.

The Verdict

Both tools are completely free, run in your browser, and require no signup.Portfolio Risk Analyzer focuses on calculate sharpe ratio, var, max drawdown, and correlation matrix for your portfolio, while Investment Waterfall Calculator specializes in model pe/vc fund distribution waterfalls with preferred return and carried interest. Try both and see which fits your workflow — there's no cost to switching.

Frequently Asked Questions

What is the difference between Portfolio Risk Analyzer and Investment Waterfall Calculator?

Portfolio Risk Analyzer focuses on calculate sharpe ratio, var, max drawdown, and correlation matrix for your portfolio, while Investment Waterfall Calculator specializes in model pe/vc fund distribution waterfalls with preferred return and carried interest. Both are completely free, require no signup, and run entirely in your browser.

Is Portfolio Risk Analyzer free?

Yes. Portfolio Risk Analyzer is 100% free — no subscription, no signup, and no hidden charges. Your data stays in your browser.

Is Investment Waterfall Calculator free?

Yes. Investment Waterfall Calculator is 100% free — no subscription, no signup, and no hidden charges. Your data stays in your browser.

Which tool should I use: Portfolio Risk Analyzer or Investment Waterfall Calculator?

Choose Portfolio Risk Analyzer if you need to calculate sharpe ratio, var, max drawdown, and correlation matrix for your portfolio. Choose Investment Waterfall Calculator if you need to model pe/vc fund distribution waterfalls with preferred return and carried interest. Since both are free, you can try both and use whichever fits your workflow.

← Browse all comparisons