YCharts is the closest drop-in replacement with overlapping coverage in Screeners, Portfolio, and Watchlist while adding Data Visualizations and Performance Attribution coverage and Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. and Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. features (category overlap ~69%).
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Wednesday, November 19, 2025
Programmatic picks
Alternatives to PortfoliosLab
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test PortfoliosLab against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Stock Rover, Stock Analysis, TipRanks, GuruFocus, Seeking Alpha, TradingView, MarketInOut, Portfolio123, Koyfin, Investing.com, Snowball Analytics, Fiscal.ai, Alpha Spread, FINVIZ, and FT Markets (Markets data — Financial Times) for side-by-side testing.
Need mobile access? Stock Rover, Stock Analysis, and TipRanks bring phone-ready workflows that PortfoliosLab lacks.
Round out your stack with new coverage areas like Data Visualizations, Performance Attribution, Scenario & Stress Tests, and News.
PortfoliosLab still leads on Factor Exposure, so keep it handy for those workflows.
Similarity score 1666Category overlap: 69%
Shared coverage
ScreenersPortfolioWatchlistCorrelationStock ComparisonETF Comparison
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Data Visualizations, Performance Attribution, and Scenario & Stress Tests coverage beyond what PortfoliosLab offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with PortfoliosLab if you still need ETF Screeners, Backtesting, and Factor Exposure.
Adds coverage: Data Visualizations, Performance Attribution, Scenario & Stress Tests, and News
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1579Category overlap: 62%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistCorrelationStock Comparison
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Monte Carlo, and News coverage beyond what PortfoliosLab offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with PortfoliosLab if you still need Backtesting, Risk Metrics (VaR/ES/Drawdown), and Factor Exposure.
Adds coverage: Data Visualizations, Monte Carlo, News, and Alerts
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1436Category overlap: 54%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistStock ComparisonETF Comparison
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and IPO coverage beyond what PortfoliosLab offers.
- Standout features include Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Stock Ideas, Top Analysts, IPO, and Data Visualizations
Standout features: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
Similarity score 1436Category overlap: 54%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistStock ComparisonETF Comparison
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Stock Ideas, and Analyst Forecasts coverage beyond what PortfoliosLab offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Top Analysts, Stock Ideas, Analyst Forecasts, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
#5 Alternative
Similarity score 1375Category overlap: 64%
Shared coverage
ScreenersPortfolioBacktestingCorrelationRisk Metrics (VaR/ES/Drawdown)Quant
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into News, Regulatory Filings Monitoring, and Data Visualizations coverage beyond what PortfoliosLab offers.
- Standout features include Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., and Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)..
- Pair it with PortfoliosLab if you still need ETF Screeners, Watchlist, and Stock Comparison.
Adds coverage: News, Regulatory Filings Monitoring, Data Visualizations, and Scenario & Stress Tests
Standout features: Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)., and Advanced stock screening and financial statement breakdowns.
Similarity score 1292Category overlap: 46%
Shared coverage
ScreenersPortfolioBacktestingStock ComparisonFinancialsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Investor Holdings, and US Government Trades coverage beyond what PortfoliosLab offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with PortfoliosLab if you still need ETF Screeners, Watchlist, and Correlation.
Adds coverage: Stock Ideas, Investor Holdings, US Government Trades, and News
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1292Category overlap: 46%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistStock ComparisonFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and ETF Comparison.
Adds coverage: Data Visualizations, News, Alerts, and Calendar
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1292Category overlap: 46%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistBacktestingFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Data Visualizations, and Options & Derivatives coverage beyond what PortfoliosLab offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with PortfoliosLab if you still need Correlation, Stock Comparison, and ETF Comparison.
Adds coverage: Stock Ideas, Data Visualizations, Options & Derivatives, and Paper Trading
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
#9 Alternative
Similarity score 1288Category overlap: 46%
Shared coverage
ScreenersPortfolioWatchlistCorrelationRisk Metrics (VaR/ES/Drawdown)Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives coverage beyond what PortfoliosLab offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with PortfoliosLab if you still need ETF Screeners, Backtesting, and Stock Comparison.
Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, and Options
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
#10 Alternative
Similarity score 1240Category overlap: 75%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistBacktestingQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Scenario & Stress Tests and Stock Ideas coverage beyond what PortfoliosLab offers.
- Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- Pair it with PortfoliosLab if you still need Correlation, Stock Comparison, and ETF Comparison.
Adds coverage: Scenario & Stress Tests and Stock Ideas
Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Similarity score 1238Category overlap: 86%
Shared coverage
ScreenersPortfolioWatchlistBacktestingCorrelationAPIs & SDKs
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Multi-market stock screener covering 35+ exchanges, with both technical and fundamental criteria. Filters can be applied by exchange, sector, industry, index, or watchlist. Timeframes include hourly, daily, weekly, and monthly, with per-stock Excel exports., Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported., and Formula Screener allows custom queries with AND/OR/NOT logic, multi-timeframe conditions, historical/range screening, index and ticker references, and regime filters..
- Pair it with PortfoliosLab if you still need ETF Screeners, Stock Comparison, and ETF Comparison.
Adds coverage: Alerts
Standout features: Multi-market stock screener covering 35+ exchanges, with both technical and fundamental criteria. Filters can be applied by exchange, sector, industry, index, or watchlist. Timeframes include hourly, daily, weekly, and monthly, with per-stock Excel exports., Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported., Formula Screener allows custom queries with AND/OR/NOT logic, multi-timeframe conditions, historical/range screening, index and ticker references, and regime filters., and Email or Telegram alerts for screener matches, with scheduled delivery options. SMS delivery is not guaranteed.
Similarity score 1226Category overlap: 60%
Shared coverage
ScreenersPortfolioBacktestingCorrelationQuantAPIs & SDKs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Data APIs, and Broker Connectors coverage beyond what PortfoliosLab offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with PortfoliosLab if you still need ETF Screeners, Watchlist, and Stock Comparison.
Adds coverage: Calendar, Data APIs, Broker Connectors, and Data Visualizations
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 1209Category overlap: 38%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Stock Comparison.
Adds coverage: Data Visualizations, News, Alerts, and Calendar
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1195Category overlap: 38%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Stock Comparison.
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1189Category overlap: 42%
Shared coverage
ScreenersPortfolioWatchlistBacktestingFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Dividend, Dividends, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..
- Pair it with PortfoliosLab if you still need ETF Screeners, Correlation, and Stock Comparison.
Adds coverage: Dividend, Dividends, Calendar, and Splits
Standout features: Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., Portfolio rebalancing based on target categories; one‑click buy/sell suggestions., and Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
Similarity score 1149Category overlap: 38%
Shared coverage
ScreenersPortfolioWatchlistStock ComparisonFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Alerts, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with PortfoliosLab if you still need ETF Screeners, Backtesting, and Correlation.
Adds coverage: Data Visualizations, Alerts, Calendar, and Dividends
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
#17 Alternative
Similarity score 1145Category overlap: 67%
Shared coverage
ScreenersBacktestingCorrelationRisk Metrics (VaR/ES/Drawdown)QuantAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Why investors switch
- Expands into Data Visualizations, Monte Carlo, and Auto-Trading & Bots coverage beyond what PortfoliosLab offers.
- Standout features include Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..
- Pair it with PortfoliosLab if you still need ETF Screeners, Portfolio, and Watchlist.
Adds coverage: Data Visualizations, Monte Carlo, and Auto-Trading & Bots
Standout features: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., Monte Carlo simulation (custom metrics can drive optimization/WF objective)., and Very fast multi‑threaded optimization with 3D optimization surface visualization.
Similarity score 1138Category overlap: 46%
Shared coverage
ScreenersPortfolioWatchlistStock ComparisonFinancialsAPIs & SDKs
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Valuation Models, and Transcripts coverage beyond what PortfoliosLab offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with PortfoliosLab if you still need ETF Screeners, Backtesting, and Correlation.
Adds coverage: Stock Ideas, Valuation Models, Transcripts, and Analyst Price Targets
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 1137Category overlap: 38%
Shared coverage
ScreenersPortfolioWatchlistBacktestingFinancials
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with PortfoliosLab if you still need ETF Screeners, Correlation, and Stock Comparison.
Adds coverage: Data Visualizations, News, Alerts, and Data APIs
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1135Category overlap: 38%
Shared coverage
ScreenersETF ScreenersPortfolioWatchlistFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- FT Markets (Markets data — Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Alerts, Compounding Calculator, and Insider Data coverage beyond what PortfoliosLab offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Stock Comparison.
Adds coverage: Alerts, Compounding Calculator, Insider Data, and Fund Overview
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Portfolio×19Financials×16Watchlist×16Backtesting×9ETF Screeners×9Stock Comparison×8Correlation×7
New angles introduced
Categories the alternatives add beyond PortfoliosLab.
Alerts+13News+13Data Visualizations+12ETF Overview+12Calendar+11ETF Holdings+11Dividends+8Analyst Forecasts+7
Access & Pricing
Free options
15/20
15 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 13 tested
10 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to PortfoliosLab?
PortfoliosLab users most often consider YCharts, Stock Rover, and Stock Analysis as their go-to alternatives.
Which alternatives keep a free tier?
Stock Rover, Stock Analysis, TipRanks, GuruFocus, Seeking Alpha, TradingView, MarketInOut, Portfolio123, Koyfin, Investing.com, Snowball Analytics, Fiscal.ai, Alpha Spread, FINVIZ, and FT Markets (Markets data — Financial Times) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top PortfoliosLab alternatives cover?
Expect deep coverage across APIs & SDKs, Backtesting, Correlation, ETF Comparison, ETF Screeners, Financials, Portfolio, Quant, Risk Metrics (VaR/ES/Drawdown), Screeners, Stock Comparison, and Watchlist, so you can port most PortfoliosLab workflows without much friction.
Where does PortfoliosLab still stand out?
PortfoliosLab remains the go-to for Factor Exposure, which the current alternatives do not fully replicate.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.