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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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.
Quick takeaways
Free tiers remain available through Stock Rover, Stock Analysis, TipRanks, GuruFocus, Seeking Alpha, TradingView, MarketInOut, Portfolio123, Koyfin, Investing.com, Fiscal.ai, FINVIZ, FT Markets (Markets data — Financial Times), Portfolio Visualizer, MacroMicro, okama, and justETF 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.
Similarity score 1666
Category overlap: 69%Shared coverage
Screeners
Portfolio
Watchlist
Correlation
Stock Comparison
ETF 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 1579
Category overlap: 62%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Correlation
Stock 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 1436
Category overlap: 54%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Stock Comparison
ETF 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 IPO, Top Analysts, and News coverage beyond what PortfoliosLab offers.
- Standout features include Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: IPO, Top Analysts, News, and Calendar
Standout features: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)., and Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Similarity score 1436
Category overlap: 54%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Stock Comparison
ETF 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.
Similarity score 1292
Category overlap: 46%Shared coverage
Screeners
Portfolio
Backtesting
Stock Comparison
Financials
APIs & 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 1292
Category overlap: 46%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Stock Comparison
Financials
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 1292
Category overlap: 46%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Backtesting
Financials
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.
#8 Alternative
Similarity score 1288
Category overlap: 46%Shared coverage
Screeners
Portfolio
Watchlist
Correlation
Risk 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.
#9 Alternative
Similarity score 1240
Category overlap: 75%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Backtesting
Quant
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 1238
Category overlap: 86%Shared coverage
Screeners
Portfolio
Watchlist
Backtesting
Correlation
APIs & 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 1226
Category overlap: 60%Shared coverage
Screeners
Portfolio
Backtesting
Correlation
Quant
APIs & 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 1209
Category overlap: 38%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Financials
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 1195
Category overlap: 38%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Financials
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 1149
Category overlap: 38%Shared coverage
Screeners
Portfolio
Watchlist
Stock Comparison
Financials
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.
Similarity score 1137
Category overlap: 38%Shared coverage
Screeners
Portfolio
Watchlist
Backtesting
Financials
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 1135
Category overlap: 38%Shared coverage
Screeners
ETF Screeners
Portfolio
Watchlist
Financials
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.
Similarity score 1125
Category overlap: 71%Shared coverage
Backtesting
Correlation
Risk Metrics (VaR/ES/Drawdown)
Factor Exposure
Quant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations and Monte Carlo coverage beyond what PortfoliosLab offers.
- Standout features include Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
- Pair it with PortfoliosLab if you still need Screeners, ETF Screeners, and Portfolio.
Adds coverage: Data Visualizations and Monte Carlo
Standout features: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., and Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Similarity score 1115
Category overlap: 38%Shared coverage
ETF Screeners
Watchlist
Backtesting
Correlation
ETF Comparison
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Which ETF includes this Stock?, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with PortfoliosLab if you still need Screeners, Portfolio, and Stock Comparison.
Adds coverage: Data Visualizations, Which ETF includes this Stock?, Calendar, and GDP
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 1108
Category overlap: 45%Shared coverage
Portfolio
Backtesting
Correlation
Risk Metrics (VaR/ES/Drawdown)
Quant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data Visualizations, Monte Carlo, and Data APIs coverage beyond what PortfoliosLab offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with PortfoliosLab if you still need Screeners, ETF Screeners, and Watchlist.
Adds coverage: Data Visualizations, Monte Carlo, Data APIs, and ETF Performance
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1077
Category overlap: 42%Shared coverage
ETF Screeners
Portfolio
Watchlist
Backtesting
ETF Comparison
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- justETF adds mobile access for on-the-go monitoring.
- Expands into Alerts, ETF Overview, and ETF Performance coverage beyond what PortfoliosLab offers.
- Standout features include Comprehensive database and screener for European ETFs and physically backed ETCs, with the ability to filter, compare, and analyze funds., ETF profiles display top-10 holdings, listings across multiple exchanges, performance data, and risk metrics., and Stock profiles show how many ETFs include each company, with data sourced from Trackinsight, etfinfo, Xignite, gettex, FactSet, and justETF..
- Pair it with PortfoliosLab if you still need Screeners, Correlation, and Stock Comparison.
Adds coverage: Alerts, ETF Overview, ETF Performance, and ETF Holdings
Standout features: Comprehensive database and screener for European ETFs and physically backed ETCs, with the ability to filter, compare, and analyze funds., ETF profiles display top-10 holdings, listings across multiple exchanges, performance data, and risk metrics., Stock profiles show how many ETFs include each company, with data sourced from Trackinsight, etfinfo, Xignite, gettex, FactSet, and justETF., and Portfolio tracking is transaction-based, with automatic booking of dividends on ex-date.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×18
Screeners×16
Watchlist×16
Financials×13
ETF Screeners×11
Backtesting×10
Correlation×8
Stock Comparison×7
New angles introduced
Categories the alternatives add beyond PortfoliosLab.
Alerts+13
ETF Overview+13
Data Visualizations+12
ETF Holdings+12
Calendar+11
News+10
ETF Performance+8
Dividends+7
Access & Pricing
Free options
17/20
17 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 16 tested
10 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
52%
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, Fiscal.ai, FINVIZ, FT Markets (Markets data — Financial Times), Portfolio Visualizer, MacroMicro, okama, and justETF 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, Factor Exposure, Financials, Portfolio, Quant, Risk Metrics (VaR/ES/Drawdown), Screeners, Stock Comparison, and Watchlist, so you can port most PortfoliosLab workflows without much friction.
Information
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.