ProjectionLab Alternatives & Competitors

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Replacement verdicts

ProjectionLab logo

Alternatives to ProjectionLab

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which ProjectionLab competitor is worth testing first.

Looking for a ProjectionLab replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Wealthfolio logo

Wealthfolio

Closest replacement

Best for: Privacy-conscious long-term investors who want portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

  • Wealthfolio best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Wealthfolio keeps the replacement test in the same free-access lane. Free access caveat: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account..

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Snowball Analytics logo

Snowball Analytics

Best workflow fit

Best for: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

  • Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Snowball Analytics keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan has portfolio, holding, custom asset, watchlist, and history limits..

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Sharesight logo

Sharesight

Best audience fit

Best for: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio analytics, long-term portfolio tracking, and portfolio tracking.
  • Sharesight keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

YCharts logo

YCharts

Quality-checked pick

Best for: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

  • YCharts best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
  • YCharts shares Subscription pricing with the base tool.

Watch for: Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.

Detailed Alternatives

Closest replacementWorkflow overlap 57%

Bottom line: Privacy-conscious long-term investors who want portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Wealthfolio best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Wealthfolio matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Performance Attribution, Risk Metrics, Broker Connectors, and Custom Dashboards.

Watch out

  • Major switch gaps: missing Backtesting, Scenario & Stress Tests, and Capital Gains Estimator workflows, does not clearly cover strategy backtesting, API and market data, and backtesting and quant research, and less aligned with Financial Advisors, active traders, and quants and developers.
  • Avoid as a full replacement if you rely on strategy backtesting, API and market data, and backtesting and quant research.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account., Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect., and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates..

Shared coverage

Retirement CalculatorMonte CarloPortfolioData Visualizations
02
YCharts logo

YCharts

Hands-on Tested
Broad workflow fitWorkflow overlap 71%

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Subscription

Why switch

  • YCharts best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
  • YCharts matches the base audience on Financial Advisors, Intermediate, and Advanced.
  • You gain Screeners, Stock Comparison, ETF Comparison, and Watchlist.

Watch out

  • Major switch gaps: missing Real Estate and Other coverage, missing Retirement Calculator and Backtesting workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
  • Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..

Shared coverage

Monte CarloScenario & Stress TestsCapital Gains EstimatorPortfolioData Visualizations
Best free-tier fitWorkflow overlap 43%

Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Portseido best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Portseido matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Performance Attribution, Risk Metrics, Tax Lots / Lot Optimization, and Dividends.

Watch out

  • Major switch gaps: missing Bonds coverage, missing Monte Carlo, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and backtesting and quant research.
  • Avoid as a full replacement if you rely on strategy backtesting and backtesting and quant research.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
  • Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..

Shared coverage

Retirement CalculatorPortfolioData Visualizations
04
GuruFocus logo

GuruFocus

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 43%

Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • GuruFocus best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
  • GuruFocus matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

  • Major switch gaps: missing Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
  • Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..

Shared coverage

BacktestingPortfolioData Visualizations
05
Stock Rover logo

Stock Rover

Hands-on Tested
Best free-tier fitWorkflow overlap 43%

Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Stock Rover best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
  • Stock Rover matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
  • You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.

Watch out

  • Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..

Shared coverage

Monte CarloPortfolioData Visualizations
Best free-tier fitWorkflow overlap 29%

Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Snowball Analytics best matches the base workflow on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Snowball Analytics matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Watchlist, Dividends, Dividend Tax / ADR Withholding, and Calendar.

Watch out

  • Major switch gaps: missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, does not clearly cover advisor and client reporting, and less aligned with Financial Advisors, active traders, and advisors and wealth firms.
  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
  • Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..

Shared coverage

BacktestingPortfolio
Best free-tier fitWorkflow overlap 29%

Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Sharesight best matches the base workflow on portfolio analytics, long-term portfolio tracking, and portfolio tracking.
  • Sharesight matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
  • You gain Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Dividend Tax / ADR Withholding.

Watch out

  • Major switch gaps: missing Retirement Calculator, Monte Carlo, and Backtesting workflows and does not clearly cover strategy backtesting, charting and technical analysis, and backtesting and quant research.
  • Avoid as a full replacement if you rely on strategy backtesting, charting and technical analysis, and backtesting and quant research.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
  • Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..

Shared coverage

Capital Gains EstimatorPortfolio
Best free-tier fitWorkflow overlap 43%

Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Delta by eToro best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Delta by eToro matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Watchlist, Alerts, Calendar, and News.

Watch out

  • Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover strategy backtesting, backtesting and quant research, and advisor and client reporting.
  • Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
  • Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
  • Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..

Shared coverage

Capital Gains EstimatorPortfolioData Visualizations
Best free-tier fitWorkflow overlap 43%

Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Marketlog best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Marketlog matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Watchlist, Institutional Ownership, Risk Metrics, and Compounding Calculator.

Watch out

  • Major switch gaps: missing Mutual Funds and Real Estate coverage, missing Retirement Calculator, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting, backtesting and quant research, and advisor and client reporting.
  • Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and advisor and client reporting.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
  • Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..

Shared coverage

Monte CarloPortfolioData Visualizations
10
okama logo

okama

Hands-on Tested
Best free-tier fitWorkflow overlap 57%

Bottom line: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free

Why switch

  • okama best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
  • okama matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Quant, Correlation, Risk Metrics, and APIs & Data Feeds.

Watch out

  • Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Scenario & Stress Tests, and Capital Gains Estimator workflows, and does not clearly cover long-term portfolio tracking, options and trading workflows, and dividend research.
  • Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
  • Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
  • Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..

Shared coverage

Monte CarloBacktestingPortfolioData Visualizations
11
Koyfin logo

Koyfin

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 29%

Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Koyfin best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
  • Koyfin matches the base audience on Retail Traders, Financial Advisors, and Beginner.
  • You gain Screeners, ETF Screeners, Custom Dashboards, and Correlation.

Watch out

  • Major switch gaps: missing Real Estate and Other coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
  • No public API: Koyfin does not provide user-facing data access through an API.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..

Shared coverage

PortfolioData Visualizations
Best free-tier fitWorkflow overlap 57%

Bottom line: Quant and portfolio users who need live factor dashboards, stock/factor screeners, portfolio factor analysis, attribution, hedging, and an open API.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free

Why switch

  • FactorsToday best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
  • FactorsToday matches the base audience on Intermediate, Advanced, and quants and developers.
  • You gain Screeners, Quant, Stock Comparison, and Factor Exposure.

Watch out

  • Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Capital Gains Estimator workflows, and does not clearly cover long-term portfolio tracking and options and trading workflows.
  • Avoid as a full replacement if you rely on long-term portfolio tracking and options and trading workflows.
  • Pricing not published: The site exposes many public tools and an open API, but no public commercial pricing or long-term access policy is clearly published.
  • Free-plan limits: FactorsToday public pages show sign-in options but expose dashboards and API documentation publicly., API documentation says the API is limited to 10 requests per second per IP address., and No public paid pricing table was found during verification..

Shared coverage

BacktestingScenario & Stress TestsPortfolioData Visualizations
Best free-tier fitWorkflow overlap 43%

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • PortfoliosLab best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
  • PortfoliosLab matches the base audience on Retail Traders, Long-term Investors, and Financial Advisors.
  • You gain Watchlist, Correlation, Risk Metrics, and Factor Exposure.

Watch out

  • Major switch gaps: missing Bonds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover long-term portfolio tracking, options and trading workflows, and dividend research.
  • Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
  • Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
  • Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..

Shared coverage

BacktestingPortfolioData Visualizations
Best free-tier fitWorkflow overlap 43%

Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Other
Experience
Beginner and Intermediate
Plans
Free and Subscription

Why switch

  • Zenvesto best matches the base workflow on portfolio analytics, long-term portfolio tracking, and charting and technical analysis.
  • Zenvesto matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Watchlist, Risk Metrics, News, and Calendar.

Watch out

  • Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting.
  • Avoid as a full replacement if you rely on strategy backtesting.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
  • Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..

Shared coverage

BacktestingPortfolioData Visualizations
Specialist fitWorkflow overlap 43%

Bottom line: Investors and advisors who need multi-asset portfolio analytics, stress testing, and import workflows across Indian and global assets.

Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Subscription

Why switch

  • Qfinr best matches the base workflow on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Qfinr matches the base audience on Beginner, Intermediate, and Advanced.
  • You gain Watchlist, Screeners, ETF Screeners, and Stock Ideas.

Watch out

  • Major switch gaps: missing Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Capital Gains Estimator workflows, and does not clearly cover charting and technical analysis, dividend research, and advisor and client reporting.
  • Avoid as a full replacement if you rely on charting and technical analysis, dividend research, and advisor and client reporting.
  • Pricing is unpublished: Public pages describe subscription terms, but specific current tiers and prices are not published.
  • Free-plan limits: Signup required, Subscription product with no specific public price verified., and Portfolio import relies on manual, CSV/template, and statement workflows..

Shared coverage

BacktestingScenario & Stress TestsPortfolio
16
TipRanks logo

TipRanks

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 43%

Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • TipRanks best matches the base workflow on portfolio analytics, charting and technical analysis, and portfolio tracking.
  • TipRanks matches the base audience on Retail Traders, Beginner, and Intermediate.
  • You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.

Watch out

  • Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Monte Carlo, Backtesting, and Scenario & Stress Tests workflows, and does not clearly cover strategy backtesting and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on strategy backtesting and long-term portfolio tracking.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..

Shared coverage

Retirement CalculatorPortfolioData Visualizations
17
TradingView logo

TradingView

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 43%

Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • TradingView best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
  • TradingView matches the base audience on Retail Traders, Beginner, and Intermediate.
  • You gain Quant, Screeners, ETF Screeners, and Stock Ideas.

Watch out

  • Major switch gaps: missing Mutual Funds, Real Estate, and Other coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..

Shared coverage

BacktestingPortfolioData Visualizations
18
Stock Analysis logo

Stock Analysis

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 29%

Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Stock Analysis best matches the base workflow on charting and technical analysis, portfolio tracking, and API and market data.
  • Stock Analysis matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Watch out

  • Major switch gaps: missing Bonds and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • No public API: Stock Analysis does not currently offer API access.
  • Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

PortfolioData Visualizations
19
Investing.com logo

Investing.com

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 29%

Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Investing.com best matches the base workflow on charting and technical analysis, portfolio tracking, and API and market data.
  • Investing.com matches the base audience on Retail Traders, Long-term Investors, and Beginner.
  • You gain Stock Ideas, Screeners, Stock Comparison, and Options.

Watch out

  • Major switch gaps: missing Mutual Funds coverage, missing Retirement Calculator, Monte Carlo, and Backtesting workflows, and does not clearly cover portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and long-term portfolio tracking.
  • Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..

Shared coverage

PortfolioData Visualizations
20
Portfolio123 logo

Portfolio123

Analyst PickHands-on Tested
Best free-tier fitWorkflow overlap 43%

Bottom line: Rules-based investors who want point-in-time stock and ETF simulations.

Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription

Why switch

  • Portfolio123 best matches the base workflow on strategy backtesting, charting and technical analysis, and portfolio tracking.
  • Portfolio123 matches the base audience on Retail Traders, Financial Advisors, and Beginner.
  • You gain Screeners, Quant, Stock Ideas, and Scores.

Watch out

  • Major switch gaps: missing Bonds, Mutual Funds, and Real Estate coverage, missing Retirement Calculator, Monte Carlo, and Scenario & Stress Tests workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and dividend research.
  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and dividend research.
  • Advanced research is paid: Free Manage covers portfolio tracking, while ranking, screening, backtesting, API, and DataMiner workflows sit behind paid trials or subscriptions.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access., and Homepage-led screener and backtesting access is time limited..

Shared coverage

BacktestingPortfolioData Visualizations

What This Shortlist Tells You

Wealthfolio is the closest drop-in replacement with overlapping coverage in Retirement Calculator, Monte Carlo, and Portfolio while adding Performance Attribution and Risk Metrics coverage and Free AGPL-3.0 core app with local SQLite storage and no required account. and Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition. features (workflow overlap ~57%).

Free tiers remain available through Wealthfolio, Portseido, GuruFocus, Stock Rover, Snowball Analytics, Sharesight, Delta by eToro, Marketlog, okama, Koyfin, FactorsToday, PortfoliosLab, Zenvesto, TipRanks, TradingView, Stock Analysis, Investing.com, and Portfolio123 for side-by-side testing.

Need mobile access? Wealthfolio, Portseido, and GuruFocus bring phone-ready workflows that ProjectionLab lacks.

Round out your stack with new coverage areas like Performance Attribution, Risk Metrics, Broker Connectors, and Custom Dashboards.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Data Visualizations×17Backtesting×9Monte Carlo×5Capital Gains Estimator×3Retirement Calculator×3Scenario & Stress Tests×3

New angles introduced

Categories the alternatives add beyond ProjectionLab.

Watchlist+15Risk Metrics+14Broker Connectors+12Screeners+12AI Research+11Alerts+11Calendar+11Dividends+11

Access & Pricing

Free options

18/20

18 of 20 alternatives keep a free tier for trials.

Mobile ready

14/20

14 alternatives bring native mobile access.

API availability

7/20

7 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

7 starred / 10 tested

7 tools are flagged as analyst picks; 10 have been hands-on tested.

Avg. coverage overlap

43%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to ProjectionLab?

ProjectionLab users most often consider Wealthfolio, YCharts, and Portseido as their go-to alternatives.

Which alternatives keep a free tier?

Wealthfolio, Portseido, GuruFocus, Stock Rover, Snowball Analytics, Sharesight, Delta by eToro, Marketlog, okama, Koyfin, FactorsToday, PortfoliosLab, Zenvesto, TipRanks, TradingView, Stock Analysis, Investing.com, and Portfolio123 offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top ProjectionLab alternatives cover?

Expect deep coverage across Backtesting, Capital Gains Estimator, Data Visualizations, Monte Carlo, Portfolio, Retirement Calculator, and Scenario & Stress Tests, so you can port most ProjectionLab workflows without much friction.

Keep Exploring

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.

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Got questions or suggestions? I'm all ears!

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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.