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ProjectionLab Alternatives & Competitors

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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 4 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.

Visit ProjectionLabFree alternativesTool details

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Which Alternative Should You Use?

Wealthfolio logo

Wealthfolio

Closest replacement

Best for: Privacy-conscious long-term investors looking for 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 also has a free plan, so you can try it without paying. Free-plan limits: 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.

Download Wealthfolio
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okama logo logo placeholder

okama

Best audience fit

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

  • okama best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
  • okama also has a free plan, so you can try it without paying. Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators.

Watch for: Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Explore okama documentation
DetailsCompare
Portfolio Visualizer logo

Portfolio Visualizer

Quality-checked pick

Best for: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

  • Portfolio Visualizer best matches the base workflow on portfolio analytics, strategy backtesting, and charting and technical analysis.
  • Portfolio Visualizer also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free tier supports portfolios with up to 15 assets and limited history.

Watch for: Free tier is constrained: The free tier limits portfolio size/history and excludes current month-to-date results, so serious workflows usually need Basic or Pro.

Compare Portfolio Visualizer plans
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getquin logo

getquin

Strong runner-up

Best for: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

  • getquin best matches the base workflow on portfolio analytics, long-term portfolio tracking, and portfolio tracking.
  • getquin also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Core portfolio tracking is free to download/use.

Watch for: Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.

Open getquin
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Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Wealthfolio logo
Closest replacement

Wealthfolio

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

Keep

  • Retirement Calculator
  • Monte Carlo
  • Portfolio
  • Data Visualizations

Gain

  • Performance Attribution
  • Risk Metrics
  • Broker Connectors
  • Custom Dashboards

Lose

  • Backtesting
  • Scenario & Stress Tests
  • Capital Gains Estimator

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, API and market data, and backtesting and quant research.
  • 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. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • 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.
Cost
Free, no signup

$2.99/moto go paid

$7.76/mo less than ProjectionLab

Fit
Partial replacement
Download WealthfolioCompare
Full review and details
2
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Retirement Calculator
  • Portfolio

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • Monte Carlo
  • Backtesting
  • Scenario & Stress Tests
  • Capital Gains Estimator

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, charting and technical analysis, and backtesting and quant research.
  • Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
  • Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Open getquinCompare
Full review and details
3
Portfolio Visualizer logo
Quality-checked pick

Portfolio Visualizer

Tested by us

Bottom line: DIY investors and advisors needing portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

Keep

  • Monte Carlo
  • Backtesting
  • Data Visualizations

Gain

  • Correlation
  • Risk Metrics
  • Factor Exposure
  • Performance Attribution

Lose

  • Retirement Calculator
  • Scenario & Stress Tests
  • Capital Gains Estimator
  • Portfolio

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, API and market data, and dividend research.
  • Free-plan limits: Signup required. Free tier supports portfolios with up to 15 assets and limited history. Basic is listed at $30/month billed annually.
  • Free tier is constrained: The free tier limits portfolio size/history and excludes current month-to-date results, so serious workflows usually need Basic or Pro.
Cost
Free with signup

$30/moto go paid, billed yearly

$19.25/mo more than ProjectionLab

Fit
Partial replacement
Compare Portfolio Visualizer plansCompare
Full review and details
4
okama logo logo placeholder
okamaBest audience fit
4
okama logo logo placeholder
Best audience fit

okama

Tested by us

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.

Keep

  • Monte Carlo
  • Backtesting
  • Portfolio
  • Data Visualizations

Gain

  • Quant
  • Correlation
  • Risk Metrics
  • APIs & Data Feeds

Lose

  • Retirement Calculator
  • Scenario & Stress Tests
  • Capital Gains Estimator
  • Bonds coverage

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
  • Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. Public documentation currently describes okama 2.3.0.
  • Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.
Cost
Free, no signup

Free onlyno paid tier

$10.75/mo less than ProjectionLab

Fit
Partial replacement
Explore okama documentationCompare
Full review and details

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, getquin, Portfolio Visualizer, and okama for side-by-side testing.

Need mobile access? Wealthfolio and getquin 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.

ProjectionLab still leads on Scenario & Stress Tests and Capital Gains Estimator, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×3Monte Carlo×3Portfolio×3Backtesting×2Retirement Calculator×2

New angles introduced

Categories the alternatives add beyond ProjectionLab.

Risk Metrics+3AI Research+2Broker Connectors+2Correlation+2Performance Attribution+2Quant+2Alerts+1APIs & Data Feeds+1

Access & Pricing

Free to start

4/4

4 of 4 start free, same as ProjectionLab.

Paid plans from

$2.99/mo

Wealthfolio is the cheapest paid upgrade. ProjectionLab starts at $10.75/mo.

Mobile app

2 of 4

2 add a mobile app that ProjectionLab lacks.

API access

1 of 4

1 expose an API or data feed, usually on a paid plan.

Hands-on tested

2 of 4

2 tested hands-on. 0 are analyst picks.

Coverage overlap

46%

Average share of ProjectionLab categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to ProjectionLab?

Wealthfolio, getquin, and Portfolio Visualizer share the most workflows with ProjectionLab, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Wealthfolio, getquin, Portfolio Visualizer, and okama start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top ProjectionLab alternatives cover?

Between them the top matches cover Backtesting, Data Visualizations, Monte Carlo, Portfolio, and Retirement Calculator. ProjectionLab workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does ProjectionLab still stand out?

None of the alternatives here cover Scenario & Stress Tests and Capital Gains Estimator. Keep ProjectionLab for that, or run both tools side by side.

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Feedback

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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.