ETF Insider is the closest drop-in replacement with overlapping coverage in Portfolio, Correlation, and Risk Metrics while adding ETF Overview and ETF Holdings coverage and Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs. and Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration. features (category overlap ~64%).
VOL. XCIV, NO. 247
Free Alternatives to PortfoliosLab
PRICE: 0 CENTS
Free Alternatives to PortfoliosLab
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test PortfoliosLab before paying for another subscription.
Switching from PortfoliosLab doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Screeners and beyond. Each pick below is ranked by how closely it matches PortfoliosLab's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap54%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with ETF Insider, Portfolio123, and TipRanks to road-test PortfoliosLab workflows without paying up front.
Need mobile access? TipRanks, Stock Rover, and Stock Analysis bring phone-ready workflows that PortfoliosLab lacks.
Round out your stack with new coverage areas like ETF Overview, ETF Holdings, ETF Performance, and ETF Overlap.
Similarity score 1736Category overlap: 64%
Shared coverage
PortfolioCorrelationRisk MetricsFactor ExposureScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Holdings, and ETF Performance coverage beyond what PortfoliosLab offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with PortfoliosLab if you still need Watchlist, Backtesting, and Stock Comparison.
Adds coverage: ETF Overview, ETF Holdings, ETF Performance, and ETF Overlap
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 1676Category overlap: 64%
Shared coverage
PortfolioWatchlistBacktestingCorrelationScreenersData Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Financials, and GDP coverage beyond what PortfoliosLab offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with PortfoliosLab if you still need Risk Metrics, Factor Exposure, and Stock Comparison.
Adds coverage: Stock Ideas, Financials, GDP, and Interest Rates
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1665Category overlap: 57%
Shared coverage
PortfolioWatchlistStock ComparisonETF ComparisonScreenersETF Screeners
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and Options & Derivatives coverage beyond what PortfoliosLab offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Top Analysts, Options & Derivatives, and Insider Data
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1637Category overlap: 57%
Shared coverage
PortfolioWatchlistCorrelationStock ComparisonETF ComparisonScreeners
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 Monte Carlo, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with PortfoliosLab if you still need Backtesting, Risk Metrics, and Factor Exposure.
Adds coverage: Monte Carlo, News, Alerts, and Calendar
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1608Category overlap: 80%
Shared coverage
BacktestingCorrelationRisk MetricsFactor ExposureScreenersETF Screeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Monte Carlo and Performance Attribution coverage beyond what PortfoliosLab offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with PortfoliosLab if you still need Portfolio, Watchlist, and Stock Comparison.
Adds coverage: Monte Carlo and Performance Attribution
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 1510Category overlap: 50%
Shared coverage
PortfolioWatchlistStock ComparisonScreenersData VisualizationsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Investor Holdings, and ETF Overview coverage beyond what PortfoliosLab offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Investor Holdings, ETF Overview, and ETF Performance
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1505Category overlap: 57%
Shared coverage
PortfolioBacktestingCorrelationStock ComparisonScreenersETF Screeners
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with PortfoliosLab if you still need Watchlist, Risk Metrics, and Factor Exposure.
Adds coverage: News, Alerts, Calendar, and Financials
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1494Category overlap: 50%
Shared coverage
PortfolioWatchlistStock ComparisonETF ComparisonScreenersETF Screeners
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 News coverage beyond what PortfoliosLab offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Top Analysts, News, and Calendar
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1494Category overlap: 50%
Shared coverage
PortfolioWatchlistBacktestingCorrelationScreenersData Visualizations
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, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with PortfoliosLab if you still need Risk Metrics, Factor Exposure, and Stock Comparison.
Adds coverage: Stock Ideas, News, Alerts, and Calendar
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1488Category overlap: 50%
Shared coverage
WatchlistBacktestingCorrelationETF ComparisonETF ScreenersData Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Which ETF includes this Stock?, Calendar, and GDP 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 Portfolio, Risk Metrics, and Factor Exposure.
Adds coverage: Which ETF includes this Stock?, Calendar, GDP, and Inflation Rates
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 1483Category overlap: 64%
Shared coverage
PortfolioBacktestingCorrelationRisk MetricsData VisualizationsQuant
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Monte Carlo, ETF Performance, and Inflation Rates 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 Watchlist, Factor Exposure, and Stock Comparison.
Adds coverage: Monte Carlo, ETF Performance, Inflation Rates, and Interest Rates
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 1451Category overlap: 57%
Shared coverage
PortfolioWatchlistBacktestingFactor ExposureETF ComparisonETF Screeners
Assets: ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what PortfoliosLab offers.
- Standout features include Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
- Pair it with PortfoliosLab if you still need Correlation, Risk Metrics, and Stock Comparison.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence., and Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
Similarity score 1411Category overlap: 43%
Shared coverage
PortfolioWatchlistCorrelationScreenersETF ScreenersData Visualizations
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 Custom Dashboards, News, and Alerts coverage beyond what PortfoliosLab offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with PortfoliosLab if you still need Backtesting, Risk Metrics, and Factor Exposure.
Adds coverage: Custom Dashboards, News, Alerts, and Calendar
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1393Category overlap: 58%
Shared coverage
PortfolioWatchlistBacktestingScreenersData VisualizationsData APIs
Assets: Stocks and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Financials, Valuation Models, and Scores coverage beyond what PortfoliosLab offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with PortfoliosLab if you still need Correlation, Risk Metrics, and Factor Exposure.
Adds coverage: Financials, Valuation Models, Scores, and Institutional Data
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 1379Category overlap: 43%
Shared coverage
PortfolioBacktestingStock ComparisonScreenersData VisualizationsData APIs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
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 Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with PortfoliosLab if you still need Watchlist, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Investor Holdings, US Government Trades, and News
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1351Category overlap: 43%
Shared coverage
PortfolioWatchlistStock ComparisonETF ComparisonScreenersETF Screeners
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 News, Alerts, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Stock Ideas
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 1337Category overlap: 43%
Shared coverage
PortfolioBacktestingCorrelationRisk MetricsScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Wealth Management, AI, and AI Chat coverage beyond what PortfoliosLab offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with PortfoliosLab if you still need Watchlist, Factor Exposure, and Stock Comparison.
Adds coverage: Wealth Management, AI, AI Chat, and Scenario & Stress Tests
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1298Category overlap: 86%
Shared coverage
PortfolioWatchlistBacktestingCorrelationScreenersAPIs & 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 Risk Metrics, Factor Exposure, and Stock 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 1274Category overlap: 36%
Shared coverage
PortfolioWatchlistBacktestingStock ComparisonScreeners
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Tickeron adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Auto-Trading & Bots, and Copy/Social Trading coverage beyond what PortfoliosLab offers.
- Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
- Pair it with PortfoliosLab if you still need Correlation, Risk Metrics, and Factor Exposure.
Adds coverage: Stock Ideas, Auto-Trading & Bots, Copy/Social Trading, and Paper Trading
Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
Similarity score 1254Category overlap: 36%
Shared coverage
PortfolioWatchlistStock ComparisonScreenersData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what PortfoliosLab offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with PortfoliosLab if you still need Backtesting, Correlation, and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Financials
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×18Screeners×17Data Visualizations×16Watchlist×14Backtesting×12Correlation×11ETF Screeners×10Data APIs×9
New angles introduced
Categories the alternatives add beyond PortfoliosLab.
Alerts+13Calendar+13Financials+11News+11Analyst Price Targets+8Analyst Recommendations+8Dividends+8ETF Holdings+8
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
12 starred / 15 tested
12 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
54%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to PortfoliosLab?
Start with ETF Insider, Portfolio123, and TipRanks to replicate PortfoliosLab workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which PortfoliosLab workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Correlation, Risk Metrics, Factor Exposure, Screeners, ETF Screeners, Data Visualizations, Data APIs, APIs & SDKs, Watchlist, Backtesting, Quant, Stock Comparison, and ETF Comparison, so core PortfoliosLab workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Blogs, Stock Ideas, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Videos, Top Analysts, Options & Derivatives, Insider Data, Institutional Data, 13F, Scores, Bulls Say Bear Say, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, AI, AI Report, News, News Sentiment, Alerts, Calendar, IPO, Dividends, Splits, Buybacks & Authorizations, Inflation Rates, Options P&L, Compounding Calculator, Retirement Calculator, Monte Carlo, Flags, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Performance Attribution, Investor Holdings, Improved Filings, AI Chat, AI Business Summary, AI Filings Summary, AI Earnings Summary, Webhooks, Newsletters, Options, ETF Fundamentals, Yield Curves, Paper Trading, Order Book / Level II, Which ETF includes this Stock?, PMI / ISM, Commitment of Traders (COT), ETF Factors, ESG Ratings, Custom Dashboards, Short Interest, ETF Valuation, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, US Government Trades, Special Situations, Spin-offs, Acquisitions, Delisted, 13D/13G, Forums, Stock Handbook, Dividend, Wealth Management, Scenario & Stress Tests, Audit Trail / Supervision, Auto-Trading & Bots, Copy/Social Trading, and Courses & Certs show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on PortfoliosLab?
Watchlist, Backtesting, Stock Comparison, ETF Comparison, Quant, Risk Metrics, Factor Exposure, ETF Screeners, Correlation, Data Visualizations, Data APIs, APIs & SDKs, Portfolio, and Screeners remain strengths for PortfoliosLab. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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
Got ideas for new features?
Suggest on XStarred 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.