VOL. XCIV, NO. 247

Free Alternatives to PortfoliosLab

Checking

Free replacement verdicts

Free Alternatives to PortfoliosLab

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 Data Visualizations to Portfolio and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit PortfoliosLab All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus

Closest replacement

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on strategy backtesting, portfolio tracking, and stock screening.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial

Details Compare

Reflexivity

Best workflow fit

Best for: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Reflexivity best matches the base workflow on portfolio analytics, strategy backtesting, and portfolio tracking.
Reflexivity keeps the replacement test in the same free-access lane. Free access caveat: signup required and Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month..

Watch for: Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.

Request Reflexivity demo

Details Compare

Fiscal.ai

Best audience fit

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Fiscal.ai best matches the base workflow on portfolio tracking, AI agent data access, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Try Fiscal.ai

Details Compare

TipRanks

Strong runner-up

Best for: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

TipRanks best matches the base workflow on portfolio analytics, portfolio tracking, and AI agent data access.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

View TipRanks plans

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Drop-in replacement

FactorsToday

Bottom line: Quantitative researchers studying factor returns, stock loadings, correlations, and attribution.

Keep

Portfolio
Backtesting
Correlation
Risk Metrics
Factor Exposure
Performance Attribution

Gain

Scenario & Stress Tests
Factor-return, pair, correlation, seasonality, valuation, and visualization pages.
Factor and stock screeners with model-fit fields and CSV export.
Four nested stock-exposure models estimated with ElasticNet regression and cross-validation.

Lose

Watchlist
ETF Comparison
ETF Screeners
Fund Analysis
AI Chat

Watch out

Avoid as a full replacement if you rely on ETF screening, macro and fund research, and advisor and client reporting.
Free-plan limits: Public dashboards and API documentation can be opened without signing in, The API does not currently require a key and is limited to ten requests per second per IP address, and No paid pricing table or durable free-access commitment is published.
Pricing not published: The site exposes public tools and a no-key API but publishes no long-term access or commercial pricing policy.

Price: PortfoliosLabFree • From $8.33/mo
FactorsTodayFree
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via support.

Open FactorsToday API docs Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

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

Keep

Portfolio
Watchlist
Risk Metrics
Stock Comparison
ETF Comparison
Screeners

Gain

Stock Ideas
Top Analysts
News
Alerts

Lose

Backtesting
Correlation
Factor Exposure
Performance Attribution
Quant

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: PortfoliosLabFree • From $8.33/mo
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Partial replacement

Investing.com

Analyst pickTested by us

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

Keep

Portfolio
Watchlist
Correlation
Stock Comparison
Screeners
Data Visualizations

Gain

Stock Ideas
Options
Institutional Ownership
News

Lose

Backtesting
Risk Metrics
Factor Exposure
Performance Attribution
ETF Comparison

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: PortfoliosLabFree • From $8.33/mo
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Portfolio
Watchlist
Backtesting
Risk Metrics
Performance Attribution
Fund Analysis

Gain

Dividends
Dividend Tax / ADR Withholding
Calendar
Alerts

Lose

Correlation
Factor Exposure
Stock Comparison
ETF Comparison
Screeners

Watch out

Avoid as a full replacement if you rely on ETF screening, stock screening, and AI agent data access.
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.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: PortfoliosLabFree • From $8.33/mo
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

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

Keep

Portfolio
Watchlist
Backtesting
Correlation
Stock Comparison
ETF Comparison

Gain

Stock Ideas
News
Alerts
Calendar

Lose

Risk Metrics
Factor Exposure
Performance Attribution
Fund Analysis
AI Research

Watch out

Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and stock screening.
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.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: PortfoliosLabFree • From $8.33/mo
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

ETF InsiderPartial replacementFree • From $14/moFree with signup

Partial replacement

ETF Insider

Analyst pickTested by us

Bottom line: ETF and mutual fund investors needing holdings look-through, overlap, concentration, correlation, factor exposure, and efficient-frontier style portfolio views.

Keep

Portfolio
Correlation
Risk Metrics
Factor Exposure
ETF Screeners
Data Visualizations

Gain

ETF Analysis
ETF Overlap
Blogs
Network and portfolio views of direct and underlying holdings.

Lose

Watchlist
Backtesting
Performance Attribution
Stock Comparison
ETF Comparison

Watch out

Avoid as a full replacement if you rely on strategy backtesting, stock screening, and AI agent data access.
Free-plan limits: Signup required, Free plan is listed at $0/month with up to 4 saved portfolios and limited full holdings data, and Pro is listed at $14/month with unlimited full holdings data, Excel export, and unlimited saved portfolios.
U.S.-listed asset focus: Coverage is strongest for US-listed ETFs, mutual funds, and stocks. non-US assets outside US listings and crypto are out of scope.

Price: PortfoliosLabFree • From $8.33/mo
ETF InsiderFree • From $14/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ETF Insider plans Compare

Full review and details

MacroMicroPartial replacementFree • From $20/moFree with signup

Partial replacement

MacroMicro

Bottom line: Macro-driven investors looking for global economic charts, cycle indicators, ETF tools, 13F/COT views, earnings summaries, and lightweight backtesting in a single visual workspace.

Keep

Watchlist
Backtesting
Correlation
ETF Comparison
ETF Screeners
Data Visualizations

Gain

Which ETF includes this Stock?
Calendar
Macro Data
Institutional Ownership

Lose

Portfolio
Risk Metrics
Factor Exposure
Performance Attribution
Stock Comparison

Watch out

Avoid as a full replacement if you rely on portfolio analytics, stock screening, and AI agent data access.
Free-plan limits: Signup required, Individual monthly pricing is listed at $20/month for MM PRO, $25/month for MM Prime, and $28/month for MM Max, and API Essential is listed at $5,000/year with a 7-day free trial and 5,000 API calls or downloads per month.
Downloads and API are expensive: Data downloads are Business/API-oriented, and API Essential is listed at $5,000/year.

Price: PortfoliosLabFree • From $8.33/mo
MacroMicroFree • From $20/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare MacroMicro plans Compare

Full review and details

Seeking AlphaPartial replacementFree • From $299/yrFree with signup

Partial replacement

Seeking Alpha

Analyst pickTested by us

Bottom line: Retail investors looking for news, contributor analysis, quant ratings, screeners, and portfolio alerts together.

Keep

Portfolio
Watchlist
Stock Comparison
ETF Comparison
Screeners
ETF Screeners

Gain

News
News Sentiment
Alerts
Calendar

Lose

Backtesting
Correlation
Risk Metrics
Factor Exposure
Performance Attribution

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Signup required, Basic has limited premium-article access, and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.

Price: PortfoliosLabFree • From $8.33/mo
Seeking AlphaFree • From $299/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Seeking Alpha plans Compare

Full review and details

FINVIZPartial replacementFree • From $299.50/yrFree, card required

Partial replacement

FINVIZ

Analyst pickTested by us

Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.

Keep

Portfolio
Backtesting
Correlation
Stock Comparison
Screeners
ETF Screeners

Gain

News
Alerts
Calendar
Financials

Lose

Watchlist
Risk Metrics
Factor Exposure
Performance Attribution
ETF Comparison

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.

Price: PortfoliosLabFree • From $8.33/mo
FINVIZFree • From $299.50/yr
Free tier: Free, card required
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Start FINVIZ Elite trial Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

Portfolio
Watchlist
Backtesting
Correlation
Factor Exposure
Screeners

Gain

Stock Ideas
Scores
Valuation Models
Financials

Lose

Risk Metrics
Performance Attribution
Stock Comparison
ETF Comparison
ETF Screeners

Watch out

Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and stock screening.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: PortfoliosLabFree • From $8.33/mo
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

Portfolio
Watchlist
Risk Metrics
Performance Attribution
Stock Comparison
ETF Comparison

Gain

Stock Ideas
Top Analysts
US Government Trades
Options

Lose

Backtesting
Correlation
Factor Exposure
Fund Analysis
Quant

Watch out

Avoid as a full replacement if you rely on strategy backtesting, ETF screening, and stock screening.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: PortfoliosLabFree • From $8.33/mo
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Portfolio VisualizerPartial replacementFree • From $360/yrFree with signup

Partial replacement

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

Backtesting
Correlation
Risk Metrics
Factor Exposure
Performance Attribution
ETF Screeners

Gain

Monte Carlo
Homepage advertises 5.1M annual visits, 100+ countries, 30 global markets, and 187,650 securities.
The homepage includes a Market Dashboard and a Market Monitor table with current and trailing portfolio results.
Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks.

Lose

Portfolio
Watchlist
Stock Comparison
ETF Comparison
Screeners

Watch out

Avoid as a full replacement if you rely on ETF screening, stock screening, and AI agent data access.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history, and Basic is listed at $30/month billed annually.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.

Price: PortfoliosLabFree • From $8.33/mo
Portfolio VisualizerFree • From $360/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Portfolio Visualizer plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

Portfolio
Watchlist
Correlation
Risk Metrics
Performance Attribution
Stock Comparison

Gain

Stock Ideas
Monte Carlo
News
Alerts

Lose

Backtesting
Factor Exposure
Quant
AI Research
AI Chat

Watch out

Avoid as a full replacement if you rely on strategy backtesting, AI agent data access, and API and market data.
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.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Price: PortfoliosLabFree • From $8.33/mo
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

Fiscal.aiBest audience fitFree • From $39/moFree with signup

Best audience fit

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

Portfolio
Watchlist
Stock Comparison
Screeners
Fund Analysis
Data Visualizations

Gain

Stock Ideas
Institutional Ownership
ETF Analysis
News

Lose

Backtesting
Correlation
Risk Metrics
Factor Exposure
Performance Attribution

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Price: PortfoliosLabFree • From $8.33/mo
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

KoyfinPartial replacementFree • From $468/yrFree with signup

Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

Portfolio
Watchlist
Correlation
Screeners
ETF Screeners
Fund Analysis

Gain

Custom Dashboards
News
Alerts
Calendar

Lose

Backtesting
Risk Metrics
Factor Exposure
Performance Attribution
Stock Comparison

Watch out

Avoid as a full replacement if you rely on strategy backtesting, ETF screening, and AI agent data access.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Price: PortfoliosLabFree • From $8.33/mo
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

GuruFocusClosest replacementFree • From $549/yrFree with signup

Closest replacement

GuruFocus

Analyst pickTested by us

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

Keep

Portfolio
Watchlist
Backtesting
Correlation
Stock Comparison
ETF Comparison

Gain

Stock Ideas
Top Analysts
Institutional Ownership
US Government Trades

Lose

Risk Metrics
Factor Exposure
Performance Attribution
Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.

Watch out

Avoid as a full replacement if you rely on portfolio analytics, ETF screening, and AI agent data access.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: PortfoliosLabFree • From $8.33/mo
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

TickerTrendsPartial replacementFree • From $998/yrFree with signup

Partial replacement

TickerTrends

Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.

Keep

Backtesting
Stock Comparison
Screeners
Data Visualizations
Quant
AI Research

Gain

Stock Ideas
News Sentiment
Market Sentiment
Alerts

Lose

Portfolio
Watchlist
Correlation
Risk Metrics
Factor Exposure

Watch out

Avoid as a full replacement if you rely on portfolio analytics, strategy backtesting, and ETF screening.
Free-plan limits: Signup required, TickerTrends Core is $998 per year after a seven-day trial and carries a 30-day money-back guarantee, and KPI Tracking Suite is custom priced with a trial available by request.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance. Users need modeling discipline, validation, and company-specific KPI context.

Price: PortfoliosLabFree • From $8.33/mo
TickerTrendsFree • From $998/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start TickerTrends trial Compare

Full review and details

ReflexivityBest workflow fitFree • From $99.99/moFree with signup

Best workflow fit

Reflexivity

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

Portfolio
Backtesting
Performance Attribution
Screeners
Quant
AI Research

Gain

Scenario & Stress Tests
Alerts
News
Calendar

Lose

Watchlist
Correlation
Risk Metrics
Factor Exposure
Stock Comparison

Watch out

Avoid as a full replacement if you rely on ETF screening and AI agent data access.
Free-plan limits: Signup required, Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month, and IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.

Price: PortfoliosLabFree • From $8.33/mo
ReflexivityFree • From $99.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Reflexivity demo Compare

Full review and details

SharpelyDrop-in replacementFree • Contact for pricingFree with signup

Drop-in replacement

Sharpely

Bottom line: Indian investors comparing an official RRG chart with stock, fund, factor, and strategy research in the same product.

Keep

Portfolio
Watchlist
Backtesting
Factor Exposure
Stock Comparison
ETF Comparison

Gain

Official RRG Research partner for Relative Rotation Graphs in India.
Forever-free account, with conflicting public evidence about whether RRG is included on that tier.
Indian stock screener with more than 400 metrics, custom filters, and prebuilt screens.
Rule-based strategy builder and historical backtesting for stocks, mutual funds, and ETFs.

Lose

Correlation
Risk Metrics
Performance Attribution
ETF Screeners
Fund Analysis

Watch out

Avoid as a full replacement if you rely on AI agent data access, API and market data, and advisor and client reporting.
Free-plan limits: Signup required, The pricing page describes the Free plan as valid forever, and RRG Chart appears under Core Benefits in Every Plan, but the Free plan's public feature response omits it.
India-focused coverage: The product is built around Indian stocks, sectors, indices, mutual funds, and ETFs rather than broad global coverage.

Price: PortfoliosLabFree • From $8.33/mo
SharpelyFree • Contact for pricing
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-09-05 via pricing.

Start free on Sharpely Compare

Full review and details

TrackinsightPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Trackinsight

Bottom line: ETF investors and institutions that need global screening, comparison, portfolio analysis, and factor or ESG data.

Keep

Portfolio
Watchlist
Backtesting
Factor Exposure
ETF Comparison
ETF Screeners

Gain

ETF Analysis
ETF Factors
ESG Ratings
News

Lose

Correlation
Risk Metrics
Performance Attribution
Stock Comparison
Screeners

Watch out

Avoid as a full replacement if you rely on strategy backtesting, stock screening, and AI agent data access.
Free-plan limits: Signup required, A free Essentials account is required to save lists and create up to two portfolios, and Full Portfolio Insights is included with Enterprise.
ETF-only focus: Trackinsight is built for ETF/ETP research and data services, not single-stock fundamentals, options, or brokerage execution.

Price: PortfoliosLabFree • From $8.33/mo
TrackinsightFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Trackinsight Compare

Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Backtesting while adding Stock Ideas and Top Analysts coverage and Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features (workflow overlap ~82%).

Every pick keeps a free tier; start with GuruFocus, TipRanks, and Stock Rover to road-test PortfoliosLab workflows without paying up front.

Need mobile access? GuruFocus, TipRanks, and Stock Rover bring phone-ready workflows that PortfoliosLab lacks.

Round out your stack with new coverage areas like Stock Ideas, Top Analysts, Institutional Ownership, and US Government Trades.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×18Portfolio×17Screeners×15AI Research×14Watchlist×14Backtesting×12ETF Screeners×12Stock Comparison×12

New angles introduced

Categories the alternatives add beyond PortfoliosLab.

Alerts+13Calendar+13News+13Financials+12ETF Analysis+11Dividends+10Education+10Stock Ideas+10

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

11/20

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

Quality checks

11 starred / 13 tested

11 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

64%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to PortfoliosLab?

Start with GuruFocus, TipRanks, and Stock Rover 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, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Fund Analysis, Data Visualizations, Quant, AI Research, AI Chat, APIs & Data Feeds, Risk Metrics, Performance Attribution, and Factor Exposure, so core PortfoliosLab workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Top Analysts, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Sheets / Excel Add-ins, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Monte Carlo, Notes & Highlights, Scenario & Stress Tests, Webhooks, Which ETF includes this Stock?, Paper Trading, Order Book / Level II, Advisor Operations, Market Sentiment, CDS Spreads, ETF Factors, ESG Ratings, Dividend Tax / ADR Withholding, ETF Overlap, Reddit, Earnings Calls Sentiment, App & Website Traffic, and Employee/Consumer Reviews 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?

Risk Metrics, Factor Exposure, Performance Attribution, Backtesting, Correlation, Fund Analysis, Quant, AI Research, AI Chat, APIs & Data Feeds, Watchlist, ETF Comparison, ETF Screeners, Stock Comparison, Portfolio, Screeners, and Data Visualizations remain strengths for PortfoliosLab. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.