★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
PortfoliosLab Review, Pricing, and Features
PortfoliosLab is a web-based portfolio analytics platform for backtesting, optimization, risk metrics, correlations, screeners, and AI-assisted portfolio workflows. It is useful for comparing stocks, ETFs, funds, crypto, and model portfolios, with more history, imports, exports, and MCP access gated by paid tiers.
Community votes (overall)
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Pricing
Free • From $8.33/mo · 4 plans
Free
Entry tier for individual investors to try most tools with smaller portfolios and limited history.
Plus
For practitioner investors needing more history, capacity and advanced risk metrics; displayed as $8.33/mo when billed annually, with $10/mo as the monthly reference price.
Pro
For sophisticated investors and small teams needing larger portfolios, imports and exports; displayed as $20.83/mo when billed annually, with $25/mo as the monthly reference price.
Max
Highest self-serve plan for investors who need complete platform access and MCP integration; displayed as $75/mo when billed annually, with $90/mo as the monthly reference price.
Key features
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
- Tracking static and transactional portfolios, lazy model portfolios, and public user portfolios without treating the product as broker-connected accounting.
- Upload support for CSV portfolios or bring your own NAV data on paid plans to benchmark proprietary strategies, funds, or custom series against public tickers.
- Copy for AI on paid plans to turn symbol, portfolio, and comparison pages into structured markdown context for AI chat workflows.
- Limits: Free has 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history; MCP access is on Max.
- PortfoliosLab is analytics and data tooling, not brokerage execution, tax-lot accounting, advisor billing, guaranteed optimization, or personalized advice.
FAQ
Is PortfoliosLab free?
Not entirely. PortfoliosLab includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is PortfoliosLab best for?
PortfoliosLab is built for Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Index/Passive Investors, Quants/Developers + 2 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does PortfoliosLab support?
You can use PortfoliosLab on Web. PortfoliosLab offers an API (REST) with None authentication. Integrations include MCP, ChatGPT, and Claude.
Which markets does PortfoliosLab cover?
PortfoliosLab covers North America and Europe. Examples include US and GB. It tracks Stocks, ETFs, Mutual Funds, Funds, Cryptos, and Currencies. Identifiers include Ticker.
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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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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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.
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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.