VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
PortfoliosLab Review, Pricing, and Features
Web-based portfolio analytics platform for stocks, ETFs, mutual funds and crypto, focused on backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers limited holdings, calculations and history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics and import/“bring your own data”; Enterprise adds API/data-feed integration and white-label reporting.
Community votes (overall)
Key features
- Portfolio and instrument analytics suite with 20+ tools for performance, risk 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.
- Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
- Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
- Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).
- Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.
- Support for cryptocurrencies such as Bitcoin and Ethereum with the same performance, risk and drawdown analytics used for equities and ETFs.
- "Bring Your Own Data" and custom NAV portfolios: upload daily or monthly NAV as CSV to benchmark proprietary strategies or funds alongside public tickers (gated to Plus/Pro/Enterprise).
- Portfolio imports via CSV (symbol/weight files) and custom data portfolios; Pro and Enterprise add screener‑result and calculation‑result exports for use in external systems (file format not explicitly specified).
- API access and data‑feed integration for Pro/Enterprise users, with an OpenAPI‑described HTTP interface also exposed through the official ChatGPT plugin manifest.
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. Enterprise quotes are handled directly with the vendor.
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 ChatGPT plugin.
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
- 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!
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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.