YCharts overlaps on Screeners, Portfolio, and Watchlist and pushes into Data Visualizations and Performance Attribution with PortfoliosLab and is the quickest matchup to review first.
VOL. XCIV, NO. 247
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Wednesday, December 3, 2025
Matchup hub
Compare PortfoliosLab
Every head-to-head showdown featuring PortfoliosLab. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Stock Rover, TradingView, and Stock Analysis keep freemium tiers so you can benchmark PortfoliosLab without committing budget.
PortfoliosLab rivals most often add coverage in Data Visualizations, Alerts, and ETF Holdings, so focus there when evaluating upgrades.
24
Matchups catalogued
19
Include free tiers
12
Offer mobile access
53%
Avg category overlap
Category heatmap
How PortfoliosLab stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Portfolio21
- Screeners20
- Watchlist19
- Financials16
- Backtesting13
- ETF Screeners12
Where rivals add depth
Common coverage areas that comparison partners introduce beyond PortfoliosLab.
- Data Visualizations15
- Alerts14
- ETF Holdings14
- ETF Overview14
- News14
- Calendar12
Where PortfoliosLab stands alone
Categories that remain exclusive to PortfoliosLab across these matchups.
- Factor Exposure23
- Risk Metrics (VaR/ES/Drawdown)19
- Quant18
- ETF Comparison17
- APIs & SDKs16
- Stock Comparison16
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push PortfoliosLab into new workflows.
YCharts
69% overlapHands-on review
YCharts overlaps on Screeners, Portfolio, and Watchlist, adds Data Visualizations, Performance Attribution, and Scenario & Stress Tests coverage while matching PortfoliosLab.
Shared categories
YCharts adds
- Data Visualizations
- Performance Attribution
- Scenario & Stress Tests
- News
PortfoliosLab keeps to itself
- ETF Screeners
- Backtesting
- Factor Exposure
- Quant
Shared platforms
Web
Shared pricing
Subscription
Stock Rover
62% overlapEditor’s pick
Hands-on review
Stock Rover overlaps on Screeners, ETF Screeners, and Portfolio, adds Data Visualizations, Monte Carlo, and News coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Stock Rover adds
- Data Visualizations
- Monte Carlo
- News
- Alerts
PortfoliosLab keeps to itself
- Backtesting
- Risk Metrics (VaR/ES/Drawdown)
- Factor Exposure
- Quant
Shared platforms
Web
Shared pricing
FreeSubscription
TradingView
62% overlapEditor’s pick
Hands-on review
TradingView overlaps on Screeners, ETF Screeners, and Portfolio, adds Stock Ideas, Data Visualizations, and Options & Derivatives coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
TradingView adds
- Stock Ideas
- Data Visualizations
- Options & Derivatives
- Money Flow
PortfoliosLab keeps to itself
- Correlation
- Stock Comparison
- ETF Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Analysis
54% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Screeners, ETF Screeners, and Portfolio, adds Stock Ideas, Top Analysts, and IPO coverage, keeps a free plan on the table while matching PortfoliosLab.
Stock Analysis adds
- Stock Ideas
- Top Analysts
- IPO
- Data Visualizations
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
- Factor Exposure
Shared platforms
Web
Shared pricing
FreeSubscription
TipRanks
54% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Screeners, ETF Screeners, and Portfolio, adds Top Analysts, Stock Ideas, and Analyst Forecasts coverage, keeps a free plan on the table while matching PortfoliosLab.
TipRanks adds
- Top Analysts
- Stock Ideas
- Analyst Forecasts
- Analyst Recommendations
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- Risk Metrics (VaR/ES/Drawdown)
- Factor Exposure
Shared platforms
Web
Shared pricing
FreeSubscription
DeepVest (formerly Benjamin AI)
64% overlapDeepVest (formerly Benjamin AI) overlaps on Screeners, Portfolio, and Backtesting, adds News, Regulatory Filings Monitoring, and Data Visualizations coverage while matching PortfoliosLab.
DeepVest (formerly Benjamin AI) adds
- News
- Regulatory Filings Monitoring
- Data Visualizations
- Scenario & Stress Tests
PortfoliosLab keeps to itself
- ETF Screeners
- Watchlist
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
Subscription
Alpha Spread
46% overlapAlpha Spread overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas, Valuation Models, and Transcripts coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Alpha Spread adds
- Stock Ideas
- Valuation Models
- Transcripts
- Analyst Price Targets
PortfoliosLab keeps to itself
- ETF Screeners
- Backtesting
- Correlation
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
Fiscal.ai
46% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Portfolio, and Watchlist, adds Data Visualizations, Investor Holdings, and ETF Overview coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Fiscal.ai adds
- Data Visualizations
- Investor Holdings
- ETF Overview
- ETF Performance
PortfoliosLab keeps to itself
- ETF Screeners
- Backtesting
- Correlation
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
GuruFocus
46% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Screeners, Portfolio, and Backtesting, adds Stock Ideas, Investor Holdings, and US Government Trades coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
GuruFocus adds
- Stock Ideas
- Investor Holdings
- US Government Trades
- News
PortfoliosLab keeps to itself
- ETF Screeners
- Watchlist
- Correlation
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
Portfolio123
60% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Screeners, Portfolio, and Backtesting, adds Calendar, Data APIs, and Broker Connectors coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Portfolio123 adds
- Calendar
- Data APIs
- Broker Connectors
- Data Visualizations
PortfoliosLab keeps to itself
- ETF Screeners
- Watchlist
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
Seeking Alpha
46% overlapEditor’s pick
Hands-on review
Seeking Alpha overlaps on Screeners, ETF Screeners, and Portfolio, adds Data Visualizations, News, and Alerts coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Seeking Alpha adds
- Data Visualizations
- News
- Alerts
- Calendar
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- ETF Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
FreeSubscription
MarketInOut
86% overlapMarketInOut overlaps on Screeners, Portfolio, and Watchlist, adds Alerts coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
MarketInOut adds
- Alerts
PortfoliosLab keeps to itself
- ETF Screeners
- Stock Comparison
- ETF Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
Free
MarketXLS
46% overlapMarketXLS overlaps on Screeners, Portfolio, and Watchlist, adds Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives coverage while matching PortfoliosLab.
MarketXLS adds
- Sheets / Excel Add-ins
- Broker Connectors
- Options & Derivatives
- Options
PortfoliosLab keeps to itself
- ETF Screeners
- Backtesting
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
Subscription
Qfinr
75% overlapQfinr overlaps on Screeners, ETF Screeners, and Portfolio, adds Scenario & Stress Tests and Stock Ideas coverage while matching PortfoliosLab.
Shared categories
Qfinr adds
- Scenario & Stress Tests
- Stock Ideas
PortfoliosLab keeps to itself
- Correlation
- Stock Comparison
- ETF Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
Subscription
AmiBroker
67% overlapAmiBroker overlaps on Screeners, Backtesting, and Correlation, adds Data Visualizations, Monte Carlo, and Auto-Trading & Bots coverage while matching PortfoliosLab.
AmiBroker adds
- Data Visualizations
- Monte Carlo
- Auto-Trading & Bots
PortfoliosLab keeps to itself
- ETF Screeners
- Portfolio
- Watchlist
- Stock Comparison
ETF Research Center
38% overlapHands-on review
ETF Research Center overlaps on ETF Screeners, Portfolio, and Watchlist, adds ETF Overview, ETF Performance, and ETF Fundamentals coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
ETF Research Center adds
- ETF Overview
- ETF Performance
- ETF Fundamentals
- ETF Valuation
PortfoliosLab keeps to itself
- Screeners
- Correlation
- Stock Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
FreeSubscription
FINVIZ
38% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Portfolio, and Watchlist, adds Data Visualizations, News, and Alerts coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
FINVIZ adds
- Data Visualizations
- News
- Alerts
- Data APIs
PortfoliosLab keeps to itself
- ETF Screeners
- Correlation
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
FT Markets (Markets data — Financial Times)
38% overlapHands-on review
FT Markets (Markets data — Financial Times) overlaps on Screeners, ETF Screeners, and Portfolio, adds Alerts, Compounding Calculator, and Insider Data coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
FT Markets (Markets data — Financial Times) adds
- Alerts
- Compounding Calculator
- Insider Data
- Fund Overview
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
Investing.com
38% overlapHands-on review
Investing.com overlaps on Screeners, ETF Screeners, and Portfolio, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Investing.com adds
- News
- Alerts
- Calendar
- Dividends
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
justETF
42% overlapHands-on review
justETF overlaps on ETF Screeners, Portfolio, and Watchlist, adds Alerts, ETF Overview, and ETF Performance coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
justETF adds
- Alerts
- ETF Overview
- ETF Performance
- ETF Holdings
PortfoliosLab keeps to itself
- Screeners
- Correlation
- Stock Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
FreeSubscription
Koyfin
38% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Screeners, ETF Screeners, and Portfolio, adds Dividends, Analyst Forecasts, and Analyst Recommendations coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Koyfin adds
- Dividends
- Analyst Forecasts
- Analyst Recommendations
- Analyst Price Targets
PortfoliosLab keeps to itself
- Backtesting
- Correlation
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
MacroMicro
38% overlapMacroMicro overlaps on ETF Screeners, Watchlist, and Backtesting, adds Data Visualizations, Which ETF includes this Stock?, and Calendar coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
MacroMicro adds
- Data Visualizations
- Which ETF includes this Stock?
- Calendar
- GDP
PortfoliosLab keeps to itself
- Screeners
- Portfolio
- Stock Comparison
- Risk Metrics (VaR/ES/Drawdown)
Shared platforms
Web
Shared pricing
FreeSubscription
Portfolio Visualizer
71% overlapHands-on review
Portfolio Visualizer overlaps on Backtesting, Correlation, and Risk Metrics (VaR/ES/Drawdown), adds Data Visualizations and Monte Carlo coverage, keeps a free plan on the table while matching PortfoliosLab.
Portfolio Visualizer adds
- Data Visualizations
- Monte Carlo
PortfoliosLab keeps to itself
- Screeners
- ETF Screeners
- Portfolio
- Watchlist
Shared platforms
Web
Shared pricing
FreeSubscription
Snowball Analytics
42% overlapSnowball Analytics overlaps on Screeners, Portfolio, and Watchlist, adds Dividend, Dividends, and Calendar coverage, keeps a free plan on the table while matching PortfoliosLab.
Shared categories
Snowball Analytics adds
- Dividend
- Dividends
- Calendar
- Splits
PortfoliosLab keeps to itself
- ETF Screeners
- Correlation
- Stock Comparison
- ETF Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
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.