Alpha Spread adds Stock Ideas, Valuation Models, Transcripts, Analyst Price Targets, Analyst Forecasts, Alerts, and News coverage that PortfoliosLab skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
Alpha Spread vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
PortfoliosLab includes ETF Screeners, Backtesting, Correlation, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, and Quant categories that Alpha Spread omits.
In depth comparison
Alpha Spread
alphaspread.com
Stock‑valuation platform centered on intrinsic value. Combines DCF and relative valuation into a scenario range (bear/base/bull), adds Wall Street estimates/targets, profitability & solvency scoring, a flexible screener (with alerts), watchlists, an investment journal, curated news, and side‑by‑side comparisons. Enterprise plan advertises API access (currently limited/waitlisted), with public self‑serve tiers Free, Premium, and Unlimited.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
- Analyst section with price targets and forward estimates; earnings‑calls section; AI assistant for natural‑language summaries/questions.
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PortfoliosLab
portfolioslab.com
Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
- Factor analysis tools for Alpha and Beta measurement.
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Where they differ
Alpha Spread
Distinct strengths include:
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
PortfoliosLab
Distinct strengths include:
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Feature-by-feature breakdown
| Attribute | Alpha Spread | PortfoliosLab |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Stock Comparison, Financials, Watchlist, Portfolio, APIs & SDKs Unique: Stock Ideas, Valuation Models, Transcripts, Analyst Price Targets, Analyst Forecasts, Alerts, News | Shared: Screeners, Stock Comparison, Financials, Watchlist, Portfolio, APIs & SDKs Unique: ETF Screeners, Backtesting, Correlation, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual Funds, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Alpha Spread and PortfoliosLab both support?
Both platforms cover Screeners, Stock Comparison, Financials, Watchlist, Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Alpha Spread and PortfoliosLab require subscriptions?
Both Alpha Spread and PortfoliosLab keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Alpha Spread and PortfoliosLab?
Both Alpha Spread and PortfoliosLab prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Alpha Spread differentiates itself with Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., whereas PortfoliosLab stands out for Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
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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.