VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

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Tool Comparison

Business Quant vs PortfoliosLab comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Business Quant adds Financials, Scores, Flags, 13F, and Insider Data coverage that PortfoliosLab skips.

PortfoliosLab includes Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, ETF Comparison, ETF Screeners, Quant, and APIs & SDKs categories that Business Quant omits.

In depth comparison

Business Quant logo

Business Quant

businessquant.com

A U.S. equities research platform combining fundamentals, ownership data, and operating metrics. The free plan includes 15+ years of history with delayed updates. Pro subscribers get daily updates, KPI datasets, and data downloads, while Enterprise adds API access and rights for commercial use.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
  • Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
  • Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
  • Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
  • Download capabilities in CSV and Excel for most datasets and visualizations.

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PortfoliosLab logo

PortfoliosLab

portfolioslab.com

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.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • 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).

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Where they differ

Business Quant

Distinct strengths include:

FinancialsScoresFlags13FInsider Data
  • Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
  • Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
  • Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
  • Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.

PortfoliosLab

Distinct strengths include:

PortfolioWatchlistBacktestingCorrelationRisk Metrics (VaR/ES/Drawdown)Factor ExposureETF ComparisonETF Screeners
  • 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.

Feature-by-feature breakdown

AttributeBusiness QuantPortfoliosLab
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Comparison, Data Visualizations, Data APIs

Unique: Financials, Scores, Flags, 13F, Insider Data

Shared: Screeners, Stock Comparison, Data Visualizations, Data APIs

Unique: Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, ETF Comparison, ETF Screeners, Quant, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
  • Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
  • Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
  • Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
  • Download capabilities in CSV and Excel for most datasets and visualizations.
  • Clear plan structure: Basic (free, delayed data), Pro (daily updates and exports), Enterprise (API access and commercial rights).

Unique

  • 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.
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Frequently Asked Questions

Which workflows do Business Quant and PortfoliosLab both support?

Both platforms cover Screeners, Stock Comparison, Data Visualizations, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Business Quant and PortfoliosLab require subscriptions?

Both Business Quant and PortfoliosLab keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Business Quant and PortfoliosLab?

Both Business Quant 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?

Business Quant differentiates itself with Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., whereas PortfoliosLab stands out for 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., and 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)..

Keep exploring

Keep exploring

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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.