VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, February 19, 2026
Tool Comparison
Calcbench vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Calcbench
calcbench.com
At a glance
Tool
Calcbench
$500/mo
Starting price
Plans & pricing
Tool
PortfoliosLab
$7.99/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Calcbench | PortfoliosLab |
|---|---|---|
Asset types | Stocks | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | Real-time | End of Day |
API access | REST | REST |
Export formats | Excel | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Calcbench only.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between Calcbench and PortfoliosLab?
Calcbench focuses on Financials, Improved Filings, and Diff View while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Calcbench and PortfoliosLab cost?
Good news—both Calcbench and PortfoliosLab offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—Calcbench or PortfoliosLab?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Calcbench and PortfoliosLab have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Calcbench or PortfoliosLab?
Choose Calcbench if you need Web-based platform for as-reported financial statements and as-filed SEC documents (10-Ks, 10-Qs, earnings press releases)., and Interactive Disclosures & Footnotes viewer: browse filings by topic/section (e.g., MD&A, Risk Factors) with pinpoint text search; compare peers/time periods; pull tables/numbers into Excel.. Go with PortfoliosLab if 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)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. better fits how you invest.
What asset classes do Calcbench and PortfoliosLab cover?
Both cover Stocks. PortfoliosLab adds coverage for ETFs, Mutual Funds, Funds, Cryptos, and Currencies.
Does Calcbench or PortfoliosLab have real-time data?
Calcbench offers real-time data feeds, which is essential for active traders. PortfoliosLab uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Calcbench and PortfoliosLab?
Calcbench supports data exports to Excel. PortfoliosLab has more limited export options.
Which has a better stock screener—Calcbench or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Calcbench focuses on other analytical tools.
Can I track my portfolio with Calcbench or PortfoliosLab?
PortfoliosLab offers portfolio tracking features. Calcbench is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.