VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Cash App View PortfoliosLab Back to Home

Head-to-head

Cash App vs PortfoliosLab comparison

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

Quick takeaways

Cash App adds Brokerage, and Downloadable Tax Reports coverage that PortfoliosLab skips.

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

Cash App highlights: Commission-free stock and ETF trading with fractional shares; investing starts at $1., Coverage includes more than 1,800 U.S. stocks and ETFs., and Auto Invest lets users schedule recurring purchases of selected stocks or ETFs..

PortfoliosLab is known 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..

Cash App ships a mobile app. PortfoliosLab is web/desktop only.

Cash App

cash.app

A U.S.-only brokerage (18+) offering $0-commission stock and ETF trading with fractional shares, plus integrated Bitcoin trading and Lightning transfers. Custom trigger-based orders are supported for both stocks and Bitcoin, though they are not traditional limit orders. Tax documents can be downloaded directly from the web Documents portal.

Platforms

Mobile

Web

Pricing

Free

Quick highlights

Commission-free stock and ETF trading with fractional shares; investing starts at $1.
Coverage includes more than 1,800 U.S. stocks and ETFs.
Auto Invest lets users schedule recurring purchases of selected stocks or ETFs.
Round Ups automatically invest spare change from Cash App Card purchases into a chosen stock, Bitcoin, or savings balance.
Custom price-triggered orders for stocks and Bitcoin; these are not limit orders or guaranteed executions.

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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.

Platforms

Web

Pricing

Free

Subscription

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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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Portfolio

Where they differ

Cash App

Distinct strengths include:

Brokerage

Downloadable Tax Reports

Commission-free stock and ETF trading with fractional shares; investing starts at $1.
Coverage includes more than 1,800 U.S. stocks and ETFs.
Auto Invest lets users schedule recurring purchases of selected stocks or ETFs.
Round Ups automatically invest spare change from Cash App Card purchases into a chosen stock, Bitcoin, or savings balance.

PortfoliosLab

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

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	Cash App	PortfoliosLab
Categories Which research workflows each platform targets	Shared: Portfolio Unique: Brokerage, Downloadable Tax Reports	Shared: Portfolio Unique: Screeners, ETF Screeners, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, Financials, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Stocks, ETFs, Mutual Funds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Mobile, Web	Web
Pricing High-level pricing models	Free	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Commission-free stock and ETF trading with fractional shares; investing starts at $1. Coverage includes more than 1,800 U.S. stocks and ETFs. Auto Invest lets users schedule recurring purchases of selected stocks or ETFs. Round Ups automatically invest spare change from Cash App Card purchases into a chosen stock, Bitcoin, or savings balance. Custom price-triggered orders for stocks and Bitcoin; these are not limit orders or guaranteed executions. Bitcoin trading is fully integrated, with send/receive support via the Lightning Network — typically instant and free during trading hours.	Unique 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. Support for both static and transactional portfolios with calendar- or threshold-based rebalancing options.
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 Cash App and PortfoliosLab both support?

Both platforms cover Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Cash App and PortfoliosLab require subscriptions?

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

Which tool has mobile access?

Cash App ships a dedicated mobile experience, while PortfoliosLab focuses on web or desktop access.

What unique strengths set the two platforms apart?

Cash App differentiates itself with Commission-free stock and ETF trading with fractional shares; investing starts at $1., Coverage includes more than 1,800 U.S. stocks and ETFs., and Auto Invest lets users schedule recurring purchases of selected stocks or ETFs., 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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