VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Curvo Backtest checked September 30, 2026 · PortfoliosLab checked September 24, 2026
Tool Comparison
Curvo Backtest vs PortfoliosLab
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want watchlist, factor exposure, and performance attribution.
- You've outgrown the basics and want pro-level depth
Pick Curvo Backtest instead if
Curvo Backtest
Free · Web
- You want monte carlo.
Start here
PortfoliosLab
Free • From $100/yr · Web · API
- You want an API so you can script or automate things
- You want watchlist, factor exposure, and performance attribution.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Curvo Backtest and PortfoliosLab cover a lot of the same ground (5 shared categories, including backtesting, portfolio, and risk metrics), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Curvo Backtest's 6, including watchlist, factor exposure, and performance attribution. Curvo Backtest counters by being completely free.
What readers say
Curvo Backtest
No votes yet. Cast the first one.
PortfoliosLab
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Key differences at a glance
- Asset coverage
- PortfoliosLabAdds stocks and funds
- Broader coverage
- PortfoliosLab17 vs 6 categories
- API access
- PortfoliosLab
- Free plan
- Both
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Index/Passive Investors and Long-term Investors | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 17 |
Regions | Europe | North America, Europe |
| Data & capabilities | ||
Data quality | Adjustments: TotalReturn and Pricing: Model | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Monte Carlo and Rebalancing | 6 signals: Factor exposure, VaR/ES +4 more |
| Try it | Visit Curvo Backtest | Visit PortfoliosLab |
Standout features
The best features of Curvo Backtest and PortfoliosLab.ShowHide
Standout features
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
All details
Every attribute we track for Curvo Backtest and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual Funds | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Index/Passive InvestorsLong-term Investors | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | Europe | North AmericaEurope |
Coverage details | Identifiers: ISIN and Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Model | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | Not specified | ManualCSV |
Integrations | Not specified | MCPChatGPTClaude |
| Plans & trust | ||
Capability signals | Monte CarloRebalancing | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Not specified | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | — | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | — | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Top plan | — | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
Questions we keep getting
What's the difference between Curvo Backtest and PortfoliosLab?
Curvo Backtest leans toward backtesting, portfolio, and risk metrics, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Curvo Backtest and PortfoliosLab cost?
Good news: both Curvo Backtest and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Curvo Backtest or PortfoliosLab?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Curvo Backtest or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Curvo Backtest doesn't, so you're working through its interface.
Should I choose Curvo Backtest or PortfoliosLab?
It depends on what you're after. Pick Curvo Backtest if monte carlo matter to you; go with PortfoliosLab if you'd rather have watchlist and factor exposure. And if you only need the basics both share, let price decide.
What asset classes do Curvo Backtest and PortfoliosLab cover?
Both cover ETFs and mutual funds. PortfoliosLab adds stocks, funds, and cryptos on top.
Are Curvo Backtest and PortfoliosLab good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Curvo Backtest or PortfoliosLab?
PortfoliosLab has a stock screener for surfacing ideas; Curvo Backtest doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Curvo Backtest or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.