Tool Comparison
ETF Action vs ProjectionLab
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want ETF analysis, ETF factors, and ETF overlap.
- Paid from
- $10.75/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $10.75/mo instead of $29/mo
- You want retirement calculator, monte carlo, and scenario & stress tests.
- You're a long-term investor who cares more about fundamentals than headlines
Pick ETF Action if
ETF Action
Free • From $29/mo · Web
- You want ETF analysis, ETF factors, and ETF overlap.
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You want the cheaper way in: plans start at $10.75/mo instead of $29/mo
- You want retirement calculator, monte carlo, and scenario & stress tests.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and ProjectionLab cover a lot of the same ground (3 shared categories, data visualizations, portfolio, and backtesting), so for the basics you won't go far wrong with either. ETF Action simply does more: 12 categories to ProjectionLab's 7, including ETF analysis, ETF factors, and ETF overlap. ProjectionLab counters by starting cheaper at $10.75/mo.
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ETF Action
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Key differences at a glance
- Cheaper paid plan
- ProjectionLab$10.75/mo vs $29/mo
- Free trial
- ProjectionLab7 days
- Broader coverage
- ETF Action12 vs 7 categories
- Asset coverage
- ProjectionLabAdds bonds and mutual funds
- Free plan
- Both
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
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 • From $29/mo | Free • From $129/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | No |
Integrations | — | JSON import and export, Lunch Money +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Long-term Investors +1 more |
Categories covered | 12 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | — |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | Monte Carlo |
| Try it | Visit ETF Action | Visit ProjectionLab |
Standout features
The best features of ETF Action and ProjectionLab.ShowHide
Standout features
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
All details
Every attribute we track for ETF Action and ProjectionLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsBondsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersLong-term InvestorsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | Not specified | Manual |
Integrations | Not specified | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API |
Export formats | ExcelPDF | JSON |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Monte Carlo |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | ProjectionLab LLCSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Basic” |
| Entry paid plan | $29/mo“DIY” | $129/yr≈ $10.75/mo“Premium” |
| Tier 2 | $99/mo“Advisor Pro” | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 |
| Top plan | $199/mo“Model Builder” | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | — | 7 days |
Free alternatives
Questions we keep getting
What's the difference between ETF Action and ProjectionLab?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while ProjectionLab puts more weight on retirement calculator, monte carlo, and backtesting. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and ProjectionLab cost?
Good news: both ETF Action and ProjectionLab have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose ETF Action or ProjectionLab?
It depends on what you're after. Pick ETF Action if ETF analysis and ETF factors matter to you; go with ProjectionLab if you'd rather have retirement calculator and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and ProjectionLab cover?
Both cover ETFs and stocks. ProjectionLab adds bonds, mutual funds, and real estate on top.
Can I export data from ETF Action and ProjectionLab?
ETF Action exports to Excel. ProjectionLab is stingier about getting data out.
Which has a better stock screener: ETF Action or ProjectionLab?
ETF Action has a stock screener for surfacing ideas; ProjectionLab doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Action or ProjectionLab?
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.