Tool Comparison
ETF Insider vs PortfoliosLab
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want ETF analysis, ETF overlap, and blogs.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $8.33/mo instead of $14/mo
- You want watchlist, backtesting, and performance attribution.
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want ETF analysis, ETF overlap, and blogs.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $14/mo
- You want watchlist, backtesting, and performance attribution.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
ETF Insider and PortfoliosLab cover a lot of the same ground (7 shared categories, including ETF screeners, data visualizations, and factor exposure), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to ETF Insider's 10, including watchlist, backtesting, and performance attribution. ETF Insider counters by keeping things simpler.
What readers say
ETF Insider
No votes yet. Cast the first one.
PortfoliosLab
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $14/mo
- Broader coverage
- PortfoliosLab17 vs 10 categories
- Global coverage
- PortfoliosLab
- Asset coverage
- PortfoliosLabAdds funds and cryptos
- Free plan
- Both
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 • From $14/mo | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | — | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 10 | 17 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Factor exposure, VaR/ES +4 more |
| Try it | Visit ETF Insider | Visit PortfoliosLab |
Standout features
The best features of ETF Insider and PortfoliosLab.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 ETF Insider and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | CSVManual | ManualCSV |
Integrations | Not specified | MCPChatGPTClaude |
Export formats | ImagePDFExcel | Not specified |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | 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 | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $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 |
| Custom / enterprise | Contact sales“Enterprise” | — |
Free alternatives
Questions we keep getting
What's the difference between ETF Insider and PortfoliosLab?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and PortfoliosLab cost?
Good news: both ETF Insider and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Do ETF Insider and PortfoliosLab have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose ETF Insider or PortfoliosLab?
It depends on what you're after. Pick ETF Insider if ETF analysis and ETF overlap matter to you; go with PortfoliosLab if you'd rather have watchlist and backtesting. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and PortfoliosLab cover?
Both cover ETFs, mutual funds, and stocks. PortfoliosLab adds funds, cryptos, and currencies on top.
Which covers international markets: ETF Insider or PortfoliosLab?
PortfoliosLab has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and PortfoliosLab?
ETF Insider exports to Excel. PortfoliosLab is stingier about getting data out.
Are ETF Insider 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: ETF Insider or PortfoliosLab?
Both ETF Insider and PortfoliosLab include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Insider or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.