VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

ETF Research Center vs PortfoliosLab comparison

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

Quick takeaways

ETF Research Center adds ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, and Money Flow coverage that PortfoliosLab skips.

PortfoliosLab includes Correlation, Risk Metrics, Factor Exposure, Stock Comparison, Screeners, Quant, Data APIs, and APIs & SDKs categories that ETF Research Center omits.

In depth comparison

ETF Research Center

etfrc.com

Hands-on review

ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.

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PortfoliosLab

portfolioslab.com

Web-based portfolio analytics platform for stocks, ETFs, mutual funds and crypto, focused on backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers limited holdings, calculations and history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics and import/“bring your own data”; Enterprise adds API/data-feed integration and white-label reporting.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

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).
Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).

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Where they differ

ETF Research Center

Distinct strengths include:

ETF Overview ETF Performance ETF Fundamentals ETF Valuation ETF Factors ETF Holdings ETF Overlap Which ETF includes this Stock?

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

PortfoliosLab

Distinct strengths include:

Correlation Risk Metrics Factor Exposure Stock Comparison Screeners Quant Data APIs APIs & SDKs

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).
Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.

Feature-by-feature breakdown

Attribute	ETF Research Center	PortfoliosLab
Categories Which research workflows each platform targets	Shared: ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting, Data Visualizations Unique: ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow	Shared: ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting, Data Visualizations Unique: Correlation, Risk Metrics, Factor Exposure, Stock Comparison, Screeners, Quant, Data APIs, APIs & SDKs
Asset types Supported asset classes and universes	ETFs	Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans). Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers. Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks. Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account. Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions. Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.	Unique 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). Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data). Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily. Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers). Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do ETF Research Center and PortfoliosLab both support?

Both platforms cover ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Research Center and PortfoliosLab require subscriptions?

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

How can you access ETF Research Center and PortfoliosLab?

Both ETF Research Center and PortfoliosLab prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

ETF Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., whereas PortfoliosLab stands out for 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)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..

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