VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Tuesday, January 6, 2026
Tool Comparison
Firefly III vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Portfolio, and APIs & SDKs.
- Coverage tilt: Firefly III has 2 categories you won't get in PortfoliosLab; PortfoliosLab has 12 unique categories.
- Pricing: Firefly III is Free; PortfoliosLab is Free, Subscription.
Category leaders
- Screeners: PortfoliosLab is tagged for this workflow; Firefly III has no category votes yet.
- Portfolio: not enough category votes yet to call a leader.
- Watchlist: PortfoliosLab is tagged for this workflow; Firefly III has no category votes yet.
- Data Visualizations: PortfoliosLab is tagged for this workflow; Firefly III has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Firefly III | PortfoliosLab |
|---|---|---|
Asset types Supported asset classes and universes | Other | 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, API | Web, API |
Pricing High-level pricing models | Free | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
PortfoliosLab strengths
Categories covered by PortfoliosLab but not Firefly III.
Frequently Asked Questions
Which workflows do Firefly III and PortfoliosLab both support?
Both platforms cover Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Firefly III and PortfoliosLab require subscriptions?
Both Firefly III and PortfoliosLab keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Firefly III and PortfoliosLab?
Both Firefly III 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?
Firefly III differentiates itself with Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification., 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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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.