Interactive Brokers (IBKR) vs PortfoliosLab comparison

Interactive Brokers (IBKR) focuses on Brokerage, Advanced Order Types, and Smart/Direct Routing while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

PortfoliosLab offers a free tier that lets you get started without paying, while Interactive Brokers (IBKR) requires a subscription. If budget is a concern, start with PortfoliosLab and upgrade later if you need more advanced features.

Interactive Brokers (IBKR) has a mobile app so you can check your research on the go. PortfoliosLab is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Interactive Brokers (IBKR) if you need Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., and Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs.. Go with PortfoliosLab if 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)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. better fits how you invest.

Both cover Stocks, ETFs, Currencies, and Mutual Funds. Interactive Brokers (IBKR) also includes Options, Futures, Bonds, Commodities, and Other. PortfoliosLab adds coverage for Funds, and Cryptos.

Interactive Brokers (IBKR) offers real-time data feeds, which is essential for active traders. PortfoliosLab uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Interactive Brokers (IBKR) supports data exports to PDF, CSV, and XML. PortfoliosLab has more limited export options.

Interactive Brokers (IBKR) is built with active traders in mind, offering features like real-time data and technical analysis. PortfoliosLab is better suited for buy-and-hold investors focused on fundamentals.

Both Interactive Brokers (IBKR) and PortfoliosLab include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.