Tool Comparison
Invesst vs PortfoliosLab
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want valuation models.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want watchlist, backtesting, and correlation.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Invesst instead if
Invesst
Free · Web
- Delayed quotes won't cut it; you need real-time data
- You want valuation models.
Start here
PortfoliosLab
Free • From $100/yr · Web · API
- You want an API so you can script or automate things
- You want watchlist, backtesting, and correlation.
- 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
Invesst and PortfoliosLab cover a lot of the same ground (4 shared categories, including screeners, portfolio, and AI research), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Invesst's 5, including watchlist, backtesting, and correlation. Invesst counters by being completely free.
What readers say
Invesst
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PortfoliosLab
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Key differences at a glance
- Real-time data
- Invesst
- Broader coverage
- PortfoliosLab17 vs 5 categories
- API access
- PortfoliosLab
- Broker sync
- Invesst
- Asset coverage
- PortfoliosLabAdds mutual funds and funds
- Free plan
- Both
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
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 | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | — | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 17 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Broker sync | 6 signals: Factor exposure, VaR/ES +4 more |
| Try it | Visit Invesst | Visit PortfoliosLab |
Standout features
The best features of Invesst and PortfoliosLab.ShowHide
Standout features
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
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 Invesst and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | BrokerOAuth | ManualCSV |
Integrations | Not specified | MCPChatGPTClaude |
| Plans & trust | ||
Capability signals | Broker sync | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 3/5 | 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“Open Beta” | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | — | $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 |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Invesst and PortfoliosLab?
Invesst leans toward screeners, valuation models, and portfolio, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Invesst and PortfoliosLab cost?
Good news: both Invesst and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Does Invesst or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Invesst doesn't, so you're working through its interface.
Should I choose Invesst or PortfoliosLab?
It depends on what you're after. Pick Invesst if valuation models 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 Invesst and PortfoliosLab cover?
Both cover stocks, ETFs, and cryptos. PortfoliosLab adds mutual funds, funds, and currencies on top.
Does Invesst or PortfoliosLab have real-time data?
Invesst offers real-time data, which matters if you trade actively. PortfoliosLab runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can Invesst or PortfoliosLab connect to my broker?
Invesst syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: Invesst or PortfoliosLab?
Both Invesst 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 Invesst or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.