Tool Comparison
Koyfin vs PortfoliosLab
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want custom dashboards, news, and alerts.
- 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 $39/mo
- You want an API so you can script or automate things
- You want backtesting, risk metrics, and factor exposure.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want custom dashboards, news, and alerts.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $39/mo
- You want an API so you can script or automate things
- You want backtesting, risk metrics, and factor exposure.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and PortfoliosLab cover a lot of the same ground (8 shared categories, including screeners, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to PortfoliosLab's 17, including custom dashboards, news, and alerts, plus a mobile app. PortfoliosLab counters by starting cheaper at $8.33/mo.
What readers say
Koyfin
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PortfoliosLab
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Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 17 categories
- Mobile app
- Koyfin
- API access
- PortfoliosLab
- Real-time data
- Koyfin
- Broker sync
- Koyfin
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 $468/yr | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 20 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Factor exposure, VaR/ES +4 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit PortfoliosLab |
Standout features
The best features of Koyfin and PortfoliosLab.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 Koyfin and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | ManualCSVCustodian | ManualCSV |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | MCPChatGPTClaude |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: 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 | Freewatchlists: 2 · screens: 2 · +5 more | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and PortfoliosLab?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and PortfoliosLab cost?
Good news: both Koyfin and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or PortfoliosLab on my phone?
Koyfin lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does Koyfin or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or PortfoliosLab?
It depends on what you're after. Pick Koyfin if custom dashboards and news matter to you; go with PortfoliosLab if you'd rather have backtesting and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and PortfoliosLab cover?
Both cover stocks, ETFs, mutual funds, and currencies. Koyfin also handles closed-end funds, bonds, and commodities. PortfoliosLab adds funds on top.
Does Koyfin or PortfoliosLab have real-time data?
Koyfin 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 I export data from Koyfin and PortfoliosLab?
Koyfin exports to CSV. PortfoliosLab is stingier about getting data out.
Can Koyfin or PortfoliosLab connect to my broker?
Koyfin syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or PortfoliosLab?
Both Koyfin 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 Koyfin or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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