★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs PortfoliosLab
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about custom dashboards, news, and alerts, things PortfoliosLab doesn't offer
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · 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 care about backtesting, risk metrics, and factor exposure, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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
Vote once to reveal the community verdict.
PortfoliosLab
Vote once to reveal the community verdict.
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
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $8.33/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 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 |
Where each one shines
What Koyfin and PortfoliosLab each do best.ShowHide
Where each one shines
What Koyfin and PortfoliosLab each do best.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/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
Every detail we compared
Every tracked attribute for Koyfin and PortfoliosLab, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and PortfoliosLab, side by side.| 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 | PortfoliosLabSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
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.
Keep researching
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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.