★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs PortfoliosLab
Pick Koyfin if
Koyfin
Best for custom dashboards and news
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about custom dashboards, news, and alerts, things PortfoliosLab doesn't offer
Pick PortfoliosLab if
PortfoliosLab
Best for backtesting and risk metrics
Free • From $8.33/mo · Web · API · 86% positive (7 votes)
- 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.
The verdict
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.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 17 categories
- API access
- PortfoliosLab
- Real-time data
- Koyfin
- Broker sync
- Koyfin
Comparison snapshot
| 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 |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track 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.
- Analyze performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Compare stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Use correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screen stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
Data & access 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 | PortfoliosLabSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
$8.33/mo
Lower starting price
Plans & pricing
- watchlists: 1
- watchlist symbols: 100
- +4 more
- watchlists: 5
- private portfolios: 5
- +3 more
- watchlists: 10
- private portfolios: Unlimited
- +3 more
- watchlists: 10
- watchlist symbols: 2,000
- +5 more
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Koyfin strengths
12PortfoliosLab strengths
9What you only get with PortfoliosLab.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.