VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View MacroMicro View PortfoliosLab Back to Home

Head-to-head

MacroMicro vs PortfoliosLab comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

MacroMicro adds Data Visualizations, Which ETF includes this Stock?, Calendar, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Data APIs, Transcripts, AI Chat, and AI Earnings Summary coverage that PortfoliosLab skips.

PortfoliosLab includes Screeners, Portfolio, Stock Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, Financials, and APIs & SDKs categories that MacroMicro omits.

MacroMicro highlights: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..

PortfoliosLab is known for: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..

MacroMicro

macromicro.me

Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
U.S. Earnings Database with AI-powered call summaries, available in Max and Business tiers.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

PortfoliosLab

portfolioslab.com

Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Factor analysis tools for Alpha and Beta measurement.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Overlap

Shared focus areas

5 overlaps

Mutual strengths include ETF Screeners, ETF Comparison, and Watchlist plus 2 more areas.

Where they differ

MacroMicro

Distinct strengths include:

Data Visualizations

Which ETF includes this Stock?

Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).

PortfoliosLab

Distinct strengths include:

Screeners

Portfolio

Stock Comparison

Risk Metrics (VaR/ES/Drawdown)

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.

Feature-by-feature breakdown

Attribute	MacroMicro	PortfoliosLab
Categories Which research workflows each platform targets	Shared: ETF Screeners, ETF Comparison, Watchlist, Backtesting, Correlation Unique: Data Visualizations, Which ETF includes this Stock?, Calendar, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Data APIs, Transcripts, AI Chat, AI Earnings Summary	Shared: ETF Screeners, ETF Comparison, Watchlist, Backtesting, Correlation Unique: Screeners, Portfolio, Stock Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, Financials, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos	Stocks, ETFs, Mutual Funds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals. ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock. Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting. Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers). U.S. Earnings Database with AI-powered call summaries, available in Max and Business tiers. Form 13F holdings explorer to analyze institutional fund disclosures.	Unique Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin. Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date. Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators. Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro. Factor analysis tools for Alpha and Beta measurement. Support for both static and transactional portfolios with calendar- or threshold-based rebalancing options.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do MacroMicro and PortfoliosLab both support?

Both platforms cover ETF Screeners, ETF Comparison, Watchlist, Backtesting, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do MacroMicro and PortfoliosLab require subscriptions?

Both MacroMicro and PortfoliosLab keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access MacroMicro and PortfoliosLab?

Both MacroMicro and PortfoliosLab prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

MacroMicro differentiates itself with Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., whereas PortfoliosLab stands out for Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.