VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

Tool Comparison

Main Street Data vs PortfoliosLab comparison

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

Quick takeaways

Main Street Data adds Data Visualizations, Calendar, Transcripts, Analyst Forecasts, and Interest Rates coverage that PortfoliosLab skips.

PortfoliosLab includes ETF Screeners, Portfolio, Backtesting, Correlation, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, and APIs & SDKs categories that Main Street Data omits.

In depth comparison

Main Street Data

mainstreetdata.com

Hands-on review

Visual-first stock research platform with two tiers: Starter (free) includes curated charts, 10 years of financials, basic charting, and an earnings calendar. The Plus plan ($468/year) adds a KPI library, 30+ years of financial data, advanced charting, company comparisons, call transcripts, analyst estimates, calendar sync, curated groups, and multiple watchlists.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Visual dashboards and customizable curated charts for listed companies.
Stock screener with simplified charting for fundamentals and performance.
KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes).
Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports.
Earnings calendar included in the free plan; calendar sync available in Plus.

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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

FreeSubscription

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.

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Where they differ

Main Street Data

Distinct strengths include:

Data Visualizations Calendar Transcripts Analyst Forecasts Interest Rates

Visual dashboards and customizable curated charts for listed companies.
Stock screener with simplified charting for fundamentals and performance.
KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes).
Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports.

PortfoliosLab

Distinct strengths include:

ETF Screeners Portfolio Backtesting Correlation ETF Comparison Risk Metrics (VaR/ES/Drawdown)Factor Exposure Quant

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	Main Street Data	PortfoliosLab
Categories Which research workflows each platform targets	Shared: Screeners, Stock Comparison, Watchlist, Financials Unique: Data Visualizations, Calendar, Transcripts, Analyst Forecasts, Interest Rates	Shared: Screeners, Stock Comparison, Watchlist, Financials Unique: ETF Screeners, Portfolio, Backtesting, Correlation, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, APIs & SDKs
Asset types Supported asset classes and universes	Stocks	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	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Visual dashboards and customizable curated charts for listed companies. Stock screener with simplified charting for fundamentals and performance. KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes). Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports. Earnings calendar included in the free plan; calendar sync available in Plus. Company comparison tools available in the Plus tier.	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	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Main Street Data and PortfoliosLab both support?

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

Do Main Street Data and PortfoliosLab require subscriptions?

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

How can you access Main Street Data and PortfoliosLab?

Both Main Street Data 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?

Main Street Data differentiates itself with Visual dashboards and customizable curated charts for listed companies., Stock screener with simplified charting for fundamentals and performance., and KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes)., 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..

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