Tool Comparison
MarketXLS vs PortfoliosLab
- Paid from
- $70.83/mo
- Free plan
- No
- Platforms
- Desktop, Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want sheets / excel add-ins, broker connectors, and options.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8.33/mo instead of $70.83/mo
- You want an API so you can script or automate things
Pick MarketXLS if
MarketXLS
From $850/yr · Desktop · Web
- Delayed quotes won't cut it; you need real-time data
- You want sheets / excel add-ins, broker connectors, and options.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8.33/mo instead of $70.83/mo
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
MarketXLS and PortfoliosLab cover a lot of the same ground (5 shared categories, including screeners, risk metrics, and portfolio), so for the basics you won't go far wrong with either. MarketXLS includes sheets / excel add-ins and broker connectors, and PortfoliosLab includes backtesting and factor exposure.
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MarketXLS
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Key differences at a glance
- Free plan
- PortfoliosLab
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $70.83/mo
- Desktop app
- MarketXLS
- API access
- PortfoliosLab
- Real-time data
- MarketXLS
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
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 | From $850/yr | Free • From $100/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 9 limits: Standard: stock etf delay minutes: 15, Standard: options timing: End of day +7 more | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | No |
Integrations | Interactive Brokers, Thinkorswim +11 more | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 16 | 17 |
Regions | North America, Europe, APAC | North America, Europe |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 6 signals: Factor exposure, VaR/ES +4 more |
Security | Status page | — |
| Try it | Visit MarketXLS | Visit PortfoliosLab |
Standout features
The best features of MarketXLS and PortfoliosLab.ShowHide
Standout features
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
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 MarketXLS and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPAC | North AmericaEurope |
Coverage details | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | Not specified | ManualCSV |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+5 more | MCPChatGPTClaude |
Export formats | ExcelCSV | Not specified |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $850/yr≈ $70.83/mo“Standard”stock etf delay minutes: 15 · options timing: End of day · +1 more | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $1500/yr≈ $125/mo“Advanced”stock etf timing: Real-time streaming · options timing: Real-time streaming · +1 more | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Top plan | $2400/yr≈ $200/mo“Business”support: VIP · consulting: Included · +1 more | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between MarketXLS and PortfoliosLab?
MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is MarketXLS or PortfoliosLab free to use?
PortfoliosLab has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with PortfoliosLab and see how far it takes you before opening your wallet.
Does MarketXLS or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. MarketXLS doesn't, so you're working through its interface.
Should I choose MarketXLS or PortfoliosLab?
It depends on what you're after. Pick MarketXLS if sheets / excel add-ins and broker connectors matter to you; go with PortfoliosLab if you'd rather have backtesting and factor exposure. And if you only need the basics both share, let price decide.
What asset classes do MarketXLS and PortfoliosLab cover?
Both cover stocks, ETFs, mutual funds, and currencies. MarketXLS also handles options and futures. PortfoliosLab adds funds on top.
Does MarketXLS or PortfoliosLab have real-time data?
MarketXLS 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 MarketXLS and PortfoliosLab?
MarketXLS exports to Excel and CSV. PortfoliosLab is stingier about getting data out.
Which has a better stock screener: MarketXLS or PortfoliosLab?
Both MarketXLS 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 MarketXLS or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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