VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View MarketXLSView PortfoliosLabBack to Home

Head-to-head

MarketXLS vs PortfoliosLab comparison

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

Quick takeaways

MarketXLS adds Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, and Blogs coverage that PortfoliosLab skips.

PortfoliosLab includes ETF Screeners, Backtesting, Stock Comparison, ETF Comparison, Factor Exposure, Quant, and APIs & SDKs categories that MarketXLS omits.

MarketXLS highlights: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..

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..

PortfoliosLab keeps a free entry point that MarketXLS lacks.

MarketXLS logo

MarketXLS

marketxls.com

Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.

Platforms

Desktop
Web

Pricing

Subscription

Quick highlights

  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
  • Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
PortfoliosLab logo

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 profileVisit site
Overlap

Shared focus areas

6 overlaps

Mutual strengths include Screeners, Risk Metrics (VaR/ES/Drawdown), and Portfolio plus 3 more areas.

Where they differ

MarketXLS

Distinct strengths include:

Sheets / Excel Add-ins
Broker Connectors
Options & Derivatives
Options
Options P&L
Monte Carlo
ETF Overview
ETF Holdings
  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.

PortfoliosLab

Distinct strengths include:

ETF Screeners
Backtesting
Stock Comparison
ETF Comparison
Factor Exposure
Quant
APIs & SDKs
  • 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

AttributeMarketXLSPortfoliosLab
Categories

Which research workflows each platform targets

Shared: Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, Financials

Unique: Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, Blogs

Shared: Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, Financials

Unique: ETF Screeners, Backtesting, Stock Comparison, ETF Comparison, Factor Exposure, Quant, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, 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

Desktop, Web

Web

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
  • Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.
  • Broker/trading connections: Thinkorswim, Tradier (single & multi‑leg), Orion (single‑leg), Interactive Brokers (via TWS API).

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 MarketXLS and PortfoliosLab both support?

Both platforms cover Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

PortfoliosLab offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access MarketXLS and PortfoliosLab?

Both MarketXLS 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?

MarketXLS differentiates itself with Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., 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.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.