VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, February 20, 2026
Tool Comparison
Open Payments (CMS) vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Open Payments (CMS)
—
Starting price
Plans & pricing
Tool
PortfoliosLab
$7.99/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Open Payments (CMS) | PortfoliosLab |
|---|---|---|
Asset types | Other | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | CSVJSON | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Open Payments (CMS) only.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between Open Payments (CMS) and PortfoliosLab?
Open Payments (CMS) focuses on Data APIs, APIs & SDKs, and Data Visualizations while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Open Payments (CMS) and PortfoliosLab cost?
Good news—both Open Payments (CMS) and PortfoliosLab offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do Open Payments (CMS) and PortfoliosLab have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Open Payments (CMS) or PortfoliosLab?
Choose Open Payments (CMS) if you need Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., and Web search/explorer with filtering and charts; program year downloads available from the portal.. Go with PortfoliosLab if Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios. better fits how you invest.
What asset classes do Open Payments (CMS) and PortfoliosLab cover?
Both cover common asset types. Open Payments (CMS) also includes Other. PortfoliosLab adds coverage for Stocks, ETFs, Mutual Funds, Funds, Cryptos, and Currencies.
Can I export data from Open Payments (CMS) and PortfoliosLab?
Open Payments (CMS) supports data exports to CSV, and JSON. PortfoliosLab has more limited export options.
Which has a better stock screener—Open Payments (CMS) or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Open Payments (CMS) focuses on other analytical tools.
Can I track my portfolio with Open Payments (CMS) or PortfoliosLab?
PortfoliosLab offers portfolio tracking features. Open Payments (CMS) is more focused on research and analysis.
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.