VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Orion Advisor Tech | PortfoliosLab | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $275/mo | $7.99/mo |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Free, Plus, Pro, Enterprise |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | PortfoliosLab |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | ExcelPDF | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and PortfoliosLab?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Orion Advisor Tech or PortfoliosLab free to use?
PortfoliosLab offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with PortfoliosLab and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or PortfoliosLab?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Orion Advisor Tech or PortfoliosLab on my phone?
Orion Advisor Tech has a mobile app so you can check your research on the go. PortfoliosLab is web-only, so you'll need a browser to access it from mobile devices.
Do Orion Advisor Tech 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 Orion Advisor Tech or PortfoliosLab?
Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. 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 Orion Advisor Tech and PortfoliosLab cover?
Both cover Stocks, ETFs, Mutual Funds, and Funds. Orion Advisor Tech also includes Closed-End Funds, Bonds, Options, and Other. PortfoliosLab adds coverage for Cryptos, and Currencies.
Can I export data from Orion Advisor Tech and PortfoliosLab?
Orion Advisor Tech supports data exports to Excel, and PDF. PortfoliosLab has more limited export options.
Can Orion Advisor Tech or PortfoliosLab connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. PortfoliosLab requires manual portfolio entry or data import.
Which has a better stock screener—Orion Advisor Tech or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech or PortfoliosLab?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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.