Tool Comparison
Portfolio Performance vs PortfoliosLab
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $8.33/mo
- You do a lot of your research from your phone
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want backtesting, correlation, and factor exposure.
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $8.33/mo
- You do a lot of your research from your phone
Start here
PortfoliosLab
Free • From $100/yr · Web · API
- You want an API so you can script or automate things
- You want backtesting, correlation, and factor exposure.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Performance and PortfoliosLab cover a lot of the same ground (5 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Portfolio Performance's 5, including backtesting, correlation, and factor exposure. Portfolio Performance counters by starting cheaper at $2.08/mo.
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PortfoliosLab
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $8.33/mo
- Broader coverage
- PortfoliosLab17 vs 5 categories
- Mobile app
- Portfolio Performance
- Desktop app
- Portfolio Performance
- API access
- PortfoliosLab
- Beginner friendly
- PortfoliosLab
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 | Free • From $25/yr | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | No | No |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 17 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 6 signals: Factor exposure, VaR/ES +4 more |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit PortfoliosLab |
Standout features
The best features of Portfolio Performance and PortfoliosLab.ShowHide
Standout features
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 Portfolio Performance and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker and ISIN | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | CSVManual | ManualCSV |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | MCPChatGPTClaude |
Export formats | CSVJSONXML | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Desktop (Open Source)” | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $3/mo“Premium (Mobile Monthly)” | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Top plan | — | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
Questions we keep getting
What's the difference between Portfolio Performance and PortfoliosLab?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, 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.
How much do Portfolio Performance and PortfoliosLab cost?
Good news: both Portfolio Performance and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Performance or PortfoliosLab?
PortfoliosLab is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Portfolio Performance or PortfoliosLab on my phone?
Portfolio Performance lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does Portfolio Performance or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Portfolio Performance doesn't, so you're working through its interface.
Should I choose Portfolio Performance or PortfoliosLab?
It depends on what you're after. Pick Portfolio Performance if you prefer its overall approach; go with PortfoliosLab if you'd rather have backtesting and correlation. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and PortfoliosLab cover?
Both cover stocks, ETFs, mutual funds, and cryptos. Portfolio Performance also handles bonds, commodities, and other. PortfoliosLab adds funds and currencies on top.
Can I export data from Portfolio Performance and PortfoliosLab?
Portfolio Performance exports to CSV. PortfoliosLab is stingier about getting data out.
Which has a better stock screener: Portfolio Performance or PortfoliosLab?
PortfoliosLab has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Performance or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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