VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Tool Comparison
Portfolio Performance vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Performance
portfolio-performance.info
At a glance
| Portfolio Performance | PortfoliosLab | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $7.99/mo |
| Enterprise option | ||
| Available plans | Desktop (Open Source), Mobile App (Core), Premium (Mobile) | Free, Plus, Pro, Enterprise |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portfolio Performance | PortfoliosLab |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North AmericaEurope |
Data freshness | End of Day | End of Day |
API access | Not specified | REST |
Export formats | CSVJSONXML | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio Performance only.
Categories covered by PortfoliosLab only.
Frequently Asked Questions
What's the difference between Portfolio Performance and PortfoliosLab?
Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while PortfoliosLab specializes in Portfolio, Watchlist, and Backtesting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio Performance and PortfoliosLab cost?
Good news—both Portfolio Performance and PortfoliosLab offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—Portfolio Performance or PortfoliosLab?
PortfoliosLab is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Portfolio Performance or PortfoliosLab on my phone?
Portfolio Performance 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.
Does Portfolio Performance or PortfoliosLab have an API?
PortfoliosLab provides API access for programmatic data retrieval and custom integrations. Portfolio Performance doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Portfolio Performance or PortfoliosLab?
Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. 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 Portfolio Performance and PortfoliosLab cover?
Both cover Stocks, ETFs, Mutual Funds, and Cryptos. Portfolio Performance also includes Bonds, Commodities, and Other. PortfoliosLab adds coverage for Funds, and Currencies.
Can I export data from Portfolio Performance and PortfoliosLab?
Portfolio Performance supports data exports to CSV, JSON, and XML. PortfoliosLab has more limited export options.
Can Portfolio Performance or PortfoliosLab connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. PortfoliosLab requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio Performance or PortfoliosLab?
PortfoliosLab includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Portfolio Performance 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.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.