VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View PortfoliosLabView PortseidoBack to Home

Head-to-head

PortfoliosLab vs Portseido comparison

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

Quick takeaways

PortfoliosLab adds Screeners, ETF Screeners, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Factor Exposure, Quant, Financials, and APIs & SDKs coverage that Portseido skips.

Portseido includes Dividend, and Data Visualizations categories that PortfoliosLab omits.

PortfoliosLab 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., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..

Portseido is known for: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..

Portseido offers mobile access, which PortfoliosLab skips.

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)

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Portseido logo

Portseido

portseido.com

Editor’s pick Hands-on review

Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
  • Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Portfolio, and Risk Metrics (VaR/ES/Drawdown).

Where they differ

PortfoliosLab

Distinct strengths include:

Screeners
ETF Screeners
Watchlist
Backtesting
Correlation
Stock Comparison
ETF Comparison
Factor Exposure
  • 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.

Portseido

Distinct strengths include:

Dividend
Data Visualizations
  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.

Feature-by-feature breakdown

AttributePortfoliosLabPortseido
Categories

Which research workflows each platform targets

Shared: Portfolio, Risk Metrics (VaR/ES/Drawdown)

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

Shared: Portfolio, Risk Metrics (VaR/ES/Drawdown)

Unique: Dividend, Data Visualizations

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Cryptos

Stocks, ETFs, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
  • Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
  • Mobile apps for iOS and Android allow real-time tracking of portfolios on the go.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do PortfoliosLab and Portseido both support?

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

Do PortfoliosLab and Portseido require subscriptions?

Both PortfoliosLab and Portseido keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Portseido ships a dedicated mobile experience, while PortfoliosLab focuses on web or desktop access.

What unique strengths set the two platforms apart?

PortfoliosLab differentiates itself with 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., whereas Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..

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

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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.