VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing PortfoliosLab and Qfinr will find that Both PortfoliosLab and Qfinr concentrate on Screeners, ETF Screeners, and Portfolio workflows, making them natural alternatives for similar investment research jobs. PortfoliosLab leans into Correlation, Stock Comparison, and ETF Comparison, which can be decisive for teams that need depth over breadth. Qfinr stands out with Scenario & Stress Tests, and Stock Ideas that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
PortfoliosLab vs Qfinr
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- PortfoliosLab adds Correlation, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Financials, and APIs & SDKs coverage that Qfinr skips.
- Qfinr includes Scenario & Stress Tests, and Stock Ideas 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..
- Qfinr is known for: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- PortfoliosLab has a free tier, while Qfinr requires a paid plan.
- Qfinr offers mobile access, which PortfoliosLab skips.
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.
Categories
Platforms
Pricing
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.
Qfinr
qfinr.com
Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.
Categories
Platforms
Pricing
Quick highlights
- Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
- Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
- Backtested stock ideas with the ability to generate customized strategies and view results.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
PortfoliosLab
Distinct strengths include:
- 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.
Qfinr
Distinct strengths include:
- Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
- Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
- Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Feature-by-feature breakdown
| Attribute | PortfoliosLab | Qfinr |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, ETF Screeners, Portfolio, Watchlist, Backtesting, Quant Unique: Correlation, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Financials, APIs & SDKs | Shared: Screeners, ETF Screeners, Portfolio, Watchlist, Backtesting, Quant Unique: Scenario & Stress Tests, Stock Ideas |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Cryptos | Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other |
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 | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do PortfoliosLab and Qfinr both support?
Both platforms cover Screeners, ETF Screeners, Portfolio, Watchlist, Backtesting, and Quant workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
PortfoliosLab offers a free entry point, while Qfinr requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Qfinr 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 Qfinr stands out for Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
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.