Tool Comparison
PortfoliosLab vs Qfinr
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want correlation, risk metrics, and factor exposure.
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want scenario & stress tests and stock ideas.
Start here
PortfoliosLab
Free • From $100/yr · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want correlation, risk metrics, and factor exposure.
Pick Qfinr instead if
Qfinr
Subscription · Web · Mobile
- You do a lot of your research from your phone
- You want scenario & stress tests and stock ideas.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
PortfoliosLab and Qfinr cover a lot of the same ground (6 shared categories, including portfolio, watchlist, and backtesting), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Qfinr's 8, including correlation, risk metrics, and factor exposure. Qfinr counters by keeping things simpler.
What readers say
PortfoliosLab
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Qfinr
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Key differences at a glance
- Free plan
- PortfoliosLab
- Broader coverage
- PortfoliosLab17 vs 8 categories
- Mobile app
- Qfinr
- API access
- PortfoliosLab
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.
What Qfinr does best
- Tracking a multi-asset portfolio across stocks, ETFs, mutual funds, bonds, commodities, deposits, and cash-style accounts.
- Statement-import workflows for Indian custodians and brokers such as CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Analysis of portfolio risk with stress-testing and what-if tools designed for understanding how holdings may react under different market conditions.
- Benchmark portfolio behavior using daily return comparisons rather than only checking current market value.
- Screening for stocks, mutual funds, and ETFs from one research environment when evaluating new holdings or portfolio replacements.
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 $100/yr | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, ChatGPT +1 more | CAMS (statement import), Karvy / KFintech (statement import) +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 17 | 8 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: End of Day and Granularity: EOD |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | — |
| Try it | Visit PortfoliosLab | Visit Qfinr |
Standout features
The best features of PortfoliosLab and Qfinr.ShowHide
Standout features
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.
What Qfinr does best
- Tracking a multi-asset portfolio across stocks, ETFs, mutual funds, bonds, commodities, deposits, and cash-style accounts.
- Statement-import workflows for Indian custodians and brokers such as CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Analysis of portfolio risk with stress-testing and what-if tools designed for understanding how holdings may react under different market conditions.
- Benchmark portfolio behavior using daily return comparisons rather than only checking current market value.
- Screening for stocks, mutual funds, and ETFs from one research environment when evaluating new holdings or portfolio replacements.
All details
Every attribute we track for PortfoliosLab and Qfinr.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsBondsCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Not specified |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and GBIdentifiers: Ticker | Countries: INIdentifiers: RIC and Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVCustodianManual |
Integrations | MCPChatGPTClaude | CAMS (statement import)Karvy / KFintech (statement import)NSDL (statement import)CDSL (statement import)Zerodha (CSV import)HDFC Securities (export/import file)ICICI Securities (export/import file)Kotak Securities (export/import file) |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Not specified |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | Qfinr Pte LtdSupport: Email |
Curation ratings | Not specified | Methodology 2/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | — |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | Subscription |
| Tier 2 | $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 | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and Qfinr?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Qfinr puts more weight on portfolio, watchlist, and backtesting. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is PortfoliosLab or Qfinr free to use?
PortfoliosLab has a free tier, so you can get started without paying anything. Qfinr is paid-only. If budget matters, start with PortfoliosLab and see how far it takes you before opening your wallet.
Can I use PortfoliosLab or Qfinr on my phone?
Qfinr 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 PortfoliosLab or Qfinr have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Qfinr doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Qfinr?
It depends on what you're after. Pick PortfoliosLab if correlation and risk metrics matter to you; go with Qfinr if you'd rather have scenario & stress tests and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Qfinr cover?
Both cover stocks, ETFs, and mutual funds. PortfoliosLab also handles funds, cryptos, and currencies. Qfinr adds bonds, commodities, and other on top.
Which has a better stock screener: PortfoliosLab or Qfinr?
Both PortfoliosLab and Qfinr include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with PortfoliosLab or Qfinr?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.