Tool Comparison
PortfoliosLab vs QuantRocket
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want portfolio, watchlist, and correlation.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want auto-trading & bots, advanced order types, and paper trading.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want portfolio, watchlist, and correlation.
- You're a long-term investor who cares more about fundamentals than headlines
Pick QuantRocket if
QuantRocket
Free • Paid plans available · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want auto-trading & bots, advanced order types, and paper trading.
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 QuantRocket cover a lot of the same ground (4 shared categories, including backtesting, screeners, and quant), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to QuantRocket's 8, including portfolio, watchlist, and correlation. QuantRocket counters by being completely free.
What readers say
PortfoliosLab
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QuantRocket
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Key differences at a glance
- Real-time data
- QuantRocket
- Broader coverage
- PortfoliosLab17 vs 8 categories
- Broker sync
- QuantRocket
- Free plan
- Both
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 QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
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 | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Interactive Brokers, Alpaca +4 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 | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 5 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Tick, Minute, and EOD +3 more |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | 5 signals: Custom formulas, Universe builder +3 more |
Security | — | Status page |
| Try it | Visit PortfoliosLab | Visit QuantRocket |
Standout features
The best features of PortfoliosLab and QuantRocket.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 QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
All details
Every attribute we track for PortfoliosLab and QuantRocket.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsFuturesCurrenciesOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | StreamingReal-timeEnd of Day |
Data granularity | EOD | TickMinuteEOD |
| Access & integrations | ||
API protocols | REST | RESTWebSocket |
API auth & delivery | Auth: NoneDocs | Auth: NoneSDKs: Python |
Import methods | ManualCSV | CSV |
Integrations | MCPChatGPTClaude | Interactive BrokersAlpacaPolygon.ioNasdaq Data LinkEDIBrain |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Custom formulasUniverse builderMulti-leg optionsGreeksBroker sync |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | QuantRocket LLCCountry: USSupport: Email and Forum |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
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 | Free |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | Subscription“Full Access” |
| 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 | — |
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and QuantRocket?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while QuantRocket puts more weight on screeners, quant, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and QuantRocket cost?
Good news: both PortfoliosLab and QuantRocket have free plans, so you can run them side by side and only pay if you hit a wall.
Do PortfoliosLab and QuantRocket have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose PortfoliosLab or QuantRocket?
It depends on what you're after. Pick PortfoliosLab if portfolio and watchlist matter to you; go with QuantRocket if you'd rather have auto-trading & bots and advanced order types. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and QuantRocket cover?
Both cover stocks, ETFs, and currencies. PortfoliosLab also handles mutual funds, funds, and cryptos. QuantRocket adds futures and options on top.
Does PortfoliosLab or QuantRocket have real-time data?
QuantRocket offers real-time data, which matters if you trade actively. PortfoliosLab runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from PortfoliosLab and QuantRocket?
QuantRocket exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or QuantRocket connect to my broker?
QuantRocket syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: PortfoliosLab or QuantRocket?
Both PortfoliosLab and QuantRocket 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 QuantRocket?
PortfoliosLab handles portfolio tracking. QuantRocket is really a research tool; you'd track your portfolio elsewhere.
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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.