VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

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Tool Comparison

PortfoliosLab vs QuickFS comparison

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

Quick takeaways

PortfoliosLab adds Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics, Factor Exposure, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, and Quant coverage that QuickFS skips.

QuickFS includes Financials, and Sheets / Excel Add-ins categories that PortfoliosLab omits.

In depth comparison

PortfoliosLab logo

PortfoliosLab

portfolioslab.com

Web-based portfolio analytics platform for stocks, ETFs, mutual funds and crypto, focused on backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers limited holdings, calculations and history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics and import/“bring your own data”; Enterprise adds API/data-feed integration and white-label reporting.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • 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).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
  • Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).

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QuickFS logo

QuickFS

quickfs.net

Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

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Where they differ

PortfoliosLab

Distinct strengths include:

PortfolioWatchlistBacktestingCorrelationRisk MetricsFactor ExposureStock ComparisonETF Comparison
  • 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).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.

QuickFS

Distinct strengths include:

FinancialsSheets / Excel Add-ins
  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).

Feature-by-feature breakdown

AttributePortfoliosLabQuickFS
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Data APIs, APIs & SDKs

Unique: Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics, Factor Exposure, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Quant

Shared: Data Visualizations, Data APIs, APIs & SDKs

Unique: Financials, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API, Desktop

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
  • Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).
  • Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.

Unique

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
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Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do PortfoliosLab and QuickFS both support?

Both platforms cover Data Visualizations, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do PortfoliosLab and QuickFS require subscriptions?

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

How can you access PortfoliosLab and QuickFS?

Both PortfoliosLab and QuickFS prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

PortfoliosLab differentiates itself with 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)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., whereas QuickFS stands out for 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported..

Keep exploring

Keep exploring

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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.