Tool Comparison
PortfoliosLab vs Reflexivity
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $8.33/mo instead of $99.99/mo
- You want watchlist, correlation, and risk metrics.
- You're newer to investing and want something approachable
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want scenario & stress tests, alerts, and news.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $99.99/mo
- You want watchlist, correlation, and risk metrics.
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want scenario & stress tests, alerts, and news.
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 Reflexivity cover a lot of the same ground (8 shared categories, including portfolio, backtesting, and performance attribution), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Reflexivity's 13, including watchlist, correlation, and risk metrics. Reflexivity counters by keeping things simpler.
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Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $99.99/mo
- Broader coverage
- PortfoliosLab17 vs 13 categories
- Real-time data
- Reflexivity
- Beginner friendly
- PortfoliosLab
- 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 • From $99.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | MCP, ChatGPT +1 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 17 | 13 |
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 | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit PortfoliosLab | Visit Reflexivity |
Standout features
The best features of PortfoliosLab and Reflexivity.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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for PortfoliosLab and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
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 | Real-timeEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVManual |
Integrations | MCPChatGPTClaude | Not specified |
Export formats | Not specified | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
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“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| 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 | — |
| Custom / enterprise | — | Contact sales“Institutional” |
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and Reflexivity?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Reflexivity cost?
Good news: both PortfoliosLab and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: PortfoliosLab or Reflexivity?
PortfoliosLab is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do PortfoliosLab and Reflexivity 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 Reflexivity?
It depends on what you're after. Pick PortfoliosLab if watchlist and correlation matter to you; go with Reflexivity if you'd rather have scenario & stress tests and alerts. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Reflexivity cover?
Both cover stocks, ETFs, and currencies. PortfoliosLab also handles mutual funds, funds, and cryptos. Reflexivity adds bonds and commodities on top.
Does PortfoliosLab or Reflexivity have real-time data?
Reflexivity 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 Reflexivity?
Reflexivity exports to Excel. PortfoliosLab is stingier about getting data out.
Which has a better stock screener: PortfoliosLab or Reflexivity?
Both PortfoliosLab and Reflexivity 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 Reflexivity?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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