PortfoliosLab vs SEC.gov (EDGAR) comparison

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

Both PortfoliosLab and SEC.gov (EDGAR) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Both PortfoliosLab and SEC.gov (EDGAR) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 SEC.gov (EDGAR) stands out for Search Filings provides free public access to EDGAR documents and search tools (e.g., Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., and Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)..