Tool Comparison
PortfoliosLab vs Stock Analysis
- Paid from
- $100/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Billing commitment, history, and calculation capacity vary by tier.
Best if
- You want to compare historical allocations and rebalancing rules.
- You want to inspect drawdowns and relationships between holdings.
- Paid from
- $79/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Pro allows one download per day. Unlimited lifts download, watchlist, and alert caps.
Best if
- You want to understand a company's financials and analyst expectations.
- You want to compare ETFs and inspect the companies they hold.
Use code JERA
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr, billed annually · Web · API
Billing commitment, history, and calculation capacity vary by tier.
- You want to compare historical allocations and rebalancing rules.
- You want to inspect drawdowns and relationships between holdings.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr, billed annually · Web · Mobile
Pro allows one download per day. Unlimited lifts download, watchlist, and alert caps.
- You want to understand a company's financials and analyst expectations.
- You want to compare ETFs and inspect the companies they hold.
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Research the investment, then test the mix. Stock Analysis helps you examine company numbers, forecasts, and ETFs. PortfoliosLab helps you compare how selected holdings behaved together through rebalancing, drawdowns, and correlations. They can complement each other without replacing a broker or tax ledger.
What readers say
PortfoliosLab
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Stock Analysis
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Key differences at a glance
- Allocation backtests
- PortfoliosLabHoldings, weights, and rebalancing
- Portfolio risk comparisons
- PortfoliosLabDrawdowns, correlations, and return measures
- Company financials
- Stock AnalysisStatements and analyst expectations
- Investment screening
- BothDifferent filters and research context
What PortfoliosLab does best
Portfolio backtests
Compare holdings, rebalancing schedules, and benchmarks.
Risk analysis
Compare drawdowns, volatility, loss estimates, and returns relative to risk.
Asset correlations
Compare correlations, alpha, beta, and factor relationships.
What Stock Analysis does best
Financial statements
Read revenue, earnings, cash flow, and balance sheets. Pro adds 10-40 years of financial history.
Analyst forecasts
Compare revenue forecasts, earnings estimates, ratings, and price targets. Pro adds filters for top-performing analysts.
ETF comparisons
Compare funds and find ETFs that hold a stock you're researching. Pro unlocks full ETF holdings.
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, billed annually | Free • From $79/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: 10 calculations/month; 5-year history | Paid history, full fund holdings, and exports |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Paid custom-data imports and exports | CSV imports and paid brokerage sync |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Historical allocation and risk comparisons | Company numbers and ETF research |
Categories covered | 17 | 32 |
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 | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | Backtests, risk, correlations, and optimization | Statements, forecasts, screens, and ETF comparisons |
| Try it | Visit PortfoliosLab | Visit Stock Analysis |
Standout features
The best features of PortfoliosLab and Stock Analysis.ShowHide
Standout features
What PortfoliosLab does best
Portfolio backtests
Compare holdings, rebalancing schedules, and benchmarks.
Risk analysis
Compare drawdowns, volatility, loss estimates, and returns relative to risk.
Asset correlations
Compare correlations, alpha, beta, and factor relationships.
What Stock Analysis does best
Financial statements
Read revenue, earnings, cash flow, and balance sheets. Pro adds 10-40 years of financial history.
Analyst forecasts
Compare revenue forecasts, earnings estimates, ratings, and price targets. Pro adds filters for top-performing analysts.
ETF comparisons
Compare funds and find ETFs that hold a stock you're researching. Pro unlocks full ETF holdings.
All details
Every attribute we track for PortfoliosLab and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | ManualCSVBrokerOAuth |
Integrations | MCPChatGPTClaude | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | Vefir ehf.Country: IcelandFounded 2019Support: 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 | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $100/yrBilled annually≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | $79/yrBilled annually≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $250/yrBilled annually≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more | $199/yrBilled annually≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Top plan | $900/yrBilled annually≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | — |
Questions we keep getting
Can Stock Analysis replace portfolio backtesting?
Its reviewed offering centers on company and fund research, with portfolio tracking as well. PortfoliosLab is the more direct fit for historical allocation, rebalancing, correlation, and risk comparisons.
Can I research individual stocks in PortfoliosLab?
PortfoliosLab includes asset screens and risk comparisons, but this comparison favors Stock Analysis for statement-led company research, analyst forecasts, and ETF holdings. Choose the tool around the question you are investigating.
Can I use the two together?
Yes. Build a company or fund shortlist in Stock Analysis, then test selected holdings and weights in PortfoliosLab. Historical portfolio results depend on inputs and assumptions and do not predict future returns.
What limits matter before paying?
PortfoliosLab Free has 10 monthly calculations and five years of history. Stock Analysis limits free history and exports, with full ETF holdings and brokerage sync on paid tiers. Pro permits one daily download; Unlimited removes that cap.
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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.