★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
PortfoliosLab vs Stock Analysis
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You want an API so you can script or automate things
- You care about backtesting, correlation, and factor exposure, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $8.33/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
PortfoliosLab and Stock Analysis cover a lot of the same ground (9 shared categories, including portfolio, watchlist, and risk metrics), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to PortfoliosLab's 17, including stock ideas, top analysts, and news, plus a mobile app. PortfoliosLab counters by keeping things simpler.
What readers say
PortfoliosLab
Vote once to reveal the community verdict.
Stock Analysis
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $8.33/mo
- Broader coverage
- Stock Analysis27 vs 17 categories
- Mobile app
- Stock Analysis
- API access
- PortfoliosLab
- Real-time data
- Stock Analysis
- Broker sync
- Stock Analysis
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | 13 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +8 more |
Categories covered | 17 | 27 |
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 | 6 signals: Factor exposure, VaR/ES +4 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | — | Encryption in transit |
| Try it | Visit PortfoliosLab | Visit Stock Analysis |
Where each one shines
What PortfoliosLab and Stock Analysis each do best.ShowHide
Where each one shines
What PortfoliosLab and Stock Analysis each do best.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/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for PortfoliosLab and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and Stock Analysis, side by side.| 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 | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | PortfoliosLabSupport: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +2 more |
| Top plan | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | — |
Questions we keep getting
What's the difference between PortfoliosLab and Stock Analysis?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Stock Analysis cost?
Good news: both PortfoliosLab and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use PortfoliosLab or Stock Analysis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does PortfoliosLab or Stock Analysis have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Stock Analysis?
It depends on what you're after. Pick PortfoliosLab if backtesting and correlation matter to you; go with Stock Analysis if you'd rather have stock ideas and top analysts. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and funds. PortfoliosLab also handles cryptos and currencies. Stock Analysis adds closed-end funds and other on top.
Does PortfoliosLab or Stock Analysis have real-time data?
Stock Analysis 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 Stock Analysis?
Stock Analysis exports to CSV and Excel. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Are PortfoliosLab and Stock Analysis good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Stock Analysis?
Both PortfoliosLab and Stock Analysis 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 Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.