VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

PortfoliosLab vs StockAlert.pro comparison

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

Quick takeaways

PortfoliosLab adds Portfolio, Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, and Quant coverage that StockAlert.pro skips.

StockAlert.pro includes Alerts, Calendar, Dividends, Stock Ideas, Webhooks, Playbooks & Case Studies, and Blogs categories that PortfoliosLab omits.

In depth comparison

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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StockAlert.pro

stockalert.pro

Alert‑first platform for stocks & ETFs with 21 configurable alert types (price/technical/volume/fundamental/dividends/time), a daily AI watchlist assistant, and an API with webhooks/SDKs. Free tier supports up to 50 alerts; Premium adds unlimited alerts and SMS. Coverage spans major U.S./European exchanges; market data may be up to ~15‑min delayed per terms.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders.
Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met.
AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate.
Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.
Stocks & ETFs database plus a free ‘Undervalued (P/E)’ screener and a Dividend Calendar.

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Where they differ

PortfoliosLab

Distinct strengths include:

Portfolio Backtesting Correlation Risk Metrics (VaR/ES/Drawdown)Factor Exposure Stock Comparison ETF Comparison ETF Screeners

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.

StockAlert.pro

Distinct strengths include:

Alerts Calendar Dividends Stock Ideas Webhooks Playbooks & Case Studies Blogs

21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders.
Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met.
AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate.
Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.

Feature-by-feature breakdown

Attribute	PortfoliosLab	StockAlert.pro
Categories Which research workflows each platform targets	Shared: Watchlist, Screeners, Data Visualizations, Data APIs, APIs & SDKs Unique: Portfolio, Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, Quant	Shared: Watchlist, Screeners, Data Visualizations, Data APIs, APIs & SDKs Unique: Alerts, Calendar, Dividends, Stock Ideas, Webhooks, Playbooks & Case Studies, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies	Stocks, ETFs
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
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 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders. Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met. AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate. Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically. Stocks & ETFs database plus a free ‘Undervalued (P/E)’ screener and a Dividend Calendar. Developer API: REST + real‑time webhooks, API key auth, official SDKs (TS/JS, Python), Slack app, and n8n node; published endpoints for alerts, watchlists, and webhooks.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do PortfoliosLab and StockAlert.pro both support?

Both platforms cover Watchlist, Screeners, 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 StockAlert.pro require subscriptions?

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

How can you access PortfoliosLab and StockAlert.pro?

Both PortfoliosLab and StockAlert.pro 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 StockAlert.pro stands out for 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..

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