★ BEST INVESTING TOOLS COMPARISON ★

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Tool comparison edition

Tool Comparison

PortfoliosLab vs The Fly Pro

Pick PortfoliosLab if

PortfoliosLab logo

PortfoliosLab

portfolioslab.com

Free • From $8.33/mo · Web · API

  • You want the cheaper way in: plans start at $8.33/mo instead of $31/mo
  • You want an API so you can script or automate things
  • You care about portfolio, backtesting, and correlation, things The Fly Pro doesn't offer

Pick The Fly Pro if

The Fly Pro logo

The Fly Pro

thefly.comTested

Free • From $31/mo · Web

  • You care about calendar, financials, and transcripts, things PortfoliosLab doesn't offer

Skip both if: Neither one clicks with how you research; there are strong third options.

See alternatives

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Our take

The bottom line

PortfoliosLab and The Fly Pro cover a lot of the same ground (4 shared categories, including watchlist, stock comparison, and screeners), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to The Fly Pro's 9, including portfolio, backtesting, and correlation. The Fly Pro counters by keeping things simpler.

What readers say

PortfoliosLab

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The Fly Pro

Vote once to reveal the community verdict.

Key differences at a glance

Cheaper paid plan
PortfoliosLab$8.33/mo vs $31/mo
Free trial
The Fly Pro7 days
Broader coverage
PortfoliosLab17 vs 9 categories
API access
PortfoliosLab
Asset coverage
PortfoliosLabAdds ETFs and mutual funds
Free plan
Both
See the full side-by-side table

See for yourself

How they stack up

The side-by-side table: pricing, platforms, data, and coverage at a glance.
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Side-by-side comparison of PortfoliosLab and The Fly Pro
Attribute
PortfoliosLab logo
PortfoliosLab
The Fly Pro logo
The Fly Pro
Pricing & plans
Starting price
Free • From $8.33/moFree • From $31/mo
Free tier
YesYes
Free trial
7 days
Plan limits
23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more8 limits: Premium Annual: regular monthly equivalent usd: 62, Premium Annual: promotion: Limited-time 50% off +6 more
Platforms & access
Web app
YesYes
Mobile app
NoNo
API access
YesNo
Broker sync
No
Integrations
MCP, ChatGPT +1 more
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +6 more
Categories covered
179
Regions
North America, EuropeNorth America, Europe
Data & capabilities
Data quality
3 signals: Latency: End of Day, Granularity: EOD +1 moreLatency: End of Day and Granularity: EOD
Capabilities
6 signals: Factor exposure, VaR/ES +4 more
Try itVisit PortfoliosLabVisit The Fly Pro

Where each one shines

What PortfoliosLab and The Fly Pro each do best.
Show
PortfoliosLab logo

What PortfoliosLab does best

  1. Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
  2. Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
  3. Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
  4. Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
  5. Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
The Fly Pro logo

What The Fly Pro does best

  1. Visual dashboards and customizable charts to research public companies are available without building every financial view from scratch.
  2. Screening for and compare stocks with simplified fundamental and performance charting.
  3. Research coverage for 1,100+ company-specific KPIs with historical context and updates around earnings releases where paid access includes the data.
  4. Views for reviewing 10 years of financials on free access and deeper 30+ year history on the paid plan.
  5. Company comparison tools to compare operating metrics, fundamentals, and charted data across peers.

Every detail we compared

Every tracked attribute for PortfoliosLab and The Fly Pro, side by side.
Show
Attribute
PortfoliosLab logo
PortfoliosLab
The Fly Pro logo
The Fly Pro
Coverage & fit
Asset types
StocksETFsMutual FundsFundsCryptosCurrencies
Stocks
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors
Not specified
Regions
North AmericaEurope
North AmericaEurope
Coverage details
Countries: US and GBIdentifiers: Ticker
Identifiers: Ticker
Data
Data freshness
End of Day
End of Day
Data granularity
EOD
EOD
Access & integrations
API protocols
REST
Not specified
API auth & delivery
Auth: NoneDocs
Not specified
Import methods
ManualCSV
Not specified
Integrations
MCPChatGPTClaude
Not specified
Plans & trust
Capability signals
Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation
Not specified
Vendor & support
PortfoliosLabSupport: Email
Main Street Financial Data Inc.Support: Email
Curation ratings
Not specified
Methodology 3/5Reliability 4/5UX 4/5

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.
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Plan-by-plan pricing comparison of PortfoliosLab and The Fly Pro
Tier
PortfoliosLab logo
PortfoliosLabCheaper start
The Fly Pro logo
The Fly Pro
Free plan
Freewatchlists: 1 · watchlist symbols: 100 · +4 more
Free
Entry paid plan
$8.33/moPluswatchlists: 5 · private portfolios: 5 · +3 more
$31/moPremium Annualregular monthly equivalent usd: 62 · promotion: Limited-time 50% off
Tier 2
$20.83/moProwatchlists: 10 · private portfolios: Unlimited · +3 more
$37/moPremium Monthlyregular monthly price usd: 74 · promotion: Limited-time 50% off
Tier 3
$75/moMaxwatchlists: 10 · watchlist symbols: 2,000 · +5 more
$75/moUltimate Annualregular monthly equivalent usd: 150 · promotion: Limited-time 50% off
Top plan
$90/moUltimate Monthlyregular monthly price usd: 180 · promotion: Limited-time 50% off
Custom / enterprise
Contact salesInstitutional
Free trial7 days

Questions we keep getting

What's the difference between PortfoliosLab and The Fly Pro?

PortfoliosLab leans toward portfolio, watchlist, and backtesting, while The Fly Pro puts more weight on screeners, data visualizations, and stock comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.

How much do PortfoliosLab and The Fly Pro cost?

Good news: both PortfoliosLab and The Fly Pro have free plans, so you can run them side by side and only pay if you hit a wall.

Does PortfoliosLab or The Fly Pro have an API?

PortfoliosLab has an API for programmatic access and custom integrations. The Fly Pro doesn't, so you're working through its interface.

Should I choose PortfoliosLab or The Fly Pro?

It depends on what you're after. Pick PortfoliosLab if portfolio and backtesting matter to you; go with The Fly Pro if you'd rather have calendar and financials. And if you only need the basics both share, let price decide.

What asset classes do PortfoliosLab and The Fly Pro cover?

Both cover stocks. PortfoliosLab also handles ETFs, mutual funds, and funds.

Which has a better stock screener: PortfoliosLab or The Fly Pro?

Both PortfoliosLab and The Fly Pro 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 The Fly Pro?

PortfoliosLab handles portfolio tracking. The Fly Pro is really a research tool; you'd track your portfolio elsewhere.

Feedback

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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.