★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
PortfoliosLab vs The Fly Pro
Pick PortfoliosLab if
PortfoliosLab
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
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 alternativesOutbound links may include affiliate or sponsor codes.
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
Vote once to reveal the community verdict.
The Fly Pro
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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 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 $31/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | 8 limits: Premium Annual: regular monthly equivalent usd: 62, Premium Annual: promotion: Limited-time 50% off +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | — |
Integrations | MCP, ChatGPT +1 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 17 | 9 |
Regions | North America, Europe | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: End of Day and Granularity: EOD |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | — |
| Try it | Visit PortfoliosLab | Visit The Fly Pro |
Where each one shines
What PortfoliosLab and The Fly Pro each do best.ShowHide
Where each one shines
What PortfoliosLab and The Fly Pro 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 The Fly Pro does best
- Visual dashboards and customizable charts to research public companies are available without building every financial view from scratch.
- Screening for and compare stocks with simplified fundamental and performance charting.
- Research coverage for 1,100+ company-specific KPIs with historical context and updates around earnings releases where paid access includes the data.
- Views for reviewing 10 years of financials on free access and deeper 30+ year history on the paid plan.
- 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.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and The Fly Pro, side by side.| Attribute | ||
|---|---|---|
| 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.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 | Free |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | $31/mo“Premium Annual”regular monthly equivalent usd: 62 · promotion: Limited-time 50% off |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | $37/mo“Premium Monthly”regular monthly price usd: 74 · promotion: Limited-time 50% off |
| Tier 3 | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | $75/mo“Ultimate Annual”regular monthly equivalent usd: 150 · promotion: Limited-time 50% off |
| Top plan | — | $90/mo“Ultimate Monthly”regular monthly price usd: 180 · promotion: Limited-time 50% off |
| Custom / enterprise | — | Contact sales“Institutional” |
| Free trial | — | 7 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.