★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
PortfoliosLab vs This Is Not SEDAR
PortfoliosLab
Best for portfolio and backtesting
Free • From $8.33/mo
This Is Not SEDAR
Best for regulatory filings monitoring and improved filings
Free
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The verdict
The bottom line
PortfoliosLab simply does more: 17 categories to This Is Not SEDAR's 3, including portfolio, backtesting, and correlation. This Is Not SEDAR counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Global coverage
- PortfoliosLab
- Broader coverage
- PortfoliosLab17 vs 3 categories
- API access
- PortfoliosLab
- Asset coverage
- PortfoliosLabAdds cryptos and currencies
- Free plan
- Both
Choose
PortfoliosLab if…
- You want an API so you can script or automate things
- You care about portfolio, backtesting, and correlation, things This Is Not SEDAR doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
This Is Not SEDAR if…
- You care about regulatory filings monitoring and improved filings, things PortfoliosLab doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | 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 | 3 |
Regions | North America, Europe | North America |
| 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 This Is Not SEDAR |
Standout features
What PortfoliosLab does best
- Portfolio and instrument analytics suite with 20+ tools for performance, risk, diversification 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).
What This Is Not SEDAR does best
- Latest Filings browser focused on Canadian issuers.
- Mirrored PDF hosting for filings (served from docs.thisisnotsedar.com).
- Portfolio/watchlist concept: continues downloading files and reading headlines for existing tracked companies while the site migrates.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Not specified |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and GBIdentifiers: Ticker | Countries: CA4 exchangesIdentifiers: 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 |
Export formats | Not specified | PDF |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Not specified |
Vendor & support | PortfoliosLabSupport: Email | This Is Not SEDAR |
Curation ratings | Not specified | Methodology 2/5Reliability 2/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$8.33/mo
Starting price
Plans & pricing
- watchlists: 1
- watchlist symbols: 100
- +4 more
- watchlists: 5
- private portfolios: 5
- +3 more
- watchlists: 10
- private portfolios: Unlimited
- +3 more
- watchlists: 10
- watchlist symbols: 2,000
- +5 more
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
PortfoliosLab strengths
16This Is Not SEDAR strengths
2What you only get with This Is Not SEDAR.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between PortfoliosLab and This Is Not SEDAR?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while This Is Not SEDAR puts more weight on regulatory filings monitoring, improved filings, and watchlist. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and This Is Not SEDAR cost?
Good news: both PortfoliosLab and This Is Not SEDAR have free plans, so you can run them side by side and only pay if you hit a wall.
Does PortfoliosLab or This Is Not SEDAR have an API?
PortfoliosLab has an API for programmatic access and custom integrations. This Is Not SEDAR doesn't, so you're working through its interface.
Should I choose PortfoliosLab or This Is Not SEDAR?
It depends on what you're after. Pick PortfoliosLab if portfolio and backtesting matter to you; go with This Is Not SEDAR if you'd rather have regulatory filings monitoring and improved filings. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and This Is Not SEDAR cover?
Both cover stocks, ETFs, mutual funds, and funds. PortfoliosLab also handles cryptos and currencies.
Which covers international markets: PortfoliosLab or This Is Not SEDAR?
PortfoliosLab has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. This Is Not SEDAR is more region-specific, mainly North America.
Which has a better stock screener: PortfoliosLab or This Is Not SEDAR?
PortfoliosLab has a stock screener for surfacing ideas; This Is Not SEDAR doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or This Is Not SEDAR?
PortfoliosLab handles portfolio tracking. This Is Not SEDAR is really a research tool; you'd track your portfolio elsewhere.
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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.