VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Friday, December 26, 2025

Home My Collections

Tool Comparison

PortfoliosLab vs Tickeron comparison

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

Quick takeaways

PortfoliosLab adds Correlation, Risk Metrics, Factor Exposure, ETF Comparison, ETF Screeners, Data Visualizations, Quant, Data APIs, and APIs & SDKs coverage that Tickeron skips.

Tickeron includes Stock Ideas, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, Alerts, Calendar, Education, Courses & Certs, Videos, and Blogs categories that PortfoliosLab omits.

Tickeron offers mobile access, which PortfoliosLab skips.

In depth comparison

PortfoliosLab logo

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).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Tickeron logo

Tickeron

tickeron.com

AI-driven trading and investing platform featuring AI screeners, trend/pattern tools, AI trading bots/agents, alerts, and paper trading. Pricing is sold as a free Member plan plus paid tiers (Beginner/Swing Trader/Day Trader/Expert) with a stated 14-day free trial; the Expert monthly price was not visible on the pricing page at access time. Some functionality is explicitly described as "after subscribing" (e.g., AI Robots notifications/autopilot).

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon").
  • AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account.
  • Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs.
  • AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
  • Real Time Patterns (RTP) scans thousands of instruments every minute and supports multiple time frames (e.g., 5m/15m/30m/1h/1d); outputs target prices, breakout prices and confidence/statistics; advertised as a 14-day free trial then $20/month.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site

Where they differ

PortfoliosLab

Distinct strengths include:

CorrelationRisk MetricsFactor ExposureETF ComparisonETF ScreenersData VisualizationsQuantData APIs
  • 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.

Tickeron

Distinct strengths include:

Stock IdeasAuto-Trading & BotsCopy/Social TradingPaper TradingAlertsCalendarEducationCourses & Certs
  • AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon").
  • AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account.
  • Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs.
  • AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).

Feature-by-feature breakdown

AttributePortfoliosLabTickeron
Categories

Which research workflows each platform targets

Shared: Portfolio, Watchlist, Backtesting, Stock Comparison, Screeners

Unique: Correlation, Risk Metrics, Factor Exposure, ETF Comparison, ETF Screeners, Data Visualizations, Quant, Data APIs, APIs & SDKs

Shared: Portfolio, Watchlist, Backtesting, Stock Comparison, Screeners

Unique: Stock Ideas, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, Alerts, Calendar, Education, Courses & Certs, Videos, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies

Stocks, ETFs, Mutual Funds, Cryptos, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile, 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

  • AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon").
  • AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account.
  • Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs.
  • AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
  • Real Time Patterns (RTP) scans thousands of instruments every minute and supports multiple time frames (e.g., 5m/15m/30m/1h/1d); outputs target prices, breakout prices and confidence/statistics; advertised as a 14-day free trial then $20/month.
  • Trend Prediction Engine (TPE) provides an AI opinion on whether a security is going up or down over the next week or month; advertised as a 14-day free trial then $30/month.
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 Tickeron both support?

Both platforms cover Portfolio, Watchlist, Backtesting, Stock Comparison, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do PortfoliosLab and Tickeron require subscriptions?

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

Which tool has mobile access?

Tickeron ships a dedicated mobile experience, while PortfoliosLab focuses on web or desktop access.

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 Tickeron stands out for AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.