VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View PortfoliosLab View TipRanks Back to Home

Head-to-head

PortfoliosLab vs TipRanks comparison

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

Quick takeaways

PortfoliosLab adds Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, and APIs & SDKs coverage that TipRanks skips.

TipRanks includes Top Analysts, Stock Ideas, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Scores, Flags, App & Website Traffic, Insider Data, Institutional Data, Which ETF includes this Stock?, ETF Overview, ETF Holdings, ETF Performance, News, News Sentiment, Alerts, and Calendar categories that PortfoliosLab omits.

PortfoliosLab highlights: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..

TipRanks is known for: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..

TipRanks offers mobile access, which PortfoliosLab skips.

PortfoliosLab

portfolioslab.com

Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Factor analysis tools for Alpha and Beta measurement.

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TipRanks

tipranks.com

Editor’s pick Hands-on review

TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
Smart Score: a proprietary 1–10 multi-factor equity rating system.
Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Smart Portfolio: connect to major brokers or upload via CSV for portfolio analytics and email alerts.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, ETF Screeners, and Portfolio plus 4 more areas.

Where they differ

PortfoliosLab

Distinct strengths include:

Backtesting

Correlation

Risk Metrics (VaR/ES/Drawdown)

Factor Exposure

Quant

APIs & SDKs

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.

TipRanks

Distinct strengths include:

Top Analysts

Stock Ideas

Analyst Forecasts

Analyst Recommendations

Analyst Price Targets

Scores

Flags

App & Website Traffic

Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards.
Smart Score: a proprietary 1–10 multi-factor equity rating system.
Tracks insider transactions and hedge fund activity, with manager rankings based on filings.
Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.

Feature-by-feature breakdown

Attribute	PortfoliosLab	TipRanks
Categories Which research workflows each platform targets	Shared: Screeners, ETF Screeners, Portfolio, Watchlist, Stock Comparison, ETF Comparison, Financials Unique: Backtesting, Correlation, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, APIs & SDKs	Shared: Screeners, ETF Screeners, Portfolio, Watchlist, Stock Comparison, ETF Comparison, Financials Unique: Top Analysts, Stock Ideas, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Scores, Flags, App & Website Traffic, Insider Data, Institutional Data, Which ETF includes this Stock?, ETF Overview, ETF Holdings, ETF Performance, News, News Sentiment, Alerts, Calendar
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Cryptos	Stocks, ETFs, Options, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin. Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date. Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators. Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro. Factor analysis tools for Alpha and Beta measurement. Support for both static and transactional portfolios with calendar- or threshold-based rebalancing options.	Unique Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards. Smart Score: a proprietary 1–10 multi-factor equity rating system. Tracks insider transactions and hedge fund activity, with manager rankings based on filings. Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools. Smart Portfolio: connect to major brokers or upload via CSV for portfolio analytics and email alerts. News and sentiment features, with price and watchlist alerts such as 52-week highs/lows.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do PortfoliosLab and TipRanks both support?

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

Do PortfoliosLab and TipRanks require subscriptions?

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

Which tool has mobile access?

TipRanks 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 analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators., whereas TipRanks stands out for Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..

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