VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

PortfoliosLab vs Trackinsight comparison

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

Quick takeaways

PortfoliosLab adds Correlation, Risk Metrics (VaR/ES/Drawdown), Stock Comparison, Screeners, Quant, and APIs & SDKs coverage that Trackinsight skips.

Trackinsight includes ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, ESG Ratings, News, Education, and Blogs categories that PortfoliosLab omits.

In depth comparison

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 profile Visit site

Trackinsight

trackinsight.com

Global ETF research & data platform for screening, comparing and analyzing ETFs worldwide. Free Essentials accounts support the core screener, comparison tools and personal lists, while ETF Portfolio Insights, enterprise workflows and ETF Data Services/API are sold on paid tiers (Nasdaq Data Link lists ETF database packages starting around USD 5k/year).

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

PortfoliosLab

Distinct strengths include:

Correlation Risk Metrics (VaR/ES/Drawdown)Stock Comparison Screeners Quant APIs & SDKs

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.

Trackinsight

Distinct strengths include:

ETF Overview ETF Performance ETF Holdings ETF Fundamentals ETF Factors ESG Ratings News Education

Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.

Feature-by-feature breakdown

Attribute	PortfoliosLab	Trackinsight
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Backtesting, Factor Exposure, ETF Comparison, ETF Screeners, Data Visualizations, Data APIs Unique: Correlation, Risk Metrics (VaR/ES/Drawdown), Stock Comparison, Screeners, Quant, APIs & SDKs	Shared: Portfolio, Watchlist, Backtesting, Factor Exposure, ETF Comparison, ETF Screeners, Data Visualizations, Data APIs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, ESG Ratings, News, Education, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies	ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, 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 Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors. Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks. Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence. Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring. ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture). Dedicated ESG Investing / ESG Observatory channel with an ESG ETF screener that can filter ETFs by ESG scores, strategies, SFDR category and SDG alignment, plus ESG news and educational content.
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 Trackinsight both support?

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

Do PortfoliosLab and Trackinsight require subscriptions?

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

How can you access PortfoliosLab and Trackinsight?

Both PortfoliosLab and Trackinsight prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 Trackinsight stands out for Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..

Keep exploring

Stay on top of related tools

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