Tool Comparison
PortfoliosLab vs Trackinsight
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want correlation, risk metrics, and performance attribution.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want ETF analysis, ETF factors, and ESG ratings.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want correlation, risk metrics, and performance attribution.
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You want ETF analysis, ETF factors, and ESG ratings.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
PortfoliosLab and Trackinsight cover a lot of the same ground (8 shared categories, including portfolio, watchlist, and backtesting), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Trackinsight's 14, including correlation, risk metrics, and performance attribution. Trackinsight counters by being completely free.
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PortfoliosLab
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Trackinsight
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Key differences at a glance
- Asset coverage
- PortfoliosLabAdds stocks and mutual funds
- Broader coverage
- PortfoliosLab17 vs 14 categories
- Free plan
- Both
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 and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
What Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $100/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
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 | Retail Traders, Pro Retail +5 more |
Categories covered | 17 | 14 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: End of Day and Granularity: EOD |
Data partners | — | Nasdaq Data Link |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | 3 signals: Universe builder, Factor exposure +1 more |
| Try it | Visit PortfoliosLab | Visit Trackinsight |
Standout features
The best features of PortfoliosLab and Trackinsight.ShowHide
Standout features
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 and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
What Trackinsight does best
- Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
All details
Every attribute we track for PortfoliosLab and Trackinsight.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | Not specified | Nasdaq Data Link |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneDocs | Auth: APIKeyDocs |
Import methods | ManualCSV | Manual |
Integrations | MCPChatGPTClaude | Not specified |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | TrackinsightCountry: FranceFounded 2016 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Free“Essentials” |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | — |
| Tier 2 | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more | — |
| Top plan | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | — |
| Custom / enterprise | — | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between PortfoliosLab and Trackinsight?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Trackinsight cost?
Good news: both PortfoliosLab and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do PortfoliosLab and Trackinsight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose PortfoliosLab or Trackinsight?
It depends on what you're after. Pick PortfoliosLab if correlation and risk metrics matter to you; go with Trackinsight if you'd rather have ETF analysis and ETF factors. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Trackinsight cover?
Both cover ETFs. PortfoliosLab also handles stocks, mutual funds, and funds.
Can I export data from PortfoliosLab and Trackinsight?
Trackinsight exports to CSV and Excel. PortfoliosLab is stingier about getting data out.
Are PortfoliosLab and Trackinsight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Trackinsight?
Both PortfoliosLab and Trackinsight 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 Trackinsight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.