VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

PortfoliosLab vs TradeBB comparison

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

Quick takeaways

PortfoliosLab adds Watchlist, Backtesting, Correlation, Risk Metrics, Factor Exposure, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Quant, Data APIs, and APIs & SDKs coverage that TradeBB skips.

TradeBB includes Broker Connectors 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).

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TradeBB

tradebb.ai

Web-based trading journal and performance analytics for multi-asset traders. Supports broker connections (read-only data import) plus file/manual trade imports. Website promotes a free preview; public plan pricing was not found in reviewed pages.

Platforms

Web

Pricing

Free

Quick highlights

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
Daily Journal view with per-day performance stats and "Add/View Journal" workflow.

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Where they differ

PortfoliosLab

Distinct strengths include:

Watchlist Backtesting Correlation Risk Metrics Factor Exposure Stock Comparison ETF Comparison Screeners

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.

TradeBB

Distinct strengths include:

Broker Connectors

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.

Feature-by-feature breakdown

Attribute	PortfoliosLab	TradeBB
Categories Which research workflows each platform targets	Shared: Portfolio, Data Visualizations Unique: Watchlist, Backtesting, Correlation, Risk Metrics, Factor Exposure, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Quant, Data APIs, APIs & SDKs	Shared: Portfolio, Data Visualizations Unique: Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies	Stocks, Options, Futures, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription	Free
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 Multi-asset journal covering stocks, options, futures, forex, and crypto. Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates. Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics. Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries. Daily Journal view with per-day performance stats and "Add/View Journal" workflow. Calendar view showing daily net P&L and a monthly symbol breakdown.
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 TradeBB both support?

Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do PortfoliosLab and TradeBB require subscriptions?

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

How can you access PortfoliosLab and TradeBB?

Both PortfoliosLab and TradeBB 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 TradeBB stands out for Multi-asset journal covering stocks, options, futures, forex, and crypto., Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates., and Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics..

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