Tool Comparison
PortfoliosLab vs Tradervue
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $8.33/mo instead of $29.95/mo
- You want an API so you can script or automate things
- You want watchlist, backtesting, and correlation.
- Paid from
- $29.95/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want broker connectors.
Start here
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $29.95/mo
- You want an API so you can script or automate things
- You want watchlist, backtesting, and correlation.
Pick Tradervue instead if
Tradervue
Free • From $29.95/mo · Web
- You want broker connectors.
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 Tradervue cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and data visualizations), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Tradervue's 5, including watchlist, backtesting, and correlation. Tradervue counters by keeping things simpler.
What readers say
PortfoliosLab
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Tradervue
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Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $29.95/mo
- Broader coverage
- PortfoliosLab17 vs 5 categories
- API access
- PortfoliosLab
- Broker sync
- Tradervue
- 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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
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 • From $29.95/mo |
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 | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Interactive Brokers, TD Ameritrade / thinkorswim +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 17 | 5 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 3 signals: Granularity: Minute and EOD, Adjustments: Splits +1 more |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | Broker sync |
| Try it | Visit PortfoliosLab | Visit Tradervue |
Standout features
The best features of PortfoliosLab and Tradervue.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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
All details
Every attribute we track for PortfoliosLab and Tradervue.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | MinuteEOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVManualBrokerOAuth |
Integrations | MCPChatGPTClaude | Interactive BrokersTD Ameritrade / thinkorswimE*TRADELightspeedRobinhoodDAS Trader ProSterling Trader Pro |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Broker sync |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | SureSwift Capital, Inc.Support: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
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 |
| Entry paid plan | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | $29.95/mo“Silver” |
| Tier 2 | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more | $49.95/mo“Gold” |
| Top plan | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between PortfoliosLab and Tradervue?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Tradervue puts more weight on portfolio, risk metrics, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Tradervue cost?
Good news: both PortfoliosLab and Tradervue have free plans, so you can run them side by side and only pay if you hit a wall.
Does PortfoliosLab or Tradervue have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Tradervue doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Tradervue?
It depends on what you're after. Pick PortfoliosLab if watchlist and backtesting matter to you; go with Tradervue if you'd rather have broker connectors. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Tradervue cover?
Both cover stocks, ETFs, and currencies. PortfoliosLab also handles mutual funds, funds, and cryptos. Tradervue adds options and futures on top.
Can I export data from PortfoliosLab and Tradervue?
Tradervue exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Tradervue connect to my broker?
Tradervue syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: PortfoliosLab or Tradervue?
PortfoliosLab has a stock screener for surfacing ideas; Tradervue doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or Tradervue?
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.