VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View PortfoliosLabView TradervueBack to Home

Head-to-head

PortfoliosLab vs Tradervue comparison

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

Quick takeaways

PortfoliosLab adds Screeners, ETF Screeners, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Factor Exposure, Quant, and Financials coverage that Tradervue skips.

Tradervue includes Data Visualizations, and Broker Connectors 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..

Tradervue is known for: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

PortfoliosLab logo

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Tradervue logo

Tradervue

tradervue.com

A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
  • Free plan includes up to 30 grouped trades per month.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

3 overlaps

Mutual strengths include Portfolio, Risk Metrics (VaR/ES/Drawdown), and APIs & SDKs.

Where they differ

PortfoliosLab

Distinct strengths include:

Screeners
ETF Screeners
Watchlist
Backtesting
Correlation
Stock Comparison
ETF Comparison
Factor Exposure
  • 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.

Tradervue

Distinct strengths include:

Data Visualizations
Broker Connectors
  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.

Feature-by-feature breakdown

AttributePortfoliosLabTradervue
Categories

Which research workflows each platform targets

Shared: Portfolio, Risk Metrics (VaR/ES/Drawdown), APIs & SDKs

Unique: Screeners, ETF Screeners, Watchlist, Backtesting, Correlation, Stock Comparison, ETF Comparison, Factor Exposure, Quant, Financials

Shared: Portfolio, Risk Metrics (VaR/ES/Drawdown), APIs & SDKs

Unique: Data Visualizations, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Cryptos

Stocks, ETFs, Options, Futures, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

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

  • Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
  • TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
  • Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
  • Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
  • Free plan includes up to 30 grouped trades per month.
  • Over 100 advanced reports and drill-down analytics, including MFE/MAE metrics on paid plans.
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 Tradervue both support?

Both platforms cover Portfolio, Risk Metrics (VaR/ES/Drawdown), and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do PortfoliosLab and Tradervue require subscriptions?

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

How can you access PortfoliosLab and Tradervue?

Both PortfoliosLab and Tradervue 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 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 Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

Keep exploring

Stay on top of related tools

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

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

Curation & Accuracy

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.