VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View PortfoliosLab View Trendlyne Back to Home

Head-to-head

PortfoliosLab vs Trendlyne comparison

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

Quick takeaways

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

Trendlyne includes Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Investor Holdings, Alerts, Calendar, News, Dividends, Splits, Acquisitions, IPO, Scores, Transcripts, Insider Data, Institutional Data, Sheets / Excel Add-ins, 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..

Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Trendlyne offers mobile access, which PortfoliosLab skips.

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.

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Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Screeners, Portfolio, and Watchlist plus 2 more areas.

Where they differ

PortfoliosLab

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Factor Exposure

Quant

APIs & SDKs

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.

Trendlyne

Distinct strengths include:

Analyst Forecasts

Analyst Price Targets

Analyst Recommendations

Data Visualizations

Options & Derivatives

Investor Holdings

Alerts

Calendar

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Feature-by-feature breakdown

Attribute	PortfoliosLab	Trendlyne
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Watchlist, Backtesting, Financials Unique: ETF Screeners, Correlation, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, APIs & SDKs	Shared: Screeners, Portfolio, Watchlist, Backtesting, Financials Unique: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Investor Holdings, Alerts, Calendar, News, Dividends, Splits, Acquisitions, IPO, Scores, Transcripts, Insider Data, Institutional Data, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Cryptos	Stocks, Mutual Funds, Options, Futures
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
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 Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more. DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS. Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers. Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do PortfoliosLab and Trendlyne both support?

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

Do PortfoliosLab and Trendlyne require subscriptions?

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

Which tool has mobile access?

Trendlyne ships a dedicated mobile experience, while PortfoliosLab focuses on web or desktop access.

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 Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

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