★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
PortfoliosLab vs Wealthfolio
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You want an API so you can script or automate things
- You care about watchlist, backtesting, and correlation, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You want the cheaper way in: plans start at $3.99/mo instead of $8.33/mo
- You do a lot of your research from your phone
- You care about monte carlo, retirement calculator, and broker connectors, things PortfoliosLab doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
PortfoliosLab and Wealthfolio cover a lot of the same ground (4 shared categories, including portfolio, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Wealthfolio's 8, including watchlist, backtesting, and correlation. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
PortfoliosLab
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $8.33/mo
- Broader coverage
- PortfoliosLab17 vs 8 categories
- Mobile app
- Wealthfolio
- Desktop app
- Wealthfolio
- API access
- PortfoliosLab
- Broker sync
- Wealthfolio
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 17 | 8 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit PortfoliosLab | Visit Wealthfolio |
Where each one shines
What PortfoliosLab and Wealthfolio each do best.ShowHide
Where each one shines
What PortfoliosLab and Wealthfolio each do best.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/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for PortfoliosLab and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | CSVBrokerOAuthManual |
Integrations | MCPChatGPTClaude | SnapTradeDocker |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | PortfoliosLabSupport: Email | Teymz Inc.Country: CanadaSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | $12.99/mo“Connect Duo”institution connections: 12 |
Questions we keep getting
What's the difference between PortfoliosLab and Wealthfolio?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Wealthfolio cost?
Good news: both PortfoliosLab and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use PortfoliosLab or Wealthfolio on my phone?
Wealthfolio lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does PortfoliosLab or Wealthfolio have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Wealthfolio?
It depends on what you're after. Pick PortfoliosLab if watchlist and backtesting matter to you; go with Wealthfolio if you'd rather have monte carlo and retirement calculator. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and cryptos. PortfoliosLab also handles funds. Wealthfolio adds bonds, real estate, and other on top.
Can I export data from PortfoliosLab and Wealthfolio?
Wealthfolio exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Wealthfolio connect to my broker?
Wealthfolio syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Are PortfoliosLab and Wealthfolio 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 Wealthfolio?
PortfoliosLab has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.