Tool Comparison
Portseido vs ProjectionLab
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $8/mo instead of $10.75/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- $10.75/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo, backtesting, and scenario & stress tests.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $10.75/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You want monte carlo, backtesting, and scenario & stress tests.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portseido and ProjectionLab cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and retirement calculator), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to ProjectionLab's 7, including performance attribution, risk metrics, and tax lots / lot optimization, plus a mobile app. ProjectionLab counters by keeping things simpler.
What readers say
Portseido
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ProjectionLab
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Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $10.75/mo
- Broader coverage
- Portseido11 vs 7 categories
- Mobile app
- Portseido
- Real-time data
- Portseido
- Free plan
- Both
What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
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 $8/yr | Free • From $129/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | No |
Integrations | Google Sheets, Broker statement uploads +17 more | JSON import and export, Lunch Money +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Long-term Investors +1 more |
Categories covered | 11 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | — |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | Monte Carlo |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit ProjectionLab |
Standout features
The best features of Portseido and ProjectionLab.ShowHide
Standout features
What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
All details
Every attribute we track for Portseido and ProjectionLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsBondsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersLong-term InvestorsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle East | Not specified |
Coverage details | 31 countriesIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API |
Export formats | Not specified | JSON |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Monte Carlo |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | ProjectionLab LLCSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 100 · portfolios: 1 | Free“Basic” |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | $129/yr≈ $10.75/mo“Premium” |
| Top plan | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 |
| Free trial | 14 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portseido and ProjectionLab?
Portseido leans toward portfolio, data visualizations, and performance attribution, while ProjectionLab puts more weight on retirement calculator, monte carlo, and backtesting. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and ProjectionLab cost?
Good news: both Portseido and ProjectionLab have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portseido or ProjectionLab on my phone?
Portseido lists a dedicated mobile app, so it travels better. ProjectionLab doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portseido or ProjectionLab?
It depends on what you're after. Pick Portseido if performance attribution and risk metrics matter to you; go with ProjectionLab if you'd rather have monte carlo and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Portseido and ProjectionLab cover?
Both cover stocks, ETFs, mutual funds, and real estate. Portseido also handles cryptos. ProjectionLab adds bonds on top.
Does Portseido or ProjectionLab have real-time data?
Portseido offers real-time data, which matters if you trade actively. ProjectionLab runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Are Portseido and ProjectionLab 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.
Can I track my portfolio with Portseido or ProjectionLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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