Tool Comparison
ProjectionLab vs Sharpely
- Paid from
- $129/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want retirement calculator, monte carlo, and scenario & stress tests.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want screeners, stock comparison, and ETF comparison.
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr, billed annually · Web
- You want retirement calculator, monte carlo, and scenario & stress tests.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Sharpely if
Sharpely
Free • Contact for pricing · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ProjectionLab and Sharpely cover a lot of the same ground (3 shared categories, backtesting, portfolio, and data visualizations), so for the basics you won't go far wrong with either. ProjectionLab includes retirement calculator and monte carlo, and Sharpely includes screeners and stock comparison.
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ProjectionLab
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Sharpely
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Key differences at a glance
- Mobile app
- Sharpely
- Free trial
- ProjectionLab7 days
- Asset coverage
- ProjectionLabAdds bonds
- Free plan
- Both
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.
What Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
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 $129/yr, billed annually | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 | 26 limits: Free: backtests per day: 1, Free: backtests per month: 5 +24 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | JSON import and export, Lunch Money +3 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 9 |
Regions | — | APAC |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | — | RRG Research |
Capabilities | Monte Carlo | 8 signals: Custom formulas, Ranking backtests +6 more |
| Try it | Visit ProjectionLab | Visit Sharpely |
Standout features
The best features of ProjectionLab and Sharpely.ShowHide
Standout features
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.
What Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
All details
Every attribute we track for ProjectionLab and Sharpely.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsReal EstateOther | StocksETFsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsFinancial Advisors | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | Not specified | APAC |
Coverage details | Not specified | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | RRG Research |
| Access & integrations | ||
Import methods | Manual | Manual |
Integrations | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API | Not specified |
Export formats | JSON | Excel |
| Plans & trust | ||
Capability signals | Monte Carlo | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | ProjectionLab LLCSupport: Email | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic” | Freebacktests per day: 1 · backtests per month: 5 · +2 more |
| Entry paid plan | $129/yrBilled annually≈ $10.75/mo“Premium” | SubscriptionBilled monthly“Pro — monthly”saved screens: 10 · alerts: 20 · +4 more |
| Tier 2 | $549/yrBilled annually≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 | SubscriptionBilled annually“Pro — annual”saved screens: 10 · alerts: 20 · +4 more |
| Tier 3 | — | SubscriptionBilled monthly“Black — monthly”alerts: 30 · watchlists: 10 · +3 more |
| Top plan | — | SubscriptionBilled annually“Black — annual”alerts: 30 · watchlists: 10 · +3 more |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ProjectionLab and Sharpely?
ProjectionLab leans toward retirement calculator, monte carlo, and backtesting, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do ProjectionLab and Sharpely cost?
Good news: both ProjectionLab and Sharpely have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ProjectionLab or Sharpely on my phone?
Sharpely 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 ProjectionLab or Sharpely?
It depends on what you're after. Pick ProjectionLab if retirement calculator and monte carlo matter to you; go with Sharpely if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do ProjectionLab and Sharpely cover?
Both cover stocks, ETFs, mutual funds, and real estate. ProjectionLab also handles bonds.
Can I export data from ProjectionLab and Sharpely?
Sharpely exports to Excel. ProjectionLab is stingier about getting data out.
Which has a better stock screener: ProjectionLab or Sharpely?
Sharpely has a stock screener for surfacing ideas; ProjectionLab doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ProjectionLab or Sharpely?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.