Unlock pro-level of investing now
Plus
Enhanced features and tools designed for practitioner investors
6.66
7.99
5 watchlists
5 private portfolios
100 holdings per portfolio
200 calculations per month
40+ years of historical data
Advanced risk metrics
Ad free
Pro
Unlock limitless features tailored to meet the needs of sophisticated investors
15.83
19.00
10 watchlists
Unlimited private portfolios
500 holdings per portfolio
Unlimited monthly calculations
Export screener results
Import you own data
Priority support
Enterprise
Tailored solutions for wealth managers, family offices, and financial institutions
Contact us for a custom quote based on your needs and team size
Unlimited watchlists
White-label reports & dashboards
API & data feed integration
Custom compliance reports
Migration and onboarding support
Priority feature requests
Free
Gain free access to a wide range of professional-grade financial tools
1 watchlist
100 symbols per watchlist
15 holdings per portfolio
10 calculations per month
5 years of historical data
0.00
Gain free access to a wide range of professional-grade financial tools
1 watchlist
100 symbols per watchlist
15 holdings per portfolio
10 calculations per month
5 years of historical data
Available on every plan
Analyze market trends, stocks, funds, and any other data for the past 40+ years.
Portfolio Optimization
Grow your portfolio's earnings and keep risks low using:
Backtesting
Asset correlations
Risk parity models
Investment Analysis Tools
Reduce the risk of your portfolio's value dropping. Make informed decisions and use:
Risk analysis
Performance analysis
Asset correlations
Factor models
Portfolio Tracking
Track portfolio performance more precisely and explore the strategies of other investors with:
Static portfolios
Transactional portfolios
Public user portfolios
Screeners
Search and analyze stocks and funds based on various financial, analytical, and technical indicators via:
Stock Screener
ETF Screener
Fund screener
Compare plans
Free
Plus
Pro
Enterprise
Public user portfolios
Private user portfolios
Portfolio holdings
Static Portfolios
Transactional Portfolios
Benchmark Against Symbols
Advanced Portfolio Rebalancing
Benchmark Against Portfolios
Bring Your Own Data
White-label reports & dashboards
Mean-Variance Optimization (MVO)
Risk Parity (RP)
Hierarchical Risk Parity (HRP)
Hierarchical Equal Risk Contribution (HERC)
Backtesting
Reoptimize Frequency
Watchlists
Symbols per watchlist
Watchlist Export
Stock Screener
ETF Screener
Mutualfund Screener
Advanced Risk Metrics
Screener Results Export
Shareable Screener Snapshots
Calculations per month
Performance Analysis
Risk Analysis
Asset Correlation
Factor Model
Historical Data
Extended Lookback Periods
Advanced Tool Settings
Calculation Results Export
Custom Risk Metrics
Community support
Email support
Priority feature requests
Ad free
API access
Frequently asked questions
You can create a free PortfoliosLab account and start using the service without any obligations. Upgrade your plan whenever you need
To find invoices go to your account settings and click "Manage Subscription and invoices":
We accept all major credit and debit cards. All transactions are secure and processed through the Stripe platform
Upgrading your plan: your account will be upgraded and charges will be applied immediately. The amount due will be reduced based on the percentage of the billing cycle remaining at the time of the plan change.
Downgrading your plan: your account will be downgraded immediately. Any unused credit will be added to your balance and applied to future invoices.
Your subscription, whether annual or monthly, will automatically renew until canceled. To cancel your subscription, go to your account settings and click "Manage Subscription". After canceling, you will still have access to all paid the features until the end of your current billing cycle.