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About

Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term​. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.

About

​PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors seeking a platform to get stock recommendations, manage their portfolio and visualize charts

Audience

Independent financial advisors interested in a solution to analyze, optimize, and present client portfolios with professional-grade insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$67.23 per year
Free Version
Free Trial

Pricing

$7.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 2.5 / 5
features 3.0 / 5
design 2.0 / 5
support 2.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Nothing. They have no knowledge about stock. But recommend every day. If the stock is falling they will remove the recommendation.
  • Stocks are analysed extensively, and the ratings system is excellent. It helps you to choose your own stocks, and they guide you continuously. which stocks to keep, and which to be replaced. You have the option to generate model portfolios, aggressive, moderate or conservative. If you strictly follow their suggestions, you are 80 % sure of making good money during normal times.

Cons

  • They give useless recommendation. You will realise it slowly. Don't lose your hard earned money.. Pl go to other stock recommendation like Univest..
  • The site is excellent in helping common man invest and make good money. My only complaint is the amount they are charging. Collecting 1.25 %, plus GST etc is certainly on the high side. Cost of establishment may be high, but they can consider.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MarketsMojo
India
www.marketsmojo.com/mojo/mpcombo

Company Information

PortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim MarketsMojo and update features and information
Claim MarketsMojo and update features and information
Claim PortfoliosLab and update features and information
Claim PortfoliosLab and update features and information