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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.

About

R0Y is an AI-native investing platform designed to help users analyze financial markets and build customized trading dashboards using natural language instead of manual tools. It allows users to describe the type of market view or analysis they want, and it automatically generates a live, fully functional dashboard with charts, data, and signals in real time. It eliminates the need for spreadsheets, multiple tabs, or complex financial software by centralizing research, visualization, and execution into a single interface. Users can explore stocks, crypto, earnings data, macro trends, and investment strategies by simply asking questions, with the system instantly transforming those inputs into structured insights and visualizations. It includes features such as customizable widgets, real-time data tracking, and dynamic dashboards that adapt to the user’s workflow, allowing for flexible and personalized analysis.

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

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

Audience

Retail investors, traders, and finance enthusiasts who want to analyze markets and build real-time trading dashboards using AI instead of manual tools

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

$7.99 per month
Free Version
Free Trial

Pricing

$20 per month
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com

Company Information

R0Y
Founded: 2025
United States
www.r0y.xyz/

Alternatives

Alternatives

Fey

Fey

Fey.com
Diversiview

Diversiview

LENSELL
StockCharts

StockCharts

StockCharts.com
 FastTrack

FastTrack

Investors FastTrack

Categories

Categories

Integrations

Charles Schwab
Coinbase
Robinhood
Webull
moomoo

Integrations

Charles Schwab
Coinbase
Robinhood
Webull
moomoo
Claim PortfoliosLab and update features and information
Claim PortfoliosLab and update features and information
Claim R0Y and update features and information
Claim R0Y and update features and information