PortfoliosLab vs PortfolioPilot
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick PortfoliosLab for stock screener plus MCP / AI connector. Pick PortfolioPilot for AI chat assistant plus broker connection.
Key differences
- Cheaper paid plan: PortfoliosLab ($10/mo vs $20/mo)
- AI chat assistant: PortfolioPilot (Only PortfolioPilot has it)
- MCP / AI connector: PortfoliosLab (Only PortfoliosLab has it)
- Broker connection: PortfolioPilot (Only PortfolioPilot has it)
Pick PortfoliosLab if
- You scan the market with filters every day
- You want it inside Claude or ChatGPT
- Analyzing portfolio risk and ratios
- Comparing stocks and ETFs
Pick PortfolioPilot if
- You want to ask an AI questions in plain English
- You want it linked to your broker
- Net worth and portfolio tracking
- Tax loss harvesting help
Side by side
| Feature | PortfoliosLab | PortfolioPilot |
|---|---|---|
| Starting price | Free, paid from $10/mo | Free, paid from $20/mo |
| Free plan | Yes | Yes |
| Stock screener | Yes | No |
| Broker connection | No | Yes |
| AI chat assistant | No | Yes |
| Fundamentals | Yes | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
| MCP / AI connector | Yes | No |
Plans
PortfoliosLab
- Free: Free
- Plus: $10/mo or $100/yr
- Pro: $25/mo or $250/yr
- Max: $90/mo or $900/yr
PortfolioPilot
- Free: Free
- Gold: $20/mo annual or $29/mo monthly
- Platinum: $49/mo annual or $99/mo monthly
- Pro: $99/mo annual or $149/mo monthly
Questions people ask
What is the main difference between PortfoliosLab and PortfolioPilot?
Pick PortfoliosLab for stock screener plus MCP / AI connector. Pick PortfolioPilot for AI chat assistant plus broker connection.
Which is cheaper, PortfoliosLab or PortfolioPilot?
PortfoliosLab has the cheaper paid plan: $10/mo for PortfoliosLab vs $20/mo for PortfolioPilot (monthly equivalent, checked Oct 2026).
Do PortfoliosLab or PortfolioPilot have a free plan?
Both have a free plan.
Which is better for beginners?
PortfolioPilot is the friendlier start.
Which has better AI features?
They are level on AI depth (1 AI features each). PortfoliosLab: MCP / AI connector. PortfolioPilot: AI chat assistant.
Can I connect PortfoliosLab or PortfolioPilot to ChatGPT or Claude?
PortfoliosLab offers an MCP server or official AI connector.
Is PortfoliosLab or PortfolioPilot better for active trading?
PortfoliosLab has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both PortfoliosLab and PortfolioPilot?
It can make sense. They overlap on only 3 core features, so one can fill gaps the other leaves.