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Portfolio Lab Pricing in 2026: Plans, Limits and Real Costs

Analyst is the best starting point for a solo founder because it supports one brokerage connection and one strategy at $8/mo. Start with Explorer to test strategies, then upgrade when you are ready to trade real money.

Verified 2026-11-09 · official pricing page · Portfolio Lab in the directory

Quick pricing verdict

Starting price
$8/mo for Analyst. Explorer is free forever.
Free plan
Explorer is free forever and supports strategy building and virtual-money testing.
Best plan for most people
Analyst at $8/mo
Plan to avoid first
Quant at $36/mo
Biggest hidden cost
Explorer has limited weekly usage. Analyst includes unlimited usage but allows only 1 brokerage connection and 1 strategy per connected account.
Pricing checked
2026-11-09, against the official page

Portfolio Lab tests strategies with virtual money on Explorer, then places trades in a connected brokerage account when you choose an amount to manage.

Analyst supports real-money stock and ETF strategies at $8/mo. Quant adds leveraged and crypto ETF strategies, more brokerage connections, and more strategies per connected account at $36/mo.

Plans compared

PlanPriceBest forKey limits
ExplorerFree foreverBuilding strategies and testing them with virtual money before using real money.Ready-made and custom strategies across 1,000+ assets; A live paper portfolio; Core metrics and limited weekly usage
Analyst$8/moRunning one stock or ETF strategy with real money in your own brokerage account.Everything in Explorer, plus: Agentic investing, full data: exact position sizes and the trades to place; Deeper analytics and unlimited usage; 1 brokerage connection; 1 strategy per connected account; Deploy stock and ETF strategies in your own brokerage
Quant$36/moManaging multiple accounts and strategies, including leveraged and crypto ETF strategies.Everything in Analyst, plus: Deploy leveraged and crypto ETF strategies in your own brokerage; Full analytics suite; 3 brokerage connections; 5 strategies per connected account

Source: Portfolio Lab pricing page, checked 2026-11-09.

What each plan includes

Explorer

Includes
Ready-made and custom strategies across 1,000+ assets; A live paper portfolio; Core metrics and limited weekly usage
Missing
Real-money brokerage deployment is not included.
Avoid if
You want Portfolio Lab to place trades with real money.
Verdict
Use first to test a strategy with virtual money.

Analyst

Includes
Everything in Explorer, plus: Agentic investing, full data: exact position sizes and the trades to place; Deeper analytics and unlimited usage; 1 brokerage connection; 1 strategy per connected account; Deploy stock and ETF strategies in your own brokerage
Missing
Leveraged and crypto ETF strategies are not listed.
Avoid if
You need more than 1 brokerage connection or 1 strategy per connected account.
Verdict
Best starting paid tier for most people.

Quant

Includes
Everything in Analyst, plus: Deploy leveraged and crypto ETF strategies in your own brokerage; Full analytics suite; 3 brokerage connections; 5 strategies per connected account
Missing
No additional limits are published.
Avoid if
You only need to run one stock or ETF strategy.
Verdict
Choose after you need multiple connections, multiple strategies, or leveraged and crypto ETF strategies.

Add-ons, overages, and surprise costs

Cost itemTriggerPublished amountBilling behaviour
Usage limit on ExplorerUsing ExplorerNot publishedExplorer includes core metrics and limited weekly usage.
Brokerage connection limit on AnalystConnecting more than 1 brokerage account on AnalystNot publishedAnalyst includes 1 brokerage connection.
Strategy limit on AnalystRunning more than 1 strategy per connected account on AnalystNot publishedAnalyst includes 1 strategy per connected account.
Brokerage connection limit on QuantConnecting more than 3 brokerage accounts on QuantNot publishedQuant includes 3 brokerage connections.
Strategy limit on QuantRunning more than 5 strategies per connected account on QuantNot publishedQuant includes 5 strategies per connected account.
Real-money tradingRunning a strategy in your own brokerage account$8 a monthReal-money brokerage trading is part of the Analyst plan.

Source: Platform pricing docs, checked 2026-11-09.

Which plan should you choose?

Solo founder testing a strategy before risking money
Explorer — It is free forever and supports virtual-money testing, ready-made strategies, and custom strategies across 1,000+ assets.
Solo founder ready to run one real-money stock or ETF strategy
Analyst — It costs $8/mo and includes unlimited usage, 1 brokerage connection, and 1 strategy per connected account.
Investor running multiple accounts or strategies
Quant — It includes 3 brokerage connections, 5 strategies per connected account, and leveraged and crypto ETF strategies.

Frequently asked questions

Does Portfolio Lab move my money?
No. Your money stays in your own brokerage account. You connect the account, and Portfolio Lab trades only the amount you set.
Will Portfolio Lab touch my existing holdings?
No. It only trades the shares it buys for you. Everything else in your account stays untouched.
How much of my account does Portfolio Lab manage?
Only the amount you set. You can change it whenever you want.
Which brokerages can I connect?
Robinhood, E*Trade, Webull, Public, tastytrade, and Moomoo, with more on the way.
Does Portfolio Lab store my brokerage login?
No. You sign in through your brokerage's own login. Portfolio Lab says it never sees or stores your login information, and you can disconnect at any time.
Can I test a strategy before using real money?
Yes. You can test any play free with virtual money first.
What happens if I want to stop?
You can pause or disconnect at any time. Stopping never sells anything on its own.

What we read

Every figure on this page was extracted from the vendor's own pricing page at the moment below. The captured text is one click away, so you can check our reading against what they publish today.

Source captured 2026-11-09 16:06 UTC · read the captured text

Pricing change log

What moved since we started tracking this page, newest first. A price that changes silently is the failure mode of every other pricing guide.

  • 2026-11-09First published, extracted from https://portfoliolab.ai/.