⚡Stack Radar

Backtesting & Strategy Research · Reviewed 23 Oct 2026

WealthLab

Professional portfolio backtesting and trading strategy platform for Windows.

from $49.95 · free tier · wealth-lab.com ↗

Paid against free › Backtesting & Strategy Research › WealthLab

WealthLab at a glance
20.8KEstimated total trafficModeled monthly visits318Ranking keywordsPublic search sample88/100Technical health15 pages checked1.5KReferring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

WealthLab is a professional portfolio backtesting platform for Windows that lets traders develop, test, and automate trading strategies S1. It solves the problem of evaluating strategies with realistic portfolio context, including shared capital and position sizing S1. Its practical value lies in combining visual building blocks, AI-assisted strategy generation, and broker integration in one workspace S1.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: WealthLab, a professional portfolio backtesting platform S1.
  • Core purpose: Develop, test, and automate trading strategies with realistic portfolio context S1.
  • Intended users: Curious traders and quantitative-minded individuals S1.
  • Product scope: A Windows desktop application with strategy building, backtesting, optimization, and monitoring tools S1.
  • Positioning: Built for curious traders, emphasizing AI-assisted development and professional-grade backtesting S1.
  • Claimed distinction: Combines AI assistance, visual building blocks, and C# coding in one platform S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Traders without coding experienceBuild strategies visually using drag-and-drop Building Blocks S1 S36.
Traders with coding skillsWrite custom strategies and indicators in C# using the WealthLab API S1.
Active tradersMonitor strategies and send orders through supported broker connections S1.
Quantitative researchersUse AI to generate strategies from plain-language ideas and run backtests S36.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Visual strategy buildingDrag-and-drop Building Blocks to create strategies without coding S1 S36.
AI strategy generationDescribe rules in plain language; the AI writes the code and explains its reasoning S36.
Portfolio backtestingRuns strategies on every symbol in sync, bar by bar, accounting for shared capital S36 S1.
Strategy monitoringManages trade signals from multiple strategies in one window, each with its own settings S36.
Broker integrationMonitor strategies, review signals, and send orders through supported broker connections S1.
C# API and extensionsWrite strategies and indicators in C#, extend via documented API and ecosystem S1.
AI assistant connectivityConnect AI modeland other AI assistants via local MCP server and REST API S36.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Interactive BrokersBroker connectionConnect to Interactive Brokers for trading and data S41.
BinanceData and tradingProvides historical cryptocurrency data and supports trading in Spot and Margin accounts S41.
Norgate DataData providerConsumes historical data from a Norgate Data subscription S41.
ThetaDataData providerAccess historical options data including greeks S38.
DiscordWebhookPublish strategy signals to Discord channels via webhooks S41.
AI model / MCPAI interfaceConnect AI modeland other AI assistants via local MCP server and REST API S36.
REST APIAPIAllows scripts and apps to run backtests without the UI S36.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Monthly$49.95 per month, billed monthly S69Platform access S69Not established S69
Annual$399.95 per year, billed yearly S69Platform access; about 40% below monthly S69Not established S69
Premium annual$499.95 per year, billed yearly S69Includes all extensions developed by WealthLab S69Not established S69
Lifetime$1,595 one-time S69Premium benefits; two years of maintenance updates S69After two years, $149.95 per year for updates S69
Free trial14-day free trial S1Full platform access S1No credit card required S1

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
youtube.com214wealth lab
enlightenedstocktrading.com215wealth lab
www2.wealth-lab.com216.5wealth lab
wealthlab.co111wealth lab
wealthlab.com111wealth-lab software
fidelity.com112wealth-lab software
linkedin.com113wealth-lab software
elitetrader.com114wealth lab
en.wikipedia.org114wealth-lab software
turtletrader.com115wealth-lab software

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.4%

Scout traffic model did not return a separate AI-referral trend series for this domain.

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
featuresAI helps you build. Backtesting helps you evaluate.https://wealth-lab.com/
featuresAI-powered Strategy development: describe your rules in plain language and let the built-in Strategy Generator AI write the codehttps://wealth-lab.com/Software/Features
featuresLet the AI search the web for Strategy ideas that match your prompthttps://wealth-lab.com/Software/Features
featuresAsk the AI for suggested symbol lists when creating DataSetshttps://wealth-lab.com/Software/Features
featuresBuilt-in local MCP server and REST API let Claude and other AI assistants, scripts and apps run backtests in WealthLab without the user interfacehttps://wealth-lab.com/Software/Features
featuresAn AI Co-Pilot is integrated into WealthLab's Helphttps://wealth-lab.com/Software/Features
featuresDevelop, test, and automate trading strategies with professional portfolio backtesting, powerful optimization tools, and AI-assisted strategy development.https://wealth-lab.com/
featuresBuild visually. Write C#. Or work with AI. Your choice.https://wealth-lab.com/
features02 / AI ASSISTEDhttps://wealth-lab.com/
featuresExplore ideas with the AI Strategy Generator and connect Claude through MCP to assist with strategy development and backtesting.https://wealth-lab.com/
featuresAI helps you build. Backtesting helps you evaluate.https://wealth-lab.com/
featuresReview the AI’s reasoning, refine the resultshttps://wealth-lab.com/Software/Features
featuresLet AI run backtests and analyze resultshttps://wealth-lab.com/Software/Features
featuresStrategy Generator AI (plain English)https://wealth-lab.com/Software/Features

These are first-party product claims, not independent measurements of AI-search visibility.

15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Striking-distance keywordMove “norgate data” from position 4 toward the top three.Volume 390 · https://www.wealth-lab.com/extension/detail/Norgate
Important pageStrengthen the page already earning search visibility before creating an unrelated page.https://www.wealth-lab.com/extension/detail/Norgate · 1 sampled keywords · best position 4
Competitor gapReview the sampled queries where youtube.com appears.2 first-page appearances across wealth lab

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

No citation-grounded independent review links were found.

Customer proof

No named customers, testimonials, or customer case studies were found.

Independent mentions

  • WealthLab - Anatomy of a Wealth-Lab Strategy — A Strategy in Wealth-Lab Versions 7 and 8 is best known for containing rules about when to buy or sell a stock, crypto, or some other financial instrument, based on its historical price data. You create a Strategy by either coding it yourself in the C# programming ... The Wealth-Lab framework is based on Microsoft's.NET Core framework, and technically-speaking, a Wealth-Lab Strategy is a .NET class that derives from the StrategyBase class, which is defined in the WealthLab.Backtest assembly. ...
  • Wealth Lab®: Technical Analysis Software & Trading Platform - Portfolio backtesting software, stock charting, strategy scripts and much more... — Wealth Lab®: Technical Analysis Software & Trading Platform - Portfolio backtesting software, stock charting, strategy scripts and much more... ... . After this date, the WL6 subdomain/server will be shut down and logins
  • Interacting Dynamically with Portfolio Level Equity - Wealth-Lab Wiki — portfolio level testing. But this type of backtest applies position sizing rules to a set of fixed trading system signals ... in this problem. Our solution is based on an undocumented, internal Wealth-Lab class designed to execute trading Strategies
  • The way WL does portfolio testing - has it changed since 2014? - Wealth Lab Forum — 's backtesting engine is not event-driven. It still processes the data symbol by symbol, bar by bar in Raw Profit mode and then applies the position sizing overlay to arrive at a portfolio simulation. (The RE method
  • Creating a PosSizer in Wealth-Lab Pro — order to use more complex position sizing methods, PosSizers can be used. A PosSizer is a a .NET class the derives from the PosSizer base class. It contains a ... to specify the exact logic to use to establish the size of each Position in a backtest.
  • Portfolio level backtesting and custom index creation - Wealth Lab Forum — . We gave an example of this years ago in Version 4: Performing Symbol Rotation in a ChartScript, and, in Version 5, it's included with the installation along with a handful of other strategies. Version 5 doesn't have an optimizer yet (although in V5 you
  • Wealth-Lab Wiki - Wealth-Lab Wiki — ## With Multi-Currency support you can run Meta-Strategies on international markets with different currencies. Auto-Trade Stocks, Futures, Forex, Cryptos, and yes, even Options! Let the Strategy Genetic Evolver create Apex Strategies while you sleep!
  • Interacting Dynamically with Portfolio Level Equity - Wealth-Lab Wiki — portfolio level testing. But this type of backtest applies position sizing rules to a set of fixed trading system signals ... in this problem. Our solution is based on an undocumented, internal Wealth-Lab class designed to execute trading Strategies

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipNot published on the collected pages.—
Contact and supportThis Privacy Statement sets out our privacy policy and explains what we do with the personal information that we collect from you. Please read the following to understand our practices regarding personal information, andsource
Legal and privacyThis Privacy Statement sets out our privacy policy and explains what we do with the personal information that we collect from you. Please read the following to understand our practices regarding personal information, andsource
Security and complianceOrders placed with us for the WealthLab client application or other WealthLab products will require additional personal information, including credit card information with billing address. This information will be processource
Uptime and status pageNot published on the collected pages.—
Domain registered2000-05-31—
Domain expires2031-05-31—

Not found on the collected pages: company and ownership, uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Contact and supportSupportPublic contact and support channel. (source)Not dated
Product FAQFAQAnswers common product, workflow, pricing, privacy, ownership, API, and team questions. (source)Not dated
WealthLab - BlogChangelogPublic product change history. (source)Not dated

Not found in the collected public sources: public roadmap, status page, separate help center or knowledge base.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Windows desktop application S1.S1
Platforms and appsWindows 10/11, 64-bit S66.S66
API and extensibility (API, SDK, webhooks, MCP, plugins)Offers C# API, REST API, local MCP server, and extension ecosystem S1 S36.S1
Data ownership and exportNot published on the collected pages.—
Performance and reliability claimsNot published on the collected pages.—
Release activityWealthLab 9 is the current version, with discussions referencing build B8 S38.S38
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2000-05-31 — Moniker Online Services LLC
Domain expires2031-05-31
First archived2000-11-09 — web archive
TLS certificateSectigo Limited, valid, expires 2027-01-21
Security headersHSTS
Headers not servedCSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headerMicrosoft-IIS/10.0
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns4-05.azure-dns.info, ns1-05.azure-dns.com
21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 88/100
  • Critical issues: 0
  • Warnings: 23
  • Notices: 33

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed243https://wealth-lab.com/
warningPage should have one primary H12https://wealth-lab.com/
noticeImages are missing alt text1https://wealth-lab.com/
noticeMeta description length should be reviewed243https://wealth-lab.com/Software/SubscriptionPlans
warningPage should have one primary H12https://wealth-lab.com/Software/SubscriptionPlans
noticeImages are missing alt text1https://wealth-lab.com/Software/SubscriptionPlans
noticeMeta description length should be reviewed243https://wealth-lab.com/Strategy
warningPage should have one primary H12https://wealth-lab.com/Strategy
noticeImages are missing alt text1https://wealth-lab.com/Strategy
noticeMeta description length should be reviewed243https://wealth-lab.com/Extension
noticeImages are missing alt text56https://wealth-lab.com/Extension
noticeMeta description length should be reviewed243https://wealth-lab.com/Discussions
noticeImages are missing alt text1https://wealth-lab.com/Discussions
noticeMeta description length should be reviewed243https://wealth-lab.com/Support/Faq
noticeImages are missing alt text1https://wealth-lab.com/Support/Faq
noticeMeta description length should be reviewed243https://wealth-lab.com/Blog
warningPage should have one primary H12https://wealth-lab.com/Blog
noticeImages are missing alt text18https://wealth-lab.com/Blog
noticeMeta description length should be reviewed243https://wealth-lab.com/Login
noticeLow visible word count49https://wealth-lab.com/Login
noticeImages are missing alt text2https://wealth-lab.com/Login
noticeMeta description length should be reviewed243https://wealth-lab.com/SignUp
noticeLow visible word count67https://wealth-lab.com/SignUp
noticeImages are missing alt text2https://wealth-lab.com/SignUp
noticeMeta description length should be reviewed243https://wealth-lab.com/Software/Features
noticeImages are missing alt text1https://wealth-lab.com/Software/Features
noticeMeta description length should be reviewed243https://wealth-lab.com/Software/Download
warningPage should have one primary H12https://wealth-lab.com/Software/Download
noticeImages are missing alt text1https://wealth-lab.com/Software/Download
noticeMeta description length should be reviewed243https://wealth-lab.com/Support/Concierge
noticeImages are missing alt text3https://wealth-lab.com/Support/Concierge
noticeMeta description length should be reviewed243https://wealth-lab.com/Terms
warningPage should have one primary H12https://wealth-lab.com/Terms
noticeImages are missing alt text1https://wealth-lab.com/Terms
noticeMeta description length should be reviewed243https://wealth-lab.com/Risk
warningPage should have one primary H12https://wealth-lab.com/Risk
noticeLow visible word count96https://wealth-lab.com/Risk
noticeImages are missing alt text1https://wealth-lab.com/Risk
noticeMeta description length should be reviewed243https://wealth-lab.com/Privacy
warningPage should have one primary H12https://wealth-lab.com/Privacy
noticeImages are missing alt text1https://wealth-lab.com/Privacy
warningDuplicate meta description in audit sample15https://wealth-lab.com/
warningDuplicate meta description in audit sample15https://wealth-lab.com/Software/SubscriptionPlans
warningDuplicate meta description in audit sample15https://wealth-lab.com/Strategy
warningDuplicate meta description in audit sample15https://wealth-lab.com/Extension
warningDuplicate meta description in audit sample15https://wealth-lab.com/Discussions
warningDuplicate meta description in audit sample15https://wealth-lab.com/Support/Faq
warningDuplicate meta description in audit sample15https://wealth-lab.com/Blog
warningDuplicate meta description in audit sample15https://wealth-lab.com/Login
warningDuplicate meta description in audit sample15https://wealth-lab.com/SignUp
warningDuplicate meta description in audit sample15https://wealth-lab.com/Software/Features
warningDuplicate meta description in audit sample15https://wealth-lab.com/Software/Download
warningDuplicate meta description in audit sample15https://wealth-lab.com/Support/Concierge
warningDuplicate meta description in audit sample15https://wealth-lab.com/Terms
warningDuplicate meta description in audit sample15https://wealth-lab.com/Risk
warningDuplicate meta description in audit sample15https://wealth-lab.com/Privacy

Crawled pages

StatusTitleH1sWordsResponseURL
200WealthLab - Professional Portfolio Backtesting Platform2729311 mshttps://wealth-lab.com/
200WealthLab - Subscription Plans for WealthLab2312326 mshttps://wealth-lab.com/Software/SubscriptionPlans
200WealthLab - Published Strategies2123890 mshttps://wealth-lab.com/Strategy
200WealthLab - Extensions11799361 mshttps://wealth-lab.com/Extension
200WealthLab - Discussions1905918 mshttps://wealth-lab.com/Discussions
200WealthLab - FAQ12805576 mshttps://wealth-lab.com/Support/Faq
200WealthLab - Blog2569152 mshttps://wealth-lab.com/Blog
200WealthLab - Log in14972 mshttps://wealth-lab.com/Login
200WealthLab - Sign Up16780 mshttps://wealth-lab.com/SignUp
200WealthLab - Advanced Features for backtesting and trading11624310 mshttps://wealth-lab.com/Software/Features
200WealthLab - WealthLab 9 Download2332314 mshttps://wealth-lab.com/Software/Download
200WealthLab - WealthLab Concierge Support Services136072 mshttps://wealth-lab.com/Support/Concierge
200WealthLab - Terms of Use22908483 mshttps://wealth-lab.com/Terms
200WealthLab -29671 mshttps://wealth-lab.com/Risk
200WealthLab - Privacy Policy21057218 mshttps://wealth-lab.com/Privacy

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct41.3%
search25.8%
search organic23.4%
search paid2.4%
social5.3%
social organic4.4%
social paid0.9%
referrals11.2%
paid referrals5.8%
mail4.1%
gen ai1.4%
affiliate5.1%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitor products by name. Evidence gaps include lack of detailed pricing for extensions, no customer counts, and no independent review ratings. Open questions remain about data ownership, security certifications, and uptime guarantees.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 14 collected pages from wealth-lab.com, including the homepage, features, pricing, download, FAQ, discussions, and extensions pages. Static and browser rendering rendering were used; external proof search was performed but only verified existence of results, not content. Limitations include potential missing pages and unverified user claims from discussions.

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