Portfolio123
Closest replacementBest for: Rules-based investors looking for point-in-time stock and ETF simulations.
- Portfolio123 best matches the base workflow on fundamental research, charting and technical analysis, and API and market data.
- Portfolio123 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free Manage module is separate from paid Research, API, and DataMiner access.
Watch for: Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.