YCharts is the closest drop-in replacement with overlapping coverage in Screeners, Portfolio, and Correlation while adding Stock Comparison and ETF Comparison coverage and Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. and Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. features (category overlap ~70%).
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Programmatic picks
Alternatives to Portfolio123
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Portfolio123 against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through okama, PortfoliosLab, Trendlyne, Fiscal.ai, GuruFocus, TradingView, Unusual Whales, FINVIZ, ORTEX, Stock Rover, ETF Action, MacroMicro, QuantRocket, StockCharts, MarketInOut, ETF Insider, Koyfin, and Seeking Alpha for side-by-side testing.
Need mobile access? Trendlyne, Fiscal.ai, and GuruFocus bring phone-ready workflows that Portfolio123 lacks.
Round out your stack with new coverage areas like Stock Comparison, ETF Comparison, Watchlist, and Risk Metrics (VaR/ES/Drawdown).
Similarity score 1354
Category overlap: 70%Shared coverage
Screeners
Portfolio
Correlation
APIs & SDKs
Data APIs
Broker Connectors
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Watchlist coverage beyond what Portfolio123 offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Calendar.
Adds coverage: Stock Comparison, ETF Comparison, Watchlist, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1222
Category overlap: 60%Shared coverage
Quant
Backtesting
Portfolio
Correlation
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free
Why investors switch
- Expands into Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance coverage beyond what Portfolio123 offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Portfolio123 if you still need Screeners, Calendar, and APIs & SDKs.
Adds coverage: Risk Metrics (VaR/ES/Drawdown), Monte Carlo, ETF Performance, and Inflation Rates
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1204
Category overlap: 60%Shared coverage
Screeners
Quant
Backtesting
Portfolio
Correlation
APIs & SDKs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Watchlist, and Stock Comparison coverage beyond what Portfolio123 offers.
- Standout features include Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
- Pair it with Portfolio123 if you still need Calendar, Data APIs, and Broker Connectors.
Adds coverage: ETF Screeners, Watchlist, Stock Comparison, and ETF Comparison
Standout features: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators., and Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Similarity score 1164
Category overlap: 60%Shared coverage
Screeners
Backtesting
Portfolio
Calendar
Broker Connectors
Data Visualizations
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Portfolio123 offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Portfolio123 if you still need Quant, Correlation, and APIs & SDKs.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
#5 Alternative
Similarity score 1162
Category overlap: 60%Shared coverage
Screeners
Quant
Backtesting
Portfolio
APIs & SDKs
Data APIs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Performance Attribution, Scenario & Stress Tests, and Alerts coverage beyond what Portfolio123 offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with Portfolio123 if you still need Correlation, Calendar, and Broker Connectors.
Adds coverage: Performance Attribution, Scenario & Stress Tests, Alerts, and News
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 1122
Category overlap: 50%Shared coverage
Screeners
Portfolio
Calendar
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Watchlist, and Alerts coverage beyond what Portfolio123 offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Correlation.
Adds coverage: Stock Comparison, Watchlist, Alerts, and Dividends
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1122
Category overlap: 50%Shared coverage
Screeners
Backtesting
Portfolio
Calendar
APIs & SDKs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Investor Holdings coverage beyond what Portfolio123 offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Portfolio123 if you still need Quant, Correlation, and Data APIs.
Adds coverage: Stock Ideas, Stock Comparison, Investor Holdings, and US Government Trades
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1122
Category overlap: 50%Shared coverage
Screeners
Backtesting
Portfolio
Calendar
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Desktop
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Ideas, and Options & Derivatives coverage beyond what Portfolio123 offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Portfolio123 if you still need Quant, Correlation, and APIs & SDKs.
Adds coverage: ETF Screeners, Stock Ideas, Options & Derivatives, and Watchlist
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1122
Category overlap: 50%Shared coverage
Screeners
Portfolio
Calendar
APIs & SDKs
Data APIs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Unusual Whales adds mobile access for on-the-go monitoring.
- Expands into Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange coverage beyond what Portfolio123 offers.
- Standout features include Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Correlation.
Adds coverage: Options & Derivatives, Paper Trading, Dark Pool & Off-Exchange, and Alerts
Standout features: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals., and Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Similarity score 1110
Category overlap: 50%Shared coverage
Screeners
Backtesting
Portfolio
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, News, and Alerts coverage beyond what Portfolio123 offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Portfolio123 if you still need Quant, Correlation, and Calendar.
Adds coverage: Watchlist, News, Alerts, and Financials
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1108
Category overlap: 50%Shared coverage
Screeners
Quant
Calendar
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- ORTEX adds mobile access for on-the-go monitoring.
- Expands into Short Interest, Insider Data, and Index Rebalancing coverage beyond what Portfolio123 offers.
- Standout features include Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Pair it with Portfolio123 if you still need Backtesting, Portfolio, and Correlation.
Adds coverage: Short Interest, Insider Data, Index Rebalancing, and Money Flow
Standout features: Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., and Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Similarity score 1094
Category overlap: 50%Shared coverage
Screeners
Portfolio
Correlation
Calendar
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Portfolio123 offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and APIs & SDKs.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Monte Carlo
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1088
Category overlap: 50%Shared coverage
Screeners
Backtesting
Portfolio
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Portfolio123 offers.
- Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
- Pair it with Portfolio123 if you still need Quant, Correlation, and Calendar.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Fundamentals
Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Similarity score 1088
Category overlap: 50%Shared coverage
Backtesting
Correlation
Calendar
Data APIs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what Portfolio123 offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with Portfolio123 if you still need Screeners, Quant, and Portfolio.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and GDP
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 1087
Category overlap: 63%Shared coverage
Screeners
Quant
Backtesting
Data APIs
Broker Connectors
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Auto-Trading & Bots, Advanced Order Types, and Paper Trading coverage beyond what Portfolio123 offers.
- Standout features include Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..
- Pair it with Portfolio123 if you still need Portfolio, Correlation, and Calendar.
Adds coverage: Auto-Trading & Bots, Advanced Order Types, and Paper Trading
Standout features: Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets., and Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
Similarity score 1074
Category overlap: 56%Shared coverage
Screeners
Portfolio
Calendar
Broker Connectors
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- StockCharts adds mobile access for on-the-go monitoring.
- Expands into Alerts, Watchlist, and Options coverage beyond what Portfolio123 offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Correlation.
Adds coverage: Alerts, Watchlist, Options, and Scores
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 1039
Category overlap: 71%Shared coverage
Screeners
Backtesting
Portfolio
Correlation
APIs & SDKs
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist and Alerts coverage beyond what Portfolio123 offers.
- Standout features include Multi-market stock screener covering 35+ exchanges, with both technical and fundamental criteria. Filters can be applied by exchange, sector, industry, index, or watchlist. Timeframes include hourly, daily, weekly, and monthly, with per-stock Excel exports., Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported., and Formula Screener allows custom queries with AND/OR/NOT logic, multi-timeframe conditions, historical/range screening, index and ticker references, and regime filters..
- Pair it with Portfolio123 if you still need Quant, Calendar, and Data APIs.
Adds coverage: Watchlist and Alerts
Standout features: Multi-market stock screener covering 35+ exchanges, with both technical and fundamental criteria. Filters can be applied by exchange, sector, industry, index, or watchlist. Timeframes include hourly, daily, weekly, and monthly, with per-stock Excel exports., Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported., Formula Screener allows custom queries with AND/OR/NOT logic, multi-timeframe conditions, historical/range screening, index and ticker references, and regime filters., and Email or Telegram alerts for screener matches, with scheduled delivery options. SMS delivery is not guaranteed.
Similarity score 966
Category overlap: 40%Shared coverage
Portfolio
Correlation
APIs & SDKs
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Overview, ETF Performance, and ETF Holdings coverage beyond what Portfolio123 offers.
- Standout features include Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- Pair it with Portfolio123 if you still need Screeners, Quant, and Backtesting.
Adds coverage: ETF Overview, ETF Performance, ETF Holdings, and ETF Factors
Standout features: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., and ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Similarity score 950
Category overlap: 40%Shared coverage
Screeners
Portfolio
Calendar
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, News, and Alerts coverage beyond what Portfolio123 offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Correlation.
Adds coverage: ETF Screeners, News, Alerts, and Financials
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 950
Category overlap: 40%Shared coverage
Screeners
Portfolio
Calendar
Data Visualizations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and Watchlist coverage beyond what Portfolio123 offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Portfolio123 if you still need Quant, Backtesting, and Correlation.
Adds coverage: ETF Screeners, Stock Comparison, Watchlist, and News
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×17
Screeners×17
Data Visualizations×14
Backtesting×11
Calendar×11
Data APIs×10
APIs & SDKs×7
Correlation×7
New angles introduced
Categories the alternatives add beyond Portfolio123.
Alerts+14
Watchlist+13
News+11
ETF Overview+10
Financials+10
ETF Holdings+9
Transcripts+8
Dividends+7
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 13 tested
9 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
53%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Portfolio123?
Portfolio123 users most often consider YCharts, okama, and PortfoliosLab as their go-to alternatives.
Which alternatives keep a free tier?
okama, PortfoliosLab, Trendlyne, Fiscal.ai, GuruFocus, TradingView, Unusual Whales, FINVIZ, ORTEX, Stock Rover, ETF Action, MacroMicro, QuantRocket, StockCharts, MarketInOut, ETF Insider, Koyfin, and Seeking Alpha offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Portfolio123 alternatives cover?
Expect deep coverage across APIs & SDKs, Backtesting, Broker Connectors, Calendar, Correlation, Data APIs, Data Visualizations, Portfolio, Quant, and Screeners, so you can port most Portfolio123 workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.