Portfolio123
Closest replacementBest for: Rules-based investors looking for point-in-time stock and ETF simulations.
- Portfolio123 best matches the base workflow on quant research, factor screening, and financial data API.
- Portfolio123 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.