Which platforms should you compare to Portfolio123 first?

GuruFocus, Simply Wall St, MarketXLS align closest with Portfolio123 across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. GuruFocus, Simply Wall St, Fiscal.ai, and others keep freemium access, so you can benchmark Portfolio123 without a paid commitment.

Which comparisons highlight mobile access?

Portfolio123 goes head-to-head with GuruFocus, Simply Wall St, TradingView for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Sunday, January 18, 2026

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Matchup hub

Compare Portfolio123

Every head-to-head showdown featuring Portfolio123. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

GuruFocus overlaps on Screeners, Data Visualizations, and Stock Ideas and pushes into Stock Comparison and Investor Holdings with Portfolio123 and is the quickest matchup to review first.

GuruFocus, Simply Wall St, and Fiscal.ai keep freemium tiers so you can benchmark Portfolio123 without committing budget.

Portfolio123 rivals most often add coverage in Calendar, News, and Dividends, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

48%

Avg category overlap

Category heatmap

How Portfolio123 stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Screeners21
Portfolio20
Data Visualizations18
Watchlist18
Financials17
Blogs12

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Portfolio123.

Calendar15
News15
Dividends14
Alerts13
ETF Holdings10
ETF Overview10

Where Portfolio123 stands alone

Categories that remain exclusive to Portfolio123 across these matchups.

Housing & Construction24
Consumer Sentiment23
Quant21
Broker Connectors19
GDP19
Unemployment Rates19

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Portfolio123 into new workflows.

GuruFocus

65% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Stock Comparison, Investor Holdings, and US Government Trades coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Backtesting Financials

GuruFocus adds

Stock Comparison
Investor Holdings
US Government Trades
News

Portfolio123 keeps to itself

Quant
Watchlist
Correlation
Consumer Sentiment

Shared platforms

WebAPIDesktop

Shared pricing

FreeSubscription

Open full comparison View GuruFocus profile

Simply Wall St

50% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Valuation Models, Dividends, and Insider Data coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Financials

Simply Wall St adds

Valuation Models
Dividends
Insider Data
Institutional Data

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
GDP

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Simply Wall St profile

MarketXLS

50% overlap

MarketXLS overlaps on Screeners, Portfolio, and Watchlist, adds Sheets / Excel Add-ins, Options & Derivatives, and Options coverage while matching Portfolio123.

Shared categories

Screeners Portfolio Watchlist Correlation Financials GDP

MarketXLS adds

Sheets / Excel Add-ins
Options & Derivatives
Options
Options P&L

Portfolio123 keeps to itself

Data Visualizations
Quant
Stock Ideas
Backtesting

Shared platforms

WebDesktop

Shared pricing

Subscription

Open full comparison View MarketXLS profile

Fiscal.ai

45% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Screeners, Data Visualizations, and Portfolio, adds Stock Comparison, Investor Holdings, and ETF Overview coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Watchlist Financials Data APIs

Fiscal.ai adds

Stock Comparison
Investor Holdings
ETF Overview
ETF Performance

Portfolio123 keeps to itself

Quant
Stock Ideas
Backtesting
Correlation

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Fiscal.ai profile

TradingView

50% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Screeners, Data Visualizations, and Quant, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Quant Stock Ideas Portfolio Watchlist

TradingView adds

News
Alerts
Calendar
Dividends

Portfolio123 keeps to itself

Financials
GDP
Interest Rates
Unemployment Rates

Shared platforms

WebDesktop

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

Dividend Watch

56% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Dividends, Calendar, and Dividend coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Financials

Dividend Watch adds

Dividends
Calendar
Dividend
Stock Comparison

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
GDP

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Dividend Watch profile

EPSMomentum

45% overlap

EPSMomentum overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Money Flow, News, and News Sentiment coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Backtesting

EPSMomentum adds

Money Flow
News
News Sentiment
Market Sentiment

Portfolio123 keeps to itself

Quant
Correlation
GDP
Interest Rates

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View EPSMomentum profile

PortfoliosLab

64% overlap

PortfoliosLab overlaps on Screeners, Data Visualizations, and Quant, adds Risk Metrics, Factor Exposure, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Quant Portfolio Watchlist Backtesting

PortfoliosLab adds

Risk Metrics
Factor Exposure
Stock Comparison
ETF Comparison

Portfolio123 keeps to itself

Stock Ideas
Financials
GDP
Interest Rates

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

Stock Analysis

40% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Screeners, Data Visualizations, and Stock Ideas, adds ETF Screeners, Top Analysts, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Financials

Stock Analysis adds

ETF Screeners
Top Analysts
Stock Comparison
ETF Comparison

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
GDP

Shared platforms

WebDesktop

Shared pricing

FreeSubscription

Open full comparison View Stock Analysis profile

TipRanks

40% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Screeners, Stock Ideas, and Portfolio, adds Top Analysts, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Stock Ideas Portfolio Watchlist Financials Unemployment Rates

TipRanks adds

Top Analysts
ETF Screeners
Stock Comparison
ETF Comparison

Portfolio123 keeps to itself

Data Visualizations
Quant
Backtesting
Correlation

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View TipRanks profile

Uncle Stock

67% overlap

Editor’s pick

Hands-on review

Uncle Stock overlaps on Screeners, Data Visualizations, and Portfolio, adds Valuation Models, Scores, and Institutional Data coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Watchlist Backtesting Financials

Uncle Stock adds

Valuation Models
Scores
Institutional Data
Alerts

Portfolio123 keeps to itself

Quant
Stock Ideas
Correlation
GDP

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Uncle Stock profile

Stock Rover

40% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Watchlist Correlation Financials

Stock Rover adds

ETF Screeners
Stock Comparison
ETF Comparison
Monte Carlo

Portfolio123 keeps to itself

Quant
Stock Ideas
Backtesting
GDP

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

TIKR

40% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Stock Comparison, Investor Holdings, and News coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Financials

TIKR adds

Stock Comparison
Investor Holdings
News
Alerts

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
GDP

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View TIKR profile

Stockopedia

47% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Scores, Checklist, and Analyst Forecasts coverage while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Portfolio Watchlist Financials

Stockopedia adds

Scores
Checklist
Analyst Forecasts
Analyst Recommendations

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
GDP

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View Stockopedia profile

Börsdata

42% overlap

Börsdata overlaps on Screeners, Data Visualizations, and Stock Ideas, adds Index Rebalancing, Investor Holdings, and Insider Data coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Stock Ideas Watchlist Financials Interest Rates

Börsdata adds

Index Rebalancing
Investor Holdings
Insider Data
Short Interest

Portfolio123 keeps to itself

Quant
Portfolio
Backtesting
Correlation

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Börsdata profile

ETF Action

47% overlap

ETF Action overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Watchlist Backtesting Data APIs

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

Portfolio123 keeps to itself

Quant
Stock Ideas
Correlation
Financials

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

MacroMicro

42% overlap

MacroMicro overlaps on Data Visualizations, Watchlist, and Backtesting, adds ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Data Visualizations Watchlist Backtesting Correlation GDP Interest Rates

MacroMicro adds

ETF Screeners
ETF Comparison
Which ETF includes this Stock?
Calendar

Portfolio123 keeps to itself

Screeners
Quant
Stock Ideas
Portfolio

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View MacroMicro profile

Tickeron

53% overlap

Tickeron overlaps on Screeners, Stock Ideas, and Portfolio, adds Stock Comparison, Auto-Trading & Bots, and Copy/Social Trading coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Stock Ideas Portfolio Watchlist Backtesting Education

Tickeron adds

Stock Comparison
Auto-Trading & Bots
Copy/Social Trading
Paper Trading

Portfolio123 keeps to itself

Data Visualizations
Quant
Correlation
Financials

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Tickeron profile

Ziggma

53% overlap

Ziggma overlaps on Screeners, Stock Ideas, and Portfolio, adds ETF Screeners, Risk Metrics, and Scores coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Stock Ideas Portfolio Watchlist Financials Broker Connectors

Ziggma adds

ETF Screeners
Risk Metrics
Scores
ESG Ratings

Portfolio123 keeps to itself

Data Visualizations
Quant
Backtesting
Correlation

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Ziggma profile

ETF Insider

50% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Screeners, Factor Exposure, and Risk Metrics coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Correlation Data APIs APIs & SDKs

ETF Insider adds

ETF Screeners
Factor Exposure
Risk Metrics
ETF Overview

Portfolio123 keeps to itself

Quant
Stock Ideas
Watchlist
Backtesting

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

FINVIZ

35% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Screeners, Data Visualizations, and Portfolio, adds ETF Screeners, Stock Comparison, and News coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Data Visualizations Portfolio Backtesting Correlation Financials

FINVIZ adds

ETF Screeners
Stock Comparison
News
Alerts

Portfolio123 keeps to itself

Quant
Stock Ideas
Watchlist
GDP

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View FINVIZ profile

Financial Modeling Prep (FMP)

35% overlap

Hands-on review

Financial Modeling Prep (FMP) overlaps on Screeners, Financials, and GDP, adds News, Calendar, and Dividends coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Financials GDP Interest Rates Unemployment Rates Data APIs

Financial Modeling Prep (FMP) adds

News
Calendar
Dividends
Splits

Portfolio123 keeps to itself

Data Visualizations
Quant
Stock Ideas
Portfolio

Shared platforms

WebAPIDesktop

Shared pricing

FreeSubscription

Open full comparison View Financial Modeling Prep (FMP) profile

Alpha Vantage

35% overlap

Hands-on review

Alpha Vantage overlaps on Financials, GDP, and Interest Rates, adds News, News Sentiment, and Market Sentiment coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Financials GDP Interest Rates Unemployment Rates Data APIs APIs & SDKs

Alpha Vantage adds

News
News Sentiment
Market Sentiment
Calendar

Portfolio123 keeps to itself

Screeners
Data Visualizations
Quant
Stock Ideas

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Alpha Vantage profile

okama

64% overlap

Hands-on review

okama overlaps on Data Visualizations, Quant, and Portfolio, adds Risk Metrics, Monte Carlo, and ETF Performance coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Data Visualizations Quant Portfolio Backtesting Correlation Interest Rates

okama adds

Risk Metrics
Monte Carlo
ETF Performance
Inflation Rates

Portfolio123 keeps to itself

Screeners
Stock Ideas
Watchlist
Financials

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View okama profile

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.