Which platforms should you compare to Portfolio123 first?

TradingView, YCharts, Fiscal.ai 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. TradingView, Fiscal.ai, GuruFocus, 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 TradingView, GuruFocus, Trendlyne for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 2025

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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

TradingView overlaps on Screeners, Quant, and Backtesting and pushes into Stock Ideas and ETF Screeners with Portfolio123 and is the quickest matchup to review first.

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

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

Matchups catalogued

Include free tiers

Offer mobile access

57%

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
Portfolio18
Data Visualizations16
Backtesting15
Calendar13
Data APIs12

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Portfolio123.

Watchlist15
Alerts13
News13
Financials11
Dividends8
ETF Holdings8

Where Portfolio123 stands alone

Categories that remain exclusive to Portfolio123 across these matchups.

Broker Connectors17
Correlation15
Quant15
APIs & SDKs13
Data APIs12
Calendar11

Matchups

Dive into the full comparison roster

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

TradingView

80% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Screeners, Quant, and Backtesting, adds Stock Ideas, ETF Screeners, and Options & Derivatives coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Portfolio Calendar APIs & SDKs

TradingView adds

Stock Ideas
ETF Screeners
Options & Derivatives
Money Flow

Portfolio123 keeps to itself

Correlation
Data APIs

Shared platforms

WebDesktop

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

YCharts

70% overlap

Hands-on review

YCharts overlaps on Screeners, Portfolio, and Correlation, adds Stock Comparison, ETF Comparison, and Watchlist coverage while matching Portfolio123.

Shared categories

Screeners Portfolio Correlation APIs & SDKs Data APIs Broker Connectors

YCharts adds

Stock Comparison
ETF Comparison
Watchlist
Risk Metrics (VaR/ES/Drawdown)

Portfolio123 keeps to itself

Quant
Backtesting
Calendar

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View YCharts profile

Fiscal.ai

60% overlap

Editor’s pick

Hands-on review

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

Shared categories

Screeners Portfolio Calendar APIs & SDKs Data APIs Data Visualizations

Fiscal.ai adds

Stock Comparison
Watchlist
Investor Holdings
ETF Overview

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
Broker Connectors

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Fiscal.ai profile

GuruFocus

60% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Screeners, Backtesting, and Portfolio, adds Stock Ideas, Stock Comparison, and Investor Holdings coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Backtesting Portfolio Calendar APIs & SDKs Data APIs

GuruFocus adds

Stock Ideas
Stock Comparison
Investor Holdings
US Government Trades

Portfolio123 keeps to itself

Quant
Correlation
Broker Connectors
Data Visualizations

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View GuruFocus profile

okama

60% overlap

Hands-on review

okama overlaps on Quant, Backtesting, and Portfolio, adds Risk Metrics (VaR/ES/Drawdown), Monte Carlo, and ETF Performance coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Quant Backtesting Portfolio Correlation Data APIs Data Visualizations

okama adds

Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
ETF Performance
Inflation Rates

Portfolio123 keeps to itself

Screeners
Calendar
APIs & SDKs
Broker Connectors

Shared platforms

WebAPI

Shared pricing

Free

Open full comparison View okama profile

Trendlyne

60% overlap

Hands-on review

Trendlyne overlaps on Screeners, Backtesting, and Portfolio, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Backtesting Portfolio Calendar Broker Connectors Data Visualizations

Trendlyne adds

Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Options & Derivatives

Portfolio123 keeps to itself

Quant
Correlation
APIs & SDKs
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Trendlyne profile

PortfoliosLab

60% overlap

PortfoliosLab overlaps on Screeners, Quant, and Backtesting, adds ETF Screeners, Watchlist, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Portfolio Correlation APIs & SDKs

PortfoliosLab adds

ETF Screeners
Watchlist
Stock Comparison
ETF Comparison

Portfolio123 keeps to itself

Calendar
Data APIs
Broker Connectors
Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

Reflexivity

60% overlap

Reflexivity overlaps on Screeners, Quant, and Backtesting, adds Performance Attribution, Scenario & Stress Tests, and Alerts coverage while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Portfolio APIs & SDKs Data APIs

Reflexivity adds

Performance Attribution
Scenario & Stress Tests
Alerts
News

Portfolio123 keeps to itself

Correlation
Calendar
Broker Connectors
Data Visualizations

Shared platforms

WebAPI

Shared pricing

Subscription

Open full comparison View Reflexivity profile

DeepVest (formerly Benjamin AI)

60% overlap

DeepVest (formerly Benjamin AI) overlaps on Screeners, Quant, and Backtesting, adds Financials, News, and Regulatory Filings Monitoring coverage while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Portfolio Correlation Data Visualizations

DeepVest (formerly Benjamin AI) adds

Financials
News
Regulatory Filings Monitoring
Risk Metrics (VaR/ES/Drawdown)

Portfolio123 keeps to itself

Calendar
APIs & SDKs
Data APIs
Broker Connectors

Shared platforms

Web

Shared pricing

Subscription

Open full comparison View DeepVest (formerly Benjamin AI) profile

AmiBroker

67% overlap

AmiBroker overlaps on Screeners, Quant, and Backtesting, adds Monte Carlo, Risk Metrics (VaR/ES/Drawdown), and Auto-Trading & Bots coverage while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Correlation APIs & SDKs Data Visualizations

AmiBroker adds

Monte Carlo
Risk Metrics (VaR/ES/Drawdown)
Auto-Trading & Bots

Portfolio123 keeps to itself

Portfolio
Calendar
Data APIs
Broker Connectors

Shared platforms

Desktop

Open full comparison View AmiBroker profile

FINVIZ

50% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Screeners, Backtesting, and Portfolio, adds Watchlist, News, and Alerts coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Backtesting Portfolio Data APIs Data Visualizations

FINVIZ adds

Watchlist
News
Alerts
Financials

Portfolio123 keeps to itself

Quant
Correlation
Calendar
APIs & SDKs

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View FINVIZ profile

Unusual Whales

50% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on Screeners, Portfolio, and Calendar, adds Options & Derivatives, Paper Trading, and Dark Pool & Off-Exchange coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Portfolio Calendar APIs & SDKs Data APIs

Unusual Whales adds

Options & Derivatives
Paper Trading
Dark Pool & Off-Exchange
Alerts

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
Broker Connectors

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View Unusual Whales profile

Stock Rover

50% overlap

Editor’s pick

Hands-on review

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

Shared categories

Screeners Portfolio Correlation Calendar Data Visualizations

Stock Rover adds

ETF Screeners
Stock Comparison
ETF Comparison
Monte Carlo

Portfolio123 keeps to itself

Quant
Backtesting
APIs & SDKs
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

ORTEX

50% overlap

Hands-on review

ORTEX overlaps on Screeners, Quant, and Calendar, adds Short Interest, Insider Data, and Index Rebalancing coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Quant Calendar Data APIs Data Visualizations

ORTEX adds

Short Interest
Insider Data
Index Rebalancing
Money Flow

Portfolio123 keeps to itself

Backtesting
Portfolio
Correlation
APIs & SDKs

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ORTEX profile

ETF Action

50% overlap

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

Shared categories

Screeners Backtesting Portfolio Data APIs Data Visualizations

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

Portfolio123 keeps to itself

Quant
Correlation
Calendar
APIs & SDKs

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

MacroMicro

50% overlap

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

Shared categories

Backtesting Correlation Calendar Data APIs Data Visualizations

MacroMicro adds

ETF Screeners
ETF Comparison
Which ETF includes this Stock?
GDP

Portfolio123 keeps to itself

Screeners
Quant
Portfolio
APIs & SDKs

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View MacroMicro profile

QuantRocket

63% overlap

QuantRocket overlaps on Screeners, Quant, and Backtesting, adds Auto-Trading & Bots, Advanced Order Types, and Paper Trading coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Data APIs Broker Connectors

QuantRocket adds

Auto-Trading & Bots
Advanced Order Types
Paper Trading

Portfolio123 keeps to itself

Portfolio
Correlation
Calendar
APIs & SDKs

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View QuantRocket profile

StockAlert.pro

50% overlap

StockAlert.pro overlaps on Screeners, Calendar, and APIs & SDKs, adds Alerts, Dividends, and Stock Ideas coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Calendar APIs & SDKs Data APIs Data Visualizations

StockAlert.pro adds

Alerts
Dividends
Stock Ideas
Watchlist

Portfolio123 keeps to itself

Quant
Backtesting
Portfolio
Correlation

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View StockAlert.pro profile

Snowball Analytics

50% overlap

Snowball Analytics overlaps on Screeners, Backtesting, and Portfolio, adds Watchlist, Dividend, and Dividends coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Backtesting Portfolio Calendar Broker Connectors

Snowball Analytics adds

Watchlist
Dividend
Dividends
Splits

Portfolio123 keeps to itself

Quant
Correlation
APIs & SDKs
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Snowball Analytics profile

StockCharts

56% overlap

StockCharts overlaps on Screeners, Portfolio, and Calendar, adds Alerts, Watchlist, and Options coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Portfolio Calendar Broker Connectors Data Visualizations

StockCharts adds

Alerts
Watchlist
Options
Scores

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View StockCharts profile

ValueSense

50% overlap

ValueSense overlaps on Screeners, Quant, and Backtesting, adds Stock Ideas, Money Flow, and Watchlist coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Quant Backtesting Calendar Data Visualizations

ValueSense adds

Stock Ideas
Money Flow
Watchlist
News

Portfolio123 keeps to itself

Portfolio
Correlation
APIs & SDKs
Data APIs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View ValueSense profile

MarketInOut

71% overlap

MarketInOut overlaps on Screeners, Backtesting, and Portfolio, adds Watchlist and Alerts coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Backtesting Portfolio Correlation APIs & SDKs

MarketInOut adds

Watchlist
Alerts

Portfolio123 keeps to itself

Quant
Calendar
Data APIs
Broker Connectors

Shared platforms

Web

Shared pricing

Free

Open full comparison View MarketInOut profile

ETF Insider

40% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on Portfolio, Correlation, and APIs & SDKs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Portfolio Correlation APIs & SDKs Data Visualizations

ETF Insider adds

ETF Overview
ETF Performance
ETF Holdings
ETF Factors

Portfolio123 keeps to itself

Screeners
Quant
Backtesting
Calendar

Shared platforms

WebAPI

Shared pricing

FreeSubscription

Open full comparison View ETF Insider profile

Digrin

44% overlap

Editor’s pick

Hands-on review

Digrin overlaps on Screeners, Portfolio, and Calendar, adds Watchlist, Dividends, and Splits coverage, keeps a free plan on the table while matching Portfolio123.

Shared categories

Screeners Portfolio Calendar Broker Connectors

Digrin adds

Watchlist
Dividends
Splits
Financials

Portfolio123 keeps to itself

Quant
Backtesting
Correlation
APIs & SDKs

Shared platforms

Web

Shared pricing

FreeSubscription

Open full comparison View Digrin 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.