YCharts overlaps on Screeners, Portfolio, and Correlation and pushes into Stock Comparison and ETF Comparison with Portfolio123 and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, October 18, 2025
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
okama, Trendlyne, and PortfoliosLab keep freemium tiers so you can benchmark Portfolio123 without committing budget.
Portfolio123 rivals most often add coverage in Watchlist, Alerts, and Financials, so focus there when evaluating upgrades.
24
Matchups catalogued
20
Include free tiers
11
Offer mobile access
54%
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 Visualizations16
- Backtesting14
- Calendar13
- Data APIs10
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Portfolio123.
- Watchlist15
- Alerts14
- Financials13
- News13
- ETF Overview10
- Dividends9
Where Portfolio123 stands alone
Categories that remain exclusive to Portfolio123 across these matchups.
- Broker Connectors18
- Quant17
- APIs & SDKs16
- Correlation15
- Data APIs14
- Calendar11
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Portfolio123 into new workflows.
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
YCharts adds
- Stock Comparison
- ETF Comparison
- Watchlist
- Risk Metrics (VaR/ES/Drawdown)
Portfolio123 keeps to itself
- Quant
- Backtesting
- Calendar
Shared platforms
Web
API
Shared pricing
Subscription
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
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
Web
API
Shared pricing
Free
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.
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
Free
Subscription
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
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
Free
Subscription
Reflexivity
60% overlap
Reflexivity overlaps on Screeners, Quant, and Backtesting, adds Performance Attribution, Scenario & Stress Tests, and Alerts coverage while matching Portfolio123.
Shared categories
Reflexivity adds
- Performance Attribution
- Scenario & Stress Tests
- Alerts
- News
Portfolio123 keeps to itself
- Correlation
- Calendar
- Broker Connectors
- Data Visualizations
Shared platforms
Web
API
Shared pricing
Subscription
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
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
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
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
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
FINVIZ adds
- Watchlist
- News
- Alerts
- Financials
Portfolio123 keeps to itself
- Quant
- Correlation
- Calendar
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
Fiscal.ai
50% overlap
Editor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Portfolio, and Calendar, adds Stock Comparison, Watchlist, and Alerts coverage, keeps a free plan on the table while matching Portfolio123.
Shared categories
Fiscal.ai adds
- Stock Comparison
- Watchlist
- Alerts
- Dividends
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
GuruFocus
50% 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
GuruFocus adds
- Stock Ideas
- Stock Comparison
- Investor Holdings
- US Government Trades
Portfolio123 keeps to itself
- Quant
- Correlation
- Data APIs
- Broker Connectors
Shared platforms
Web
API
Shared pricing
Free
Subscription
TradingView
50% overlap
Editor’s pick
Hands-on review
TradingView overlaps on Screeners, Backtesting, and Portfolio, adds ETF Screeners, Stock Ideas, and Options & Derivatives coverage, keeps a free plan on the table while matching Portfolio123.
Shared categories
TradingView adds
- ETF Screeners
- Stock Ideas
- Options & Derivatives
- Watchlist
Portfolio123 keeps to itself
- Quant
- Correlation
- APIs & SDKs
- Data APIs
Shared platforms
Web
Desktop
Shared pricing
Free
Subscription
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
Unusual Whales adds
- Options & Derivatives
- Paper Trading
- Dark Pool & Off-Exchange
- Alerts
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- Broker Connectors
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
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
Free
Subscription
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
ORTEX adds
- Short Interest
- Insider Data
- Index Rebalancing
- Money Flow
Portfolio123 keeps to itself
- Backtesting
- Portfolio
- Correlation
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
Portfolio123 keeps to itself
- Quant
- Correlation
- Calendar
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
MacroMicro adds
- ETF Screeners
- ETF Comparison
- Which ETF includes this Stock?
- GDP
Portfolio123 keeps to itself
- Screeners
- Quant
- Portfolio
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
QuantRocket adds
- Auto-Trading & Bots
- Advanced Order Types
- Paper Trading
Portfolio123 keeps to itself
- Portfolio
- Correlation
- Calendar
- APIs & SDKs
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
Snowball Analytics adds
- Watchlist
- Dividend
- Dividends
- Splits
Portfolio123 keeps to itself
- Quant
- Correlation
- APIs & SDKs
- Data APIs
Shared platforms
Web
Shared pricing
Free
Subscription
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
StockCharts adds
- Alerts
- Watchlist
- Options
- Scores
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- APIs & SDKs
Shared platforms
Web
Shared pricing
Free
Subscription
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
MarketInOut adds
- Watchlist
- Alerts
Portfolio123 keeps to itself
- Quant
- Calendar
- Data APIs
- Broker Connectors
Shared platforms
Web
Shared pricing
Free
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
ETF Insider adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Factors
Portfolio123 keeps to itself
- Screeners
- Quant
- Backtesting
- Calendar
Shared platforms
Web
API
Shared pricing
Free
Subscription
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
Digrin adds
- Watchlist
- Dividends
- Splits
- Financials
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- APIs & SDKs
Shared platforms
Web
Shared pricing
Free
Subscription
Koyfin
40% overlap
Editor’s pick
Hands-on review
Koyfin overlaps on Screeners, Portfolio, and Calendar, adds ETF Screeners, News, and Alerts coverage, keeps a free plan on the table while matching Portfolio123.
Shared categories
Koyfin adds
- ETF Screeners
- News
- Alerts
- Financials
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- APIs & SDKs
Shared platforms
Web
Shared pricing
Free
Subscription
Seeking Alpha
40% overlap
Editor’s pick
Hands-on review
Seeking Alpha overlaps on Screeners, Portfolio, and Calendar, adds ETF Screeners, Stock Comparison, and Watchlist coverage, keeps a free plan on the table while matching Portfolio123.
Shared categories
Seeking Alpha adds
- ETF Screeners
- Stock Comparison
- Watchlist
- News
Portfolio123 keeps to itself
- Quant
- Backtesting
- Correlation
- APIs & SDKs
Shared platforms
Web
Shared pricing
Free
Subscription
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.