VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

Alpha Vantage vs Portfolio123 comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Alpha Vantage adds News, News Sentiment, Market Sentiment, Calendar, IPO, Dividends, Splits, Delisted, Inflation Rates, Retail Sales, Yield Curves, Options & Derivatives, Options, ETF Overview, ETF Holdings, ETF Fundamentals, Insider Data, Transcripts, and Sheets / Excel Add-ins coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Data Visualizations, Quant, Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Consumer Sentiment, Housing & Construction, Broker Connectors, Blogs, and Videos categories that Alpha Vantage omits.

In depth comparison

Alpha Vantage logo

Alpha Vantage

alphavantage.co

Hands-on review

Exchange-licensed, API-first market data provider for global equities, ETFs, mutual funds, FX, crypto, options, commodities and macro indicators. Free key covers most datasets with 25 API calls/day; premium membership removes daily limits and unlocks premium endpoints such as realtime/15‑minute delayed US data, intraday history, and options, with separate commercial licensing for business use.

Platforms

WebAPI

Pricing

FreeSubscriptionOther

Quick highlights

  • Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints.
  • Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available.
  • US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV.
  • Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
  • Alpha Intelligence™ endpoints for market news & sentiment, earnings call transcripts, top gainers/losers, insider transactions, and fixed/sliding-window analytics, built with in‑house AI and quantitative expertise.

Community votes (overall)

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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.

Community votes (overall)

0% upvotes 0% downvotes
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Where they differ

Alpha Vantage

Distinct strengths include:

  • Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints.
  • Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available.
  • US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV.
  • Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.

Portfolio123

Distinct strengths include:

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

Feature-by-feature breakdown

AttributeAlpha VantagePortfolio123
Categories

Which research workflows each platform targets

Shared: Data APIs, GDP, Interest Rates, Unemployment Rates, Financials, APIs & SDKs, Education

Unique: News, News Sentiment, Market Sentiment, Calendar, IPO, Dividends, Splits, Delisted, Inflation Rates, Retail Sales, Yield Curves, Options & Derivatives, Options, ETF Overview, ETF Holdings, ETF Fundamentals, Insider Data, Transcripts, Sheets / Excel Add-ins

Shared: Data APIs, GDP, Interest Rates, Unemployment Rates, Financials, APIs & SDKs, Education

Unique: Screeners, Data Visualizations, Quant, Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Consumer Sentiment, Housing & Construction, Broker Connectors, Blogs, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Currencies, Cryptos, Commodities, Funds

Stocks, ETFs, Closed-End Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API, Desktop

Pricing

High-level pricing models

Free, Subscription, Other

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints.
  • Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available.
  • US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV.
  • Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
  • Alpha Intelligence™ endpoints for market news & sentiment, earnings call transcripts, top gainers/losers, insider transactions, and fixed/sliding-window analytics, built with in‑house AI and quantitative expertise.
  • FX and cryptocurrency APIs for exchange rates plus intraday/daily/weekly/monthly time series, alongside commodities (e.g., crude oil, natural gas, metals, agricultural products) and US economic indicators such as GDP, CPI, inflation, unemployment, nonfarm payrolls, retail sales, durable goods orders and Treasury yields.

Unique

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.
  • Broker connectivity enables sending orders from Portfolio123 to linked brokerage accounts (e.g., Interactive Brokers, Tradier), syncing holdings and fills automatically while keeping assets at your existing broker.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Alpha Vantage and Portfolio123 both support?

Both platforms cover Data APIs, GDP, Interest Rates, Unemployment Rates, Financials, APIs & SDKs, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Alpha Vantage and Portfolio123 require subscriptions?

Both Alpha Vantage and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Alpha Vantage and Portfolio123?

Both Alpha Vantage and Portfolio123 prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Alpha Vantage differentiates itself with Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., whereas Portfolio123 stands out for Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..

Keep exploring

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.