VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Friday, December 26, 2025

Tool Comparison

ApeWisdom vs Portfolio123 comparison

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

Quick takeaways

ApeWisdom adds Market Sentiment, and Reddit coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Data Visualizations, Quant, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Blogs, and Videos categories that ApeWisdom omits.

In depth comparison

ApeWisdom logo

ApeWisdom

apewisdom.io

Social sentiment tracker for ticker mentions across selected Reddit communities and 4chan /biz. Public web UI and documented public API; no public pricing/plan page found during review (2025-12-26).

Platforms

WebAPI

Pricing

Free

Quick highlights

  • Trending leaderboards for Reddit tickers (past 24h) showing mentions, 30-day trend, and upvotes; includes subreddit-specific leaderboards.
  • Separate views for Stocks, Cryptos, and an aggregated "All" list; includes a 4chan /biz leaderboard marked as BETA.
  • Per-ticker pages show last-24h summary metrics (mentions, upvotes, mentioning users), an overall sentiment %, subreddit-specific sentiment (e.g., WSB), and "nearby keywords".
  • Methodology: scans tracked subreddits twice an hour; detects tickers via uppercase or $-prefix; counts multiple mentions in a single post/comment once; only shows tickers listed on "Infinite Marketcap".
  • Public API v1.0: list tickers by mentions via filter endpoints (all, all-stocks, all-crypto, specific subreddits, 4chan) with pagination (100 results/page). API docs show direct HTTPS calls with no API key/auth in examples.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
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
You haven't voted yet

Where they differ

ApeWisdom

Distinct strengths include:

  • Trending leaderboards for Reddit tickers (past 24h) showing mentions, 30-day trend, and upvotes; includes subreddit-specific leaderboards.
  • Separate views for Stocks, Cryptos, and an aggregated "All" list; includes a 4chan /biz leaderboard marked as BETA.
  • Per-ticker pages show last-24h summary metrics (mentions, upvotes, mentioning users), an overall sentiment %, subreddit-specific sentiment (e.g., WSB), and "nearby keywords".
  • Methodology: scans tracked subreddits twice an hour; detects tickers via uppercase or $-prefix; counts multiple mentions in a single post/comment once; only shows tickers listed on "Infinite Marketcap".

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

AttributeApeWisdomPortfolio123
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Data APIs, APIs & SDKs

Unique: Market Sentiment, Reddit

Shared: Stock Ideas, Data APIs, APIs & SDKs

Unique: Screeners, Data Visualizations, Quant, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Blogs, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Cryptos

Stocks, ETFs, Closed-End Funds

Experience levels

Who each product is built for

Beginner, Intermediate

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API, Desktop

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Trending leaderboards for Reddit tickers (past 24h) showing mentions, 30-day trend, and upvotes; includes subreddit-specific leaderboards.
  • Separate views for Stocks, Cryptos, and an aggregated "All" list; includes a 4chan /biz leaderboard marked as BETA.
  • Per-ticker pages show last-24h summary metrics (mentions, upvotes, mentioning users), an overall sentiment %, subreddit-specific sentiment (e.g., WSB), and "nearby keywords".
  • Methodology: scans tracked subreddits twice an hour; detects tickers via uppercase or $-prefix; counts multiple mentions in a single post/comment once; only shows tickers listed on "Infinite Marketcap".
  • Public API v1.0: list tickers by mentions via filter endpoints (all, all-stocks, all-crypto, specific subreddits, 4chan) with pagination (100 results/page). API docs show direct HTTPS calls with no API key/auth in examples.

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

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do ApeWisdom and Portfolio123 both support?

Both platforms cover Stock Ideas, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ApeWisdom and Portfolio123 require subscriptions?

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

How can you access ApeWisdom and Portfolio123?

Both ApeWisdom 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?

ApeWisdom differentiates itself with Trending leaderboards for Reddit tickers (past 24h) showing mentions, 30-day trend, and upvotes; includes subreddit-specific leaderboards., Separate views for Stocks, Cryptos, and an aggregated "All" list; includes a 4chan /biz leaderboard marked as BETA., and Per-ticker pages show last-24h summary metrics (mentions, upvotes, mentioning users), an overall sentiment %, subreddit-specific sentiment (e.g., WSB), and "nearby keywords"., 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.