★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Monday, June 15, 2026
Tool Comparison · Monday, June 15, 2026
Börsdata vs Portfolio123
Trying to decide between Börsdata and Portfolio123? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Börsdata
Best for index rebalancing and investor holdings
Nordic‑first equity analytics and data platform with 20‑year fundamentals, advanced screener, TradingView technical analysis, ownership data and a REST API. Global companies and instruments are included on higher tiers. New REST JSON API access (including global data) is gated to Pro+ from Feb 2025; Excel and Google Sheets add‑ins reuse the same end‑of‑day data. Retail tiers are for private, non‑professional use only; professional users are directed to Enterprise.
Portfolio123
Best for quant and scores
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. Current homepage copy advertises 30 days of free screener and backtesting access, while public research/special-offer pages disagree on whether the 21-day Research trial is $9 or $19; API and DataMiner are excluded from the trial.
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The verdict
The bottom line: Börsdata and Portfolio123 cover a lot of the same ground — 9 shared categories, including screeners, stock ideas, and data visualizations — so for the basics you won't go far wrong with either. Portfolio123 simply does more — 24 categories to Börsdata's 19, including quant, scores, and portfolio. Börsdata counters by being completely free.
Key differences at a glance
Free plan
Both
Both have one
Broader coverage
Portfolio123
24 vs 19 categories
Desktop app
Portfolio123
Portfolio123 only
Real-time data
Portfolio123
Portfolio123 only
Choose
Börsdata if…
- You care about index rebalancing, investor holdings, and insider data — things Portfolio123 doesn't offer
- You trade often and need tooling built for speed
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Portfolio123 if…
- You care about quant, scores, and portfolio — things Börsdata doesn't offer
- You want more under one roof — 24 categories to Börsdata's 19
- Delayed quotes won't cut it — you need real-time data
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Börsdata does best
- Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in.
- Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers.
- Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI.
- Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
- Holdings and Owner Flow modules showing top-20 shareholders, insider transactions, short selling and buybacks for Nordic companies; API exposes Holdings Insider/Shorts/Buyback endpoints for Pro+ users.
What Portfolio123 does best
- 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 predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
Data & access details
| Attribute | Börsdata | Portfolio123 |
|---|---|---|
Asset types | StocksCommoditiesCurrenciesCryptosOther | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | EuropeNorth AmericaAPAC | North AmericaEurope |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSVExcelPDF | CSVJSON |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Börsdata
€10/mo
Starting price
Plans & pricing
Tool
Portfolio123
$19
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Börsdata.
What you only get with Portfolio123.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Börsdata and Portfolio123?
Börsdata leans toward screeners, stock ideas, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Börsdata and Portfolio123 cost?
Good news — both Börsdata and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do Börsdata and Portfolio123 have APIs?
Yes — both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Börsdata or Portfolio123?
It depends on what you're after. Pick Börsdata if index rebalancing and investor holdings matter to you; go with Portfolio123 if you'd rather have quant and scores. And if you only need the basics both share, let price decide.
What asset classes do Börsdata and Portfolio123 cover?
Both cover stocks. Börsdata also handles commodities, currencies, and cryptos. Portfolio123 adds ETFs and closed-end funds on top.
Does Börsdata or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Börsdata runs on delayed or end-of-day data — perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Börsdata and Portfolio123?
Yes, both export to spreadsheets (CSV) — handy if you like running your own numbers.
Can Börsdata or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Börsdata, you're entering holdings by hand or importing files.
Is Börsdata or Portfolio123 better for day trading?
Börsdata is the one built with active traders in mind — think real-time data and technical analysis. Portfolio123 suits buy-and-hold investors who care more about fundamentals than the next five minutes.
Which has a better stock screener—Börsdata or Portfolio123?
Both Börsdata and Portfolio123 include stock screeners, and they differ more in interface than raw power — try both and see which one clicks for you.
Can I track my portfolio with Börsdata or Portfolio123?
Portfolio123 handles portfolio tracking. Börsdata is really a research tool — you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.