★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Beanvest vs Portfolio123
Pick Beanvest instead if
Beanvest
Best for screeners and stock ideas
Free • From $79/yr · Web · 100% positive (1 vote)
- You want the cheaper way in: plans start at $6.58/mo instead of $25/mo
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Portfolio123
Best for data visualizations and quant
Free • From $25/mo · Web · API · Desktop · 75% positive (4 votes)
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about data visualizations, quant, and portfolio, things Beanvest doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Beanvest and Portfolio123 cover a lot of the same ground (4 shared categories, including screeners, stock ideas, and scores), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Beanvest's 4, including data visualizations, quant, and portfolio. Beanvest counters by starting cheaper at $6.58/mo.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- Beanvest$6.58/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 4 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Global coverage
- Portfolio123
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79/yr | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 3 limits: Premium (Early Bird): free trial: No free trial (per FAQ)., Premium (Early Bird): refunds: No refunds (per FAQ). +1 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 4 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | Universe builder | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Status page | — |
| Try it | Visit Beanvest | Visit Portfolio123 |
Standout features
What Beanvest does best
- Review stock research reports built around Beanvest’s overall Quality Score and component scores.
- Break down company quality across moat, pricing power, predictability, financial strength, capital allocation, and management.
- Use the Quality Stocks list and screener to browse an S&P 500-style quality universe with configurable columns and filters.
- Use Premium filters for valuation status and individual score components when comparing quality candidates.
- Review fair value labels that compare current price with Beanvest’s fair value framework, where those estimates are unlocked.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsQuality InvestorsValue Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Universe builder | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Yuki CapitalCountry: FranceFounded 2020 | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$79/yr
Lower starting price
Plans & pricing
- free trial: No free trial (per FAQ).
- refunds: No refunds (per FAQ).
- +1 more
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Beanvest strengths
0What you only get with Beanvest.
No unique categories.
Portfolio123 strengths
15Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Beanvest and Portfolio123?
Beanvest leans toward screeners, stock ideas, and scores, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Beanvest and Portfolio123 cost?
Good news: both Beanvest and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Beanvest or Portfolio123?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Beanvest or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Beanvest doesn't, so you're working through its interface.
Should I choose Beanvest or Portfolio123?
It depends on what you're after. Pick Beanvest if you prefer its overall approach; go with Portfolio123 if you'd rather have data visualizations and quant. And if you only need the basics both share, let price decide.
What asset classes do Beanvest and Portfolio123 cover?
Both cover stocks. Portfolio123 adds ETFs and closed-end funds on top.
Does Beanvest or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Beanvest runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Beanvest or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Beanvest is more region-specific, mainly North America.
Can I export data from Beanvest and Portfolio123?
Portfolio123 exports to CSV. Beanvest is stingier about getting data out.
Which has a better stock screener: Beanvest or Portfolio123?
Both Beanvest 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 Beanvest or Portfolio123?
Portfolio123 handles portfolio tracking. Beanvest is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
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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.