VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

Head-to-head

BIS Data Portal (Bank for International Settlements) vs Portfolio123 comparison

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

Quick takeaways

BIS Data Portal (Bank for International Settlements) adds Central Bank Watcher, Housing & Construction, Inflation Rates, and Interest Rates coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Quant, Backtesting, Portfolio, Correlation, APIs & SDKs, and Broker Connectors categories that BIS Data Portal (Bank for International Settlements) omits.

BIS Data Portal (Bank for International Settlements) highlights: SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available..

Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

BIS Data Portal (Bank for International Settlements) logo

BIS Data Portal (Bank for International Settlements)

data.bis.org

Official BIS portal for global monetary/financial statistics with an SDMX REST API and bulk downloads. Covers international banking (locational/consolidated), debt securities, credit to the non‑financial sector, global liquidity, exchange‑traded & OTC derivatives, Triennial FX/IR derivatives turnover, property prices, consumer prices, effective/bilateral exchange rates, and central bank statistics (policy rates, total assets). Features include a release calendar (with RSS), shareable query links, bookmarks, custom charts/tables, and export to Excel/CSV/PDF. API adheres to the SDMX REST v2.1 spec; formats include JSON, XML, and CSV.

Platforms

Web
API

Pricing

Free

Quick highlights

  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
  • Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings.

Community votes (overall)

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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data APIs, Calendar, and Data Visualizations.

Where they differ

BIS Data Portal (Bank for International Settlements)

Distinct strengths include:

  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.

Portfolio123

Distinct strengths include:

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

Feature-by-feature breakdown

AttributeBIS Data Portal (Bank for International Settlements)Portfolio123
Categories

Which research workflows each platform targets

Shared: Data APIs, Calendar, Data Visualizations

Unique: Central Bank Watcher, Housing & Construction, Inflation Rates, Interest Rates

Shared: Data APIs, Calendar, Data Visualizations

Unique: Screeners, Quant, Backtesting, Portfolio, Correlation, APIs & SDKs, Broker Connectors

Asset types

Supported asset classes and universes

Bonds, Currencies, Options, Futures, Commodities, Real Estate, Other

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Desktop, API

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided.
  • Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps.
  • Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available.
  • Portal exports: Excel/CSV for selected time series (up to 4,500 series per export); Tables & Dashboards can be exported as PDF.
  • Code snippets generator (Python/R/Matlab) to fetch selected series via the SDMX API; shareable URLs preserve filters/settings.
  • Interactive exploration: search by keyword or series key (supports wildcards), custom tables, multi‑series charts, and break markers on series.

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.
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 BIS Data Portal (Bank for International Settlements) and Portfolio123 both support?

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

Do BIS Data Portal (Bank for International Settlements) and Portfolio123 require subscriptions?

Both BIS Data Portal (Bank for International Settlements) and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BIS Data Portal (Bank for International Settlements) and Portfolio123?

Both BIS Data Portal (Bank for International Settlements) 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?

BIS Data Portal (Bank for International Settlements) differentiates itself with SDMX RESTful API for programmatic access to data & metadata; supports JSON, XML, CSV output; interactive API docs provided., Bulk downloads: each topic downloadable as a zipped CSV or SDMX file; topical packages show last‑updated stamps., and Release calendar with upcoming/past releases; exportable (CSV/Excel) and accessible via API; RSS feed available., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

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.