Tool Comparison
Business Quant vs Portfolio123
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want stock comparison, flags, and institutional ownership.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want the cheaper way in: plans start at $25/mo instead of $29/mo
- You want quant, stock ideas, and valuation models.
Pick Business Quant if
Business Quant
Free • From $348/yr · Web · API
- You want stock comparison, flags, and institutional ownership.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $29/mo
- You want quant, stock ideas, and valuation models.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Business Quant and Portfolio123 cover a lot of the same ground (5 shared categories, including screeners, data visualizations, and financials), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Business Quant's 9, including quant, stock ideas, and valuation models. Business Quant counters by keeping things simpler.
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Business Quant
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $29/mo
- Broader coverage
- Portfolio12319 vs 9 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
What Business Quant does best
- Screen U.S. stocks with more than 1,000 fundamental metrics and unrestricted combinations of AND and OR conditions.
- Research more than 20,000 company KPIs and operating metrics, with deeper history on paid plans.
- Comparison tools for stocks, industries, time-series tables, and custom visualizations from one U.S.-focused research workflow.
- Review SEC filings, institutional ownership from 13F reports, and Form 4 insider trading context.
- Analyst estimates, ratings, warnings, and segment-level data to complement standard financial statements.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $348/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 23 limits: Free: kpi history: 1 quarter, Free: segment financials: 1 quarter +21 more | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 9 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Streaming, Real-time, and End of Day and Granularity: Minute and EOD | 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 | Factors: Value, Quality, Momentum, and Growth | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Business Quant | Visit Portfolio123 |
Standout features
The best features of Business Quant and Portfolio123.ShowHide
Standout features
What Business Quant does best
- Screen U.S. stocks with more than 1,000 fundamental metrics and unrestricted combinations of AND and OR conditions.
- Research more than 20,000 company KPIs and operating metrics, with deeper history on paid plans.
- Comparison tools for stocks, industries, time-series tables, and custom visualizations from one U.S.-focused research workflow.
- Review SEC filings, institutional ownership from 13F reports, and Form 4 insider trading context.
- Analyst estimates, ratings, warnings, and segment-level data to complement standard financial statements.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
All details
Every attribute we track for Business Quant and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | RESTWebSocket | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | CSVExcel | CSVJSON |
| Plans & trust | ||
Capability signals | Factors: Value, Quality, Momentum, and Growth | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Business QuantFounded 2014Support: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freekpi history: 1 quarter · segment financials: 1 quarter · +2 more | Free“Manage (Free)” |
| Entry paid plan | $348/yr≈ $29/mo“Pro Annual”kpi history: Up to 40 quarters · api calls per minute: 75 · +1 more | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $49/mo“Pro”kpi history: Up to 40 quarters · api calls per minute: 75 · +1 more | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | $708/yr≈ $59/mo“Max Annual”api calls per minute: 150 · data transfer per month: 50GB | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | $99/mo“Max”api calls per minute: 150 · data transfer per month: 50GB | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | $1440/yr≈ $120/mo“Ultra Annual”api calls per minute: 600 · data transfer per month: 100GB · +1 more | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | $199/mo“Ultra”api calls per minute: 600 · data transfer per month: 100GB · +1 more | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | Contact sales“Enterprise”listed api calls per minute: 900 · data transfer per month: Customizable · +1 more | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Business Quant and Portfolio123?
Business Quant leans toward screeners, stock comparison, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Business Quant and Portfolio123 cost?
Good news: both Business Quant and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do Business Quant 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 Business Quant or Portfolio123?
It depends on what you're after. Pick Business Quant if stock comparison and flags matter to you; go with Portfolio123 if you'd rather have quant and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do Business Quant and Portfolio123 cover?
Both cover stocks. Portfolio123 adds ETFs and closed-end funds on top.
Do Business Quant and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Business Quant or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Business Quant is more region-specific, mainly North America.
Can I export data from Business Quant and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Business Quant or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Business Quant, you're entering holdings by hand or importing files.
Which has a better stock screener: Business Quant or Portfolio123?
Both Business Quant 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 Business Quant or Portfolio123?
Portfolio123 handles portfolio tracking. Business Quant is really a research tool; you'd track your portfolio elsewhere.
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