VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, January 6, 2026
Tool Comparison
Business Quant vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Business Quant
businessquant.com
Portfolio123
portfolio123.com
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Screeners, Data Visualizations, and Financials and 1 other categories.
- Coverage tilt: Business Quant has 5 categories you won't get in Portfolio123; Portfolio123 has 16 unique categories.
- Platforms: Business Quant runs on Web, API; Portfolio123 runs on Web, API, Desktop.
Category leaders
- Screeners: Portfolio123 leads (+2 vs 0 net votes for Business Quant).
- Portfolio: Portfolio123 is tagged for this workflow; Business Quant has no category votes yet.
- Watchlist: Portfolio123 is tagged for this workflow; Business Quant has no category votes yet.
- Data Visualizations: not enough category votes yet to call a leader.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Business Quant | Portfolio123 |
|---|---|---|
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API, Desktop |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
Business Quant strengths
Categories covered by Business Quant but not Portfolio123.
Portfolio123 strengths
Categories covered by Portfolio123 but not Business Quant.
Frequently Asked Questions
Which workflows do Business Quant and Portfolio123 both support?
Both platforms cover Screeners, Data Visualizations, Financials, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Business Quant and Portfolio123 require subscriptions?
Both Business Quant and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Business Quant and Portfolio123?
Both Business Quant 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?
Business Quant differentiates itself with Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., 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..
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PortfolioWatchlistStock Ideas
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.