★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Chaikin Analytics checked June 25, 2026
Tool Comparison
Chaikin Analytics vs Portfolio123
Chaikin Analytics
Best for ETF analysis and money flow
Contact for pricing
Portfolio123
Best for screeners and valuation models
Free • From $25/mo
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Chaikin Analytics and Portfolio123 cover a lot of the same ground (7 shared categories, including stock ideas, scores, and quant), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Chaikin Analytics's 12, including screeners, valuation models, and backtesting. Chaikin Analytics counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Portfolio123
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
Choose
Chaikin Analytics if…
- You care about ETF analysis, money flow, and market sentiment, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about screeners, valuation models, and backtesting, things Chaikin Analytics doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $25/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 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 | No | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 12 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: 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: Quality, Momentum, and Growth and Rebalancing | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Chaikin Analytics | Visit Portfolio123 |
Standout features
What Chaikin Analytics does best
- Use Power Gauge ratings across over 5,000 stocks and 2,300 ETFs according to the products page.
- Choose among multiple publications such as Power Gauge Investor, PowerProfits, PowerTactics, Power Gauge Report, Market Insights, Smart Money Trader, Power Portfolio, Breakthrough Investor, and NextGen Investor.
- Review model portfolios, market insights, PowerFeed, Discovery Lab, Power Gauge Pro, and portfolio lists where included in the selected publication.
- Use Chaikin Money Flow and Power Gauge signals as part of tactical or balanced-growth research workflows.
- Plan around publication-specific entitlements, editors, schedules, assets covered, and investment goals.
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 | StocksETFs | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailSwing TradersGrowth InvestorsLong-term Investors | 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 | End of Day | Real-timeEnd of Day |
Data granularity | EOD | 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 | ||
Capability signals | Factors: Quality, Momentum, and GrowthRebalancing | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Chaikin AnalyticsCountry: United StatesSupport: Email | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
Chaikin Analytics strengths
5What you only get with Chaikin Analytics.
Portfolio123 strengths
12What you only get with Portfolio123.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Chaikin Analytics and Portfolio123?
Chaikin Analytics leans toward stock ideas, ETF analysis, and scores, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Chaikin Analytics or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Chaikin Analytics is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Chaikin Analytics or Portfolio123?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Chaikin Analytics or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Chaikin Analytics doesn't, so you're working through its interface.
Should I choose Chaikin Analytics or Portfolio123?
It depends on what you're after. Pick Chaikin Analytics if ETF analysis and money flow matter to you; go with Portfolio123 if you'd rather have screeners and valuation models. And if you only need the basics both share, let price decide.
What asset classes do Chaikin Analytics and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio123 adds closed-end funds on top.
Does Chaikin Analytics or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Chaikin Analytics 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: Chaikin Analytics or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Chaikin Analytics is more region-specific, mainly North America.
Can I export data from Chaikin Analytics and Portfolio123?
Portfolio123 exports to CSV. Chaikin Analytics is stingier about getting data out.
Can Chaikin Analytics or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Chaikin Analytics, you're entering holdings by hand or importing files.
Which has a better stock screener: Chaikin Analytics or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Chaikin Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Chaikin Analytics or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.