★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Chaikin Analytics checked August 4, 2026
Tool Comparison
Chaikin Analytics vs Portfolio123
Pick Chaikin Analytics if
Chaikin Analytics
Contact for pricing · Web
- 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
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
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.
What readers say
Chaikin Analytics
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| 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 |
Where each one shines
What Chaikin Analytics and Portfolio123 each do best.ShowHide
Where each one shines
What Chaikin Analytics and Portfolio123 each do best.What Chaikin Analytics does best
- Power Gauge ratings across over 5,000 stocks and 2,300 ETFs according to the products page.
- Choice of multiple publications such as Power Gauge Investor, PowerProfits, PowerTactics, Power Gauge Report, Market Insights, Smart Money Trader, Power Portfolio, Breakthrough Investor, and NextGen Investor.
- Views for reviewing model portfolios, market insights, PowerFeed, Discovery Lab, Power Gauge Pro, and portfolio lists where included in the selected publication.
- Chaikin Money Flow and Power Gauge signals as part of tactical or balanced-growth research workflows.
- Publication-specific entitlements, editors, schedules, assets covered, and investment goals.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for Chaikin Analytics and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Chaikin Analytics and Portfolio123, side by side.| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free“Manage (Free)” |
| Entry paid plan | — | $25/mo“Retail Research Plans” |
| Custom / enterprise | Contact sales“Publication access” | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
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.
Keep researching
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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.