★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Damodaran Online (NYU Stern) checked August 4, 2026
Tool Comparison
Damodaran Online (NYU Stern) vs Portfolio123
Pick Damodaran Online (NYU Stern) instead if
Damodaran Online (NYU Stern)
Free · Web
- Go this way if it's completely free.
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things Damodaran Online (NYU Stern) doesn't offer
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
Damodaran Online (NYU Stern) and Portfolio123 cover a lot of the same ground (6 shared categories, including valuation models, financials, and macro data), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Damodaran Online (NYU Stern)'s 6, including screeners, data visualizations, and quant. Damodaran Online (NYU Stern) counters by being completely free.
What readers say
Damodaran Online (NYU Stern)
Vote once to reveal the community verdict.
Portfolio123
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 6 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
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 | Free | Free • From $25/mo |
Free tier | Yes | 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 | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 6 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Corporate actions: Current | 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 | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Damodaran Online (NYU Stern) | Visit Portfolio123 |
Where each one shines
What Damodaran Online (NYU Stern) and Portfolio123 each do best.ShowHide
Where each one shines
What Damodaran Online (NYU Stern) and Portfolio123 each do best.What Damodaran Online (NYU Stern) does best
- Download support for annually updated valuation and corporate-finance spreadsheets covering industry betas, valuation multiples, cost of capital, country risk premiums, historical returns, and related model inputs.
- The U.S. implied equity risk premium spreadsheet for monthly ERP snapshots and valuation assumptions.
- Country risk premium files for global valuation work, with annual and mid-year updates where the site publishes them.
- Views for reviewing long-run U.S. market return series back to 1928 across equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold.
- Comparison tools for industry-level valuation and risk metrics across regions such as the U.S., Europe, Japan, ANZ/Canada, emerging markets, China, India, and global aggregates.
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 Damodaran Online (NYU Stern) and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Damodaran Online (NYU Stern) and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsCommoditiesReal Estate | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | 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 | Excel | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Aswath Damodaran (NYU Stern School of Business)Country: United States | Portfolio123Support: Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 3/5 | Not specified |
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 | Free“Manage (Free)” |
| Entry paid plan | — | $25/mo“Retail Research Plans” |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Damodaran Online (NYU Stern) and Portfolio123?
Damodaran Online (NYU Stern) leans toward valuation models, financials, and macro data, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Damodaran Online (NYU Stern) and Portfolio123 cost?
Good news: both Damodaran Online (NYU Stern) and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does Damodaran Online (NYU Stern) or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Damodaran Online (NYU Stern) doesn't, so you're working through its interface.
Should I choose Damodaran Online (NYU Stern) or Portfolio123?
It depends on what you're after. Pick Damodaran Online (NYU Stern) if you prefer its overall approach; go with Portfolio123 if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Damodaran Online (NYU Stern) and Portfolio123 cover?
Both cover stocks. Damodaran Online (NYU Stern) also handles bonds, commodities, and real estate. Portfolio123 adds ETFs and closed-end funds on top.
Does Damodaran Online (NYU Stern) or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Damodaran Online (NYU Stern) 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.
Can I export data from Damodaran Online (NYU Stern) and Portfolio123?
Yes, both export to spreadsheets (Damodaran Online (NYU Stern): Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can Damodaran Online (NYU Stern) or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Damodaran Online (NYU Stern), you're entering holdings by hand or importing files.
Which has a better stock screener: Damodaran Online (NYU Stern) or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Damodaran Online (NYU Stern) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Damodaran Online (NYU Stern) or Portfolio123?
Portfolio123 handles portfolio tracking. Damodaran Online (NYU Stern) is really a research tool; you'd track your portfolio elsewhere.
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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.