Damodaran Online (NYU Stern) vs Portfolio123 comparison

Damodaran Online (NYU Stern) focuses on Valuation Models, Financials, and Interest Rates while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both Damodaran Online (NYU Stern) and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Damodaran Online (NYU Stern) doesn't currently offer an API, so you'll need to use their web interface.

Choose Damodaran Online (NYU Stern) if you need Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., and Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums.. Go with Portfolio123 if 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., and 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. better fits how you invest.

Both cover Stocks. Damodaran Online (NYU Stern) also includes Bonds, Commodities, and Real Estate. Portfolio123 adds coverage for ETFs, and Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Damodaran Online (NYU Stern) uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Damodaran Online (NYU Stern) supports data exports to Excel. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Damodaran Online (NYU Stern) requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Damodaran Online (NYU Stern) focuses on other analytical tools.

Portfolio123 offers portfolio tracking features. Damodaran Online (NYU Stern) is more focused on research and analysis.