Tool Comparison
Danelfin vs Portfolio123
- Paid from
- $22/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want the cheaper way in: plans start at $22/mo instead of $25/mo
- You do a lot of your research from your phone
- You want alerts and ETF analysis.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, quant, and valuation models.
Pick Danelfin instead if
Danelfin
Free • From $264/yr · Web · Mobile · API
- You want the cheaper way in: plans start at $22/mo instead of $25/mo
- You do a lot of your research from your phone
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, quant, and valuation models.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Danelfin and Portfolio123 cover a lot of the same ground (6 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Danelfin's 8, including data visualizations, quant, and valuation models. Danelfin counters by starting cheaper at $22/mo.
What readers say
Danelfin
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Danelfin$22/mo vs $25/mo
- Free trial
- Danelfin14 days
- Broader coverage
- Portfolio12319 vs 8 categories
- Mobile app
- Danelfin
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
What Danelfin does best
- Rank U.S.-listed stocks, U.S.-listed ETFs, and selected European stocks by Danelfin AI Score, which estimates three-month market-outperformance probability.
- Screen by asset type, ticker, sector, industry, AI Score, sub-scores, buy or sell signals, trade ideas, and plan-specific ranking filters.
- Review stock and ETF pages with AI Score context, historical score behavior, rankings, ratings, and supporting technical, fundamental, and sentiment inputs.
- Review top lists, themes, sector and industry views, and a daily Top 10 stocks newsletter.
- Monitor portfolios with score-upgrade and score-downgrade alerts, with portfolio count and holding limits increasing by plan.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $264/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 15 limits: Free (Web): reports: 10/month, Free (Web): portfolios: 1 +13 more | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | MCP Server | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 8 | 19 |
Regions | North America, Europe | 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 | Universe builder and Broker sync | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Danelfin | Visit Portfolio123 |
Standout features
The best features of Danelfin and Portfolio123.ShowHide
Standout features
What Danelfin does best
- Rank U.S.-listed stocks, U.S.-listed ETFs, and selected European stocks by Danelfin AI Score, which estimates three-month market-outperformance probability.
- Screen by asset type, ticker, sector, industry, AI Score, sub-scores, buy or sell signals, trade ideas, and plan-specific ranking filters.
- Review stock and ETF pages with AI Score context, historical score behavior, rankings, ratings, and supporting technical, fundamental, and sentiment inputs.
- Review top lists, themes, sector and industry views, and a daily Top 10 stocks newsletter.
- Monitor portfolios with score-upgrade and score-downgrade alerts, with portfolio count and holding limits increasing by plan.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
All details
Every attribute we track for Danelfin and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEurope | North AmericaEurope |
Coverage details | Identifiers: 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 | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeyDocs |
Import methods | Manual | BrokerOAuthCSV |
Integrations | MCP Server | Interactive BrokersTradier |
Export formats | CSVJSON | CSVJSON |
| Plans & trust | ||
Capability signals | Universe builderBroker sync | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Danelfin Technologies, S.L.Country: SpainSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free (Web)”reports: 10/month · portfolios: 1 · +1 more | Free“Manage (Free)” |
| Entry paid plan | $264/yr≈ $22/mo“Plus (Web Annual)”portfolios: 3 portfolios, 25 stocks/ETFs per portfolio | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $624/yr≈ $52/mo“API Basic (Annual)”calls: 2,500/month · rate limit: 60/minute | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | $708/yr≈ $59/mo“Pro (Web Annual)”portfolios: 10 portfolios, 50 stocks/ETFs per portfolio | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | $1608/yr≈ $134/mo“Elite (Web Annual)”api: API Expert included · portfolios: Unlimited | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | $1788/yr≈ $149/mo“API Expert (Annual)”calls: 10,000/month · rate limit: 120/minute | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | $5388/yr≈ $449/mo“API Max (Annual)”calls: 50,000/month · rate limit: 180/minute | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Danelfin and Portfolio123?
Danelfin leans toward stock ideas, screeners, and portfolio, 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 Danelfin and Portfolio123 cost?
Good news: both Danelfin and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Danelfin or Portfolio123 on my phone?
Danelfin lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Danelfin and Portfolio123 have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Danelfin or Portfolio123?
It depends on what you're after. Pick Danelfin if alerts and ETF analysis matter to you; go with Portfolio123 if you'd rather have data visualizations and quant. And if you only need the basics both share, let price decide.
What asset classes do Danelfin and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio123 adds closed-end funds on top.
Does Danelfin or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Danelfin 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 Danelfin and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Danelfin or Portfolio123 connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Danelfin or Portfolio123?
Both Danelfin and Portfolio123 include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Danelfin or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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