★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Danelfin checked August 4, 2026
Tool Comparison
Danelfin vs Portfolio123
Pick Danelfin instead if
Danelfin
Free • From €264/yr · Web · API
- You want the cheaper way in: plans start at $22/mo instead of $25/mo
- You care about alerts and ETF analysis, things Portfolio123 doesn't offer
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about data visualizations, quant, and valuation models, things Danelfin 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
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
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Danelfin$22/mo vs $25/mo
- Free trial
- Danelfin14 days
- Broader coverage
- Portfolio12319 vs 8 categories
- Desktop app
- 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 | Free • From €264/yr | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 12 limits: Plus (Web Annual): portfolios: 3 portfolios, 20 stocks/ETFs per portfolio, Pro (Web Annual): portfolios: 10 portfolios, 50 stocks/ETFs per portfolio +10 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | 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 | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Danelfin | Visit Portfolio123 |
Where each one shines
What Danelfin and Portfolio123 each do best.ShowHide
Where each one shines
What Danelfin and Portfolio123 each do best.What Danelfin does best
- Rank U.S.-listed stocks, ETFs, and major European stocks with Danelfin AI Scores designed to estimate three-month market-outperformance probability.
- Screening for ideas by asset type, ticker, sector, industry, AI Score, buy or sell signals, trade ideas, and other plan-gated ranking filters.
- Views for reviewing stock and ETF pages with AI Score context, historical score behavior, rankings, ratings, and supporting technical, fundamental, and sentiment inputs.
- Curated top lists, thematic lists, sector views, industry views, and the daily Top 10 stocks newsletter for structured idea discovery.
- Monitoring portfolios with score-upgrade and score-downgrade alerts, with portfolio count and holding limits increasing by plan.
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 Danelfin and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Danelfin and Portfolio123, side by side.| 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: APIKeySDKs: PythonDocs |
Import methods | Manual | BrokerOAuthCSV |
Integrations | MCP Server | Interactive BrokersTradier |
Export formats | CSVJSON | CSVJSON |
| Plans & trust | ||
Capability signals | Universe builder | 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.
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 (Web)” | Free“Manage (Free)” |
| Entry paid plan | €264/yr≈ $22/mo“Plus (Web Annual)”portfolios: 3 portfolios, 20 stocks/ETFs per portfolio | $25/mo“Retail Research Plans” |
| Tier 2 | $624/yr≈ $52/mo“API Basic (Annual)”calls: 2,500/month · rate limit: 60/minute | — |
| Tier 3 | €708/yr≈ $59/mo“Pro (Web Annual)”portfolios: 10 portfolios, 50 stocks/ETFs per portfolio | — |
| Tier 4 | €1608/yr≈ $134/mo“Elite (Web Annual)”api: API Expert included · portfolios: Unlimited | — |
| Tier 5 | $1788/yr≈ $149/mo“API Expert (Annual)”calls: 10,000/month · rate limit: 120/minute | — |
| Top plan | $5388/yr≈ $449/mo“API Max (Annual)”calls: 50,000/month · rate limit: 180/minute | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
| Free trial | 14 days | — |
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.
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?
Portfolio123 syncs with brokers automatically. With Danelfin, you're entering holdings by hand or importing files.
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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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.