★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Digrin vs Portfolio123
Digrin
Best for dividends and splits
Free • Paid plans available
Portfolio123
Best for data visualizations and quant
Free • From $25/mo
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The verdict
The bottom line
Digrin and Portfolio123 cover a lot of the same ground (3 shared categories, portfolio, screeners, and financials), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Digrin's 8, including data visualizations, quant, and stock ideas. Digrin counters by being completely free.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 8 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Asset coverage
- Portfolio123Adds closed-end funds
- Free plan
- Both
Choose
Digrin if…
- You care about dividends, splits, and calendar, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Portfolio123 if…
- 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 data visualizations, quant, and stock ideas, things Digrin doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 13 limits: Explorer: portfolios: 1, Explorer: transactions per month per portfolio: 30 +11 more | 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 | Yes | Yes |
Integrations | Interactive Brokers and Trading212 | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +5 more |
Categories covered | 8 | 19 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | Adjustments: Splits and Multi-currency | 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 | 4 signals: Broker sync, Tax lots +2 more | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Digrin | Visit Portfolio123 |
Standout features
What Digrin does best
- Portfolio tracking for dividend investors: portfolio value, annual dividends, Yield on Cost (YoC), XIRR, gain/loss, dividend yield/YoC columns, and transaction history views.
- Dividend tools: portfolio dividend calendar (paid, announced, and projected dividends) plus public “Upcoming Ex‑Dividends” lists with dividend yield, years paying, and frequency.
- Earnings calendar: public stock earnings calendar includes time, market cap, and actual/estimated EPS and revenue.
- Imports: manual transactions or CSV import (supports many broker CSV formats).
- DRIP support: enable dividend reinvestment per dividend, with an option to auto-apply DRIP to future dividends.
What Portfolio123 does best
- 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.
- 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.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker and ISIN | 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 | ManualCSVCustodian | BrokerOAuthCSV |
Integrations | Interactive BrokersTrading212 | Interactive BrokersTradier |
Export formats | CSV | CSVJSON |
| Plans & trust | ||
Capability signals | Broker syncTax lotsMulti-currencyCost basis: FIFO | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | DigrinFounded 2014Support: Email | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Lower starting price
Plans & pricing
- portfolios: 1
- transactions per month per portfolio: 30
- +3 more
- portfolios: 5
- transactions per month per portfolio: 100
- +2 more
- portfolios: 10
- transactions per month per portfolio: 500
- +2 more
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Digrin strengths
5What you only get with Digrin.
Portfolio123 strengths
16Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Digrin and Portfolio123?
Digrin leans toward portfolio, screeners, and dividends, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Digrin and Portfolio123 cost?
Good news: both Digrin and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does Digrin or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Digrin doesn't, so you're working through its interface.
Should I choose Digrin or Portfolio123?
It depends on what you're after. Pick Digrin if dividends and splits 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 Digrin and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio123 adds closed-end funds on top.
Does Digrin or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Digrin 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 Digrin and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Digrin 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: Digrin or Portfolio123?
Both Digrin 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 Digrin 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.