VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Digrin and Portfolio123 will find that Both Digrin and Portfolio123 concentrate on Portfolio, Screeners, and Calendar workflows, making them natural alternatives for similar investment research jobs. Digrin leans into Watchlist, Dividends, and Splits, which can be decisive for teams that need depth over breadth. Portfolio123 stands out with Quant, Backtesting, and Correlation that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Digrin vs Portfolio123
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Digrin adds Watchlist, Dividends, Splits, Financials, and Dividend Tax / ADR Withholding coverage that Portfolio123 skips.
- Portfolio123 includes Quant, Backtesting, Correlation, APIs & SDKs, Data APIs, and Data Visualizations categories that Digrin omits.
- Digrin highlights: Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history..
- Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
Digrin
digrin.com
Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.
Categories
Platforms
Pricing
Quick highlights
- Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
- Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
- Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
- Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
- Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Digrin
Distinct strengths include:
- Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
- Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
- Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
- Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
Feature-by-feature breakdown
| Attribute | Digrin | Portfolio123 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Screeners, Calendar, Broker Connectors Unique: Watchlist, Dividends, Splits, Financials, Dividend Tax / ADR Withholding | Shared: Portfolio, Screeners, Calendar, Broker Connectors Unique: Quant, Backtesting, Correlation, APIs & SDKs, Data APIs, Data Visualizations |
Asset types Supported asset classes and universes | Stocks, ETFs, Closed-End Funds | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Desktop, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do Digrin and Portfolio123 both support?
Both platforms cover Portfolio, Screeners, Calendar, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Digrin and Portfolio123 require subscriptions?
Both Digrin and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Digrin and Portfolio123?
Both Digrin and Portfolio123 prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Digrin differentiates itself with Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.