★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Dune checked August 4, 2026
Tool Comparison
Dune vs Portfolio123
Pick Dune if
Dune
Free • From $75/mo · Web · API
- You care about on-chain analytics, DEX / defi, and wallet / address monitoring, things Portfolio123 doesn't offer
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $75/mo
- You care about screeners, quant, and stock ideas, things Dune 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
Dune and Portfolio123 cover a lot of the same ground (5 shared categories, including data visualizations, APIs & data feeds, and education), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Dune's 12, including screeners, quant, and stock ideas. Dune counters by keeping things simpler.
What readers say
Dune
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $75/mo
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
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 $75/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 6 limits: Free: credits per month: 2,500, Free: low rpm: 15 rpm +4 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 | Trino, dbt +4 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +5 more |
Categories covered | 12 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time | 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 | DEX data and Wallet tracking | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Status page | — |
| Try it | Visit Dune | Visit Portfolio123 |
Where each one shines
What Dune and Portfolio123 each do best.ShowHide
Where each one shines
What Dune and Portfolio123 each do best.What Dune does best
- Query access for decoded blockchain data with SQL and build interactive dashboards across EVM and non-EVM chains.
- The Analytics Hub for query editing, visualizations, dashboards, Dune AI, uploaded data, search, and alerts in one workflow.
- Tools for building dashboards with charts, markdown, text widgets, images, GIFs, tiles, and visualizations created directly from query results.
- Tools for creating scheduled query alerts that notify by email or webhook, including Slack-style workflows, when custom onchain conditions update.
- Upload support for CSV data into Dune, query it alongside onchain tables, and keep uploads private on plans that support private data.
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 Dune and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Dune and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Cryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python, TS, and GoWebhooksDocs | Auth: APIKeySDKs: PythonDocs |
Import methods | CSV | BrokerOAuthCSV |
Integrations | TrinodbtSnowflakeBigQueryDatabricksMCP | Interactive BrokersTradier |
Export formats | CSVJSON | CSVJSON |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | DEX dataWallet tracking | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | DuneCountry: NorwayFounded 2018Support: Email | Portfolio123Support: Forum |
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 | Freecredits per month: 2,500 · low rpm: 15 rpm · +1 more | Free“Manage (Free)” |
| Entry paid plan | $75/mo“Analyst”credits per month: 4,000 | $25/mo“Retail Research Plans” |
| Top plan | $399/mo“Plus”credits per month: 25,000 · api calls per minute: 200 | — |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Dune and Portfolio123?
Dune leans toward on-chain analytics, DEX / defi, and wallet / address monitoring, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Dune and Portfolio123 cost?
Good news: both Dune and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do Dune 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 Dune or Portfolio123?
It depends on what you're after. Pick Dune if on-chain analytics and DEX / defi matter to you; go with Portfolio123 if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do Dune and Portfolio123 cover?
Dune covers cryptos. Portfolio123 covers stocks, ETFs, and closed-end funds.
Do Dune and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Dune and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Dune or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Dune, you're entering holdings by hand or importing files.
Which has a better stock screener: Dune or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Dune doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Dune or Portfolio123?
Portfolio123 handles portfolio tracking. Dune is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.