Tool Comparison
Dune vs Portfolio123
- Paid from
- $75/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want on-chain analytics, DEX / defi, and wallet / address monitoring.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want the cheaper way in: plans start at $25/mo instead of $75/mo
- You want screeners, quant, and stock ideas.
Pick Dune if
Dune
Free • From $75/mo · Web · API
- You want on-chain analytics, DEX / defi, and wallet / address monitoring.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $75/mo
- You want screeners, quant, and stock ideas.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $75/mo
- Free trial
- Dune14 days
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
What Dune does best
- Query raw, decoded, and curated blockchain data with SQL across EVM and non-EVM chains.
- The Analytics Hub for query editing, visualizations, dashboards, Dune AI, uploaded data, search, and alerts in one workflow.
- Build dashboards with charts, markdown, text, images, and query-result visualizations.
- Create 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
- 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 $75/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 5 limits: Free: credits per month: 0, New account trial: total trial credits: 2,500 +3 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 | 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 |
Standout features
The best features of Dune and Portfolio123.ShowHide
Standout features
What Dune does best
- Query raw, decoded, and curated blockchain data with SQL across EVM and non-EVM chains.
- The Analytics Hub for query editing, visualizations, dashboards, Dune AI, uploaded data, search, and alerts in one workflow.
- Build dashboards with charts, markdown, text, images, and query-result visualizations.
- Create 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
- 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 Dune and Portfolio123.ShowHide
All details
| 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: APIKeyDocs |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freecredits per month: 0 | Free“Manage (Free)” |
| Entry paid plan | $75/mo“Analyst”credits per month: 4,000 | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $399/mo“Plus”credits per month: 25,000 · api calls per minute: 200 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $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“Enterprise” | Contact sales“Professional / API & Data Licenses” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
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.
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