★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Dune vs Portfolio123
Dune
Best for on-chain analytics and DEX / defi
Free • From $45/mo
Portfolio123
Best for screeners and quant
Free • From $25/mo
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The verdict
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.
Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $45/mo
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
Choose
Dune if…
- You care about on-chain analytics, DEX / defi, and wallet / address monitoring, things Portfolio123 doesn't offer
Choose
Portfolio123 if…
- You want the cheaper way in: plans start at $25/mo instead of $45/mo
- You care about screeners, quant, and stock ideas, things Dune doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $45/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 8 limits: Free: credits per month: 2,500, Free: low rpm: 15 rpm +6 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 +3 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
What Dune does best
- Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains.
- Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place.
- Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor.
- Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
- Upload Data lets you import CSV files into Dune, query them like any other table, and optionally keep uploads private on premium plans; updates can be pushed via the API.
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 | 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 | TrinodbtSnowflakeBigQueryDatabricks | 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 breakdown
$45/mo
Starting price
Plans & pricing
- credits per month: 2,500
- low rpm: 15 rpm
- +1 more
- credits per month: 4,000
- credits per month: 25,000
- api calls per minute: 200
- credits per month: 100,000
- api calls per minute: 1,000
$25/mo
Lower starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Dune strengths
7What you only get with Dune.
Portfolio123 strengths
14Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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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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.