EPSMomentum vs Portfolio123 comparison

EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 9 categories, so choose based on your preferred workflow and pricing.

Good news—both EPSMomentum and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

EPSMomentum has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. Go with Portfolio123 if 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., and 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. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 adds coverage for Closed-End Funds.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Portfolio123 connects with brokers for portfolio syncing. EPSMomentum requires manual portfolio entry or data import.

EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Portfolio123 is better suited for buy-and-hold investors focused on fundamentals.

Both EPSMomentum and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.