★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs Portfolio123
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $25/mo
- You do a lot of your research from your phone
- You care about money flow, news, and news sentiment, things Portfolio123 doesn't offer
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You care about quant, valuation models, and correlation, things EPSMomentum 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
EPSMomentum and Portfolio123 cover a lot of the same ground (11 shared categories, including screeners, stock ideas, and data visualizations), so for the basics you won't go far wrong with either. The real difference is focus: only EPSMomentum gives you money flow and news, and only Portfolio123 gives you quant and valuation models.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $25/mo
- Mobile app
- EPSMomentum
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
- Asset coverage
- Portfolio123Adds closed-end funds
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 $9.99/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | TradingView | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit Portfolio123 |
Where each one shines
What EPSMomentum and Portfolio123 each do best.ShowHide
Where each one shines
What EPSMomentum and Portfolio123 each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
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 EPSMomentum and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeySDKs: PythonDocs |
Import methods | Manual | BrokerOAuthCSV |
Integrations | TradingView | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | EPSM Inc.Country: USASupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
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 | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free“Manage (Free)” |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $25/mo“Retail Research Plans” |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | — |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between EPSMomentum and Portfolio123?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Portfolio123 cost?
Good news: both EPSMomentum and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Portfolio123 on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do EPSMomentum 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 EPSMomentum or Portfolio123?
It depends on what you're after. Pick EPSMomentum if money flow and news matter to you; go with Portfolio123 if you'd rather have quant and valuation models. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio123 adds closed-end funds on top.
Do EPSMomentum and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: EPSMomentum or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and Portfolio123?
Portfolio123 exports to CSV. EPSMomentum is stingier about getting data out.
Can EPSMomentum or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With EPSMomentum, you're entering holdings by hand or importing files.
Is EPSMomentum or Portfolio123 better for day trading?
EPSMomentum is the one positioned more for active traders. Portfolio123 is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Portfolio123?
Both EPSMomentum and Portfolio123 include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.