VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
ETF Action vs Portfolio123
ETF Action vs Portfolio123: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
ETF Action
etfaction.com
Best for etf overview, and etf performance
- Pricing
- Free • Paid plans available
- Platforms
- Web, API
Portfolio123
Pickportfolio123.com
Best for quant, and stock ideas
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
ETF Action if…
- You need global etf ‘channels’ taxonomy with category reports and dashboards (size & style us/global, region & country, sector & industry, thematic, fixed income, non‑traditional, commodities, crypto).
- You need look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
- You need flows & trading dashboards (volumes/adv); flows noted as t+1 timing in daily updates.
- You need live pricing on platform pages via polygon.io fmv quotes (real‑time-ish indicative).
Choose
Portfolio123 if…
- You need 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.
- You need 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.
- You need 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.
- You need ai factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting api endpoints.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | ETF Action | Portfolio123 |
|---|---|---|
Asset types | ETFsStocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | ExcelCSVPDF | JSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
ETF Action
$29/mo
Starting price
Plans & pricing
Tool
Portfolio123
$9
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by ETF Action only.
Categories covered by Portfolio123 only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between ETF Action and Portfolio123?
ETF Action focuses on ETF Overview, ETF Performance, and ETF Holdings while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 8 categories, so choose based on your preferred workflow and pricing.
How much do ETF Action and Portfolio123 cost?
Good news—both ETF Action and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do ETF Action and Portfolio123 have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose ETF Action or Portfolio123?
Choose ETF Action if you need Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., and Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.. 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.
What asset classes do ETF Action and Portfolio123 cover?
Both cover ETFs, and Stocks. Portfolio123 adds coverage for Closed-End Funds.
Do ETF Action and Portfolio123 offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from ETF Action and Portfolio123?
ETF Action supports data exports to Excel, CSV, and PDF. Portfolio123 has more limited export options.
Can ETF Action or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. ETF Action requires manual portfolio entry or data import.
Which has a better stock screener—ETF Action or Portfolio123?
Both ETF Action and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with ETF Action or Portfolio123?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.