Tool Comparison
ETF Insider vs Portfolio123
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $14/mo instead of $25/mo
- You want ETF screeners, risk metrics, and ETF analysis.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, quant, and stock ideas.
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want the cheaper way in: plans start at $14/mo instead of $25/mo
- You want ETF screeners, risk metrics, and ETF analysis.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- 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
ETF Insider and Portfolio123 cover a lot of the same ground (6 shared categories, including data visualizations, factor exposure, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to ETF Insider's 10, including screeners, quant, and stock ideas. ETF Insider counters by starting cheaper at $14/mo.
What readers say
ETF Insider
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 $14/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +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 | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | SEC EDGAR and Issuer Websites | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit ETF Insider | Visit Portfolio123 |
Standout features
The best features of ETF Insider and Portfolio123.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 ETF Insider and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | 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 | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CSVManual | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | ImagePDFExcel | CSVJSON |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: 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 | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Free“Manage (Free)” |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | — | $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 alternatives
Questions we keep getting
What's the difference between ETF Insider and Portfolio123?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Portfolio123 cost?
Good news: both ETF Insider and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do ETF Insider 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 ETF Insider or Portfolio123?
It depends on what you're after. Pick ETF Insider if ETF screeners and risk metrics 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 ETF Insider and Portfolio123 cover?
Both cover ETFs and stocks. ETF Insider also handles mutual funds. Portfolio123 adds closed-end funds on top.
Does ETF Insider or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. ETF Insider runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: ETF Insider or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Portfolio123?
Yes, both export to spreadsheets (ETF Insider: Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can ETF Insider or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or Portfolio123?
Both ETF Insider 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 ETF Insider or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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