★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ETF Insider checked August 4, 2026
Tool Comparison
ETF Insider vs Portfolio123
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 care about ETF screeners, risk metrics, and ETF analysis, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You care about quant, stock ideas, and scores, things ETF Insider doesn't offer
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 (7 shared categories, including screeners, data visualizations, and factor exposure), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to ETF Insider's 11, including quant, stock ideas, and scores. ETF Insider counters by starting cheaper at $14/mo.
What readers say
ETF Insider
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
- Free plan
- Both
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 $14/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 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 | — | 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 | 11 | 19 |
Regions | North America | 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 | 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 |
Where each one shines
What ETF Insider and Portfolio123 each do best.ShowHide
Where each one shines
What ETF Insider and Portfolio123 each do best.What ETF Insider does best
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through 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.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
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 ETF Insider and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and Portfolio123, side by side.| 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 | Real-time | 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: APIKeySDKs: PythonDocs |
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.
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 | 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 | $25/mo“Retail Research Plans” |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between ETF Insider and Portfolio123?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 7 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 quant and stock ideas. 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.
Do ETF Insider and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
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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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.