★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Euromonitor (Passport) checked August 4, 2026
Tool Comparison
Euromonitor (Passport) vs Portfolio123
Pick Euromonitor (Passport) instead if
Euromonitor (Passport)
Subscription, One-time · Web · API
- Go this way if you prefer a simpler, more focused tool.
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, data visualizations, and quant, things Euromonitor (Passport) 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
Euromonitor (Passport) and Portfolio123 cover a lot of the same ground (2 shared categories, APIs & data feeds and macro data), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Euromonitor (Passport)'s 2, including screeners, data visualizations, and quant. Euromonitor (Passport) counters by keeping things simpler.
What readers say
Euromonitor (Passport)
Vote once to reveal the community verdict.
Portfolio123
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Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 2 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
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 | Subscription, One-time | Free • From $25/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 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 +5 more |
Categories covered | 2 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Euromonitor (Passport) | Visit Portfolio123 |
Where each one shines
What Euromonitor (Passport) and Portfolio123 each do best.ShowHide
Where each one shines
What Euromonitor (Passport) and Portfolio123 each do best.What Euromonitor (Passport) does best
- Research coverage for global industries, economies, countries, consumer markets, channels, companies, brands, and category trends from one subscription platform.
- Passport data for market sizing, category growth, consumer behavior, channel analysis, macro context, and country or industry comparisons.
- Access to reports, expert insights, forecasts, market sizes, company shares, brand shares, and statistical datasets where your subscription includes them.
- Passport AI for natural-language market-research questions and concise summaries across subscribed Passport sources.
- Official Passport APIs, including statistics and insights delivery, to integrate subscribed content into internal dashboards, models, and workflows.
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 Euromonitor (Passport) and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Euromonitor (Passport) and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Other | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2 | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | ExcelPDFPowerPoint | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Euromonitor International LtdCountry: United KingdomFounded 1972Support: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 4/5Reliability 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“Manage (Free)” |
| Entry paid plan | Subscription“Passport (Subscription)” | $25/mo“Retail Research Plans” |
| Top plan | One-time“Individual Reports” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Euromonitor (Passport) and Portfolio123?
Euromonitor (Passport) leans toward APIs & data feeds and macro data, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Euromonitor (Passport) or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Euromonitor (Passport) is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Do Euromonitor (Passport) 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 Euromonitor (Passport) or Portfolio123?
It depends on what you're after. Pick Euromonitor (Passport) if you prefer its overall approach; go with Portfolio123 if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Euromonitor (Passport) and Portfolio123 cover?
Euromonitor (Passport) covers other. Portfolio123 covers stocks, ETFs, and closed-end funds.
Does Euromonitor (Passport) or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Euromonitor (Passport) 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.
Can I export data from Euromonitor (Passport) and Portfolio123?
Yes, both export to spreadsheets (Euromonitor (Passport): Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can Euromonitor (Passport) or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Euromonitor (Passport), you're entering holdings by hand or importing files.
Which has a better stock screener: Euromonitor (Passport) or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Euromonitor (Passport) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Euromonitor (Passport) or Portfolio123?
Portfolio123 handles portfolio tracking. Euromonitor (Passport) is really a research tool; you'd track your portfolio elsewhere.
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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.