Tool Comparison
Euromonitor (Passport) vs Portfolio123
- Paid from
- —
- Free plan
- No
- Platforms
- Web, API
Best if
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and quant.
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 $300/yr · 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 want screeners, data visualizations, and quant.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Euromonitor (Passport) and Portfolio123 cover a lot of the same ground (3 shared categories, APIs & data feeds, macro data, and AI research), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Euromonitor (Passport)'s 3, including screeners, data visualizations, and quant. Euromonitor (Passport) counters by keeping things simpler.
What readers say
Euromonitor (Passport)
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Portfolio123
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Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 3 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
What Euromonitor (Passport) does best
- Research on industries, economies, countries, consumers, sales channels, companies, brands, and product categories.
- Market sizes, forecasts, company shares, brand shares, category growth, and country or industry comparisons where the subscription includes them.
- Passport AI answers questions from entitled Passport research and links each response to the source reports, data, and written analysis.
- Passport AI can explain its interpretation, list the datasets and report sections used, state its assumptions, and answer in multiple languages.
- The Passport Statistics API delivers market-size, company-share, and brand-share data from the customer's subscription.
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 | Subscription, One-time | Free • From $300/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 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 | Microsoft 365 Copilot Agent and MCP | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 3 | 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 |
Standout features
The best features of Euromonitor (Passport) and Portfolio123.ShowHide
Standout features
What Euromonitor (Passport) does best
- Research on industries, economies, countries, consumers, sales channels, companies, brands, and product categories.
- Market sizes, forecasts, company shares, brand shares, category growth, and country or industry comparisons where the subscription includes them.
- Passport AI answers questions from entitled Passport research and links each response to the source reports, data, and written analysis.
- Passport AI can explain its interpretation, list the datasets and report sections used, state its assumptions, and answer in multiple languages.
- The Passport Statistics API delivers market-size, company-share, and brand-share data from the customer's subscription.
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 Euromonitor (Passport) and Portfolio123.ShowHide
All details
| 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: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Microsoft 365 Copilot AgentMCP | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Manage (Free)” |
| Entry paid plan | Subscription“Passport (Subscription)” | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | One-time“Individual Reports” | $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“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Euromonitor (Passport) and Portfolio123?
Euromonitor (Passport) leans toward APIs & data feeds, macro data, and AI research, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 3 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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