FactorsToday vs Portfolio Performance comparison

FactorsToday focuses on Screeners, Quant, and Data Visualizations while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Portfolio Performance offers a free tier that lets you get started without paying, while FactorsToday requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.

Portfolio Performance has a mobile app so you can check your research on the go. FactorsToday is web-only, so you'll need a browser to access it from mobile devices.

FactorsToday provides API access for programmatic data retrieval and custom integrations. Portfolio Performance doesn't currently offer an API, so you'll need to use their web interface.

Choose FactorsToday if you need Live dashboards for "Extreme Factor Moves" and "Extreme Factor Pairs" using z-scores across multiple time windows., and Factor Screener (filter by timeframe/return/direction/name) and Stock Screener (filter by stock type, factor criteria, and model-fit metrics like R^2/Adj R^2), with CSV export.. Go with Portfolio Performance if Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. FactorsToday also includes Closed-End Funds. Portfolio Performance adds coverage for Bonds, Cryptos, Commodities, and Other.

FactorsToday offers real-time data feeds, which is essential for active traders. Portfolio Performance uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV, and JSON). This is useful for custom analysis or record-keeping.

Portfolio Performance connects with brokers for portfolio syncing. FactorsToday requires manual portfolio entry or data import.

FactorsToday includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.