VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
Firefly III vs Portfolio123
Firefly III vs Portfolio123: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Firefly III
firefly-iii.org
Best for webhooks, and other
- Pricing
- Free
- Platforms
- Web, API
Portfolio123
Pickportfolio123.com
Best for screeners, and data visualizations
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Firefly III if…
- You need self-hosted open-source personal finance manager (agplv3 license).
- You need supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
- You need comprehensive rest api (json) with oauth2 and personal access tokens, plus a full openapi specification.
- You need api documentation now notes ongoing versioned diffs from v6.4.0 onward and primary-currency conversion fields when exchange-rate conversion is enabled.
Choose
Portfolio123 if…
- You need real-time data, not delayed quotes
- You need web‑based quant research terminal for building multifactor ranking systems, stock/etf screens, and complete rules‑based strategies with no programming, powered by point‑in‑time factset data and marketed as free of survivorship and look‑ahead bias.
- You need supports realistic simulations and backtests over roughly 20 years of history for us, canadian, and european equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “book of strategies” to combine and analyze correlated systems.
- You need stock & etf coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current us, canadian, and european stocks” and many more historical issues.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Firefly III | Portfolio123 |
|---|---|---|
Asset types | Other | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North AmericaEurope |
Data freshness | Not specified | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSV | JSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Firefly III
—
Starting price
Plans & pricing
Tool
Portfolio123
$9
Starting price
Plans & pricing
Coverage overlap
Categories covered by Portfolio123 only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Firefly III and Portfolio123?
Firefly III focuses on Portfolio, APIs & SDKs, and Webhooks while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Firefly III and Portfolio123 cost?
Good news—both Firefly III and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do Firefly III and Portfolio123 have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Firefly III or Portfolio123?
Choose Firefly III if you need Self-hosted open-source personal finance manager (AGPLv3 license)., and Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.
What asset classes do Firefly III and Portfolio123 cover?
Both cover common asset types. Firefly III also includes Other. Portfolio123 adds coverage for Stocks, ETFs, and Closed-End Funds.
Does Firefly III or Portfolio123 have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Firefly III uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Firefly III and Portfolio123?
Firefly III supports data exports to CSV. Portfolio123 has more limited export options.
Can Firefly III or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Firefly III requires manual portfolio entry or data import.
Which has a better stock screener—Firefly III or Portfolio123?
Portfolio123 includes a stock screener for finding investment ideas. Firefly III focuses on other analytical tools.
Can I track my portfolio with Firefly III or Portfolio123?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.