VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, February 19, 2026
Tool Comparison
Fiscal.ai vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Fiscal.ai
fiscal.ai
Portfolio123
portfolio123.com
At a glance
Tool
Fiscal.ai
$39/mo
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Fiscal.ai | Portfolio123 |
|---|---|---|
Asset types | StocksETFsMutual FundsFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSVImagePDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Fiscal.ai only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between Fiscal.ai and Portfolio123?
Fiscal.ai focuses on Stock Ideas, Screeners, and Stock Comparison while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 10 categories, so choose based on your preferred workflow and pricing.
How much do Fiscal.ai and Portfolio123 cost?
Good news—both Fiscal.ai and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do Fiscal.ai 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 Fiscal.ai or Portfolio123?
Choose Fiscal.ai if you need Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier.. 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 Fiscal.ai and Portfolio123 cover?
Both cover Stocks, and ETFs. Fiscal.ai also includes Mutual Funds, and Funds. Portfolio123 adds coverage for Closed-End Funds.
Do Fiscal.ai and Portfolio123 offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from Fiscal.ai and Portfolio123?
Fiscal.ai supports data exports to CSV, Image, and PDF. Portfolio123 has more limited export options.
Can Fiscal.ai or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Fiscal.ai requires manual portfolio entry or data import.
Which has a better stock screener—Fiscal.ai or Portfolio123?
Both Fiscal.ai and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Fiscal.ai 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.