BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

Frost & Sullivan vs Portfolio123

Paid from
—
Free plan
No
Platforms
Web

Best if

  • You want newsletters and custom dashboards.

Portfolio123

TestedMost versatile pick
Review & pricing
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 an API so you can script or automate things

Pick Frost & Sullivan instead if

Frost & Sullivan logo

Frost & Sullivan

frost.com

One-time, Subscription · Web

  • You want newsletters and custom dashboards.
Most versatile pick

Start here

Portfolio123 logo

Portfolio123

portfolio123.comTested

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 an API so you can script or automate things

Skip both if: Neither one clicks with how you research; there are strong third options.

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Our take

The bottom line

Frost & Sullivan and Portfolio123 cover a lot of the same ground (2 shared categories, scores and AI research), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Frost & Sullivan's 4, including screeners, data visualizations, and quant. Frost & Sullivan counters by keeping things simpler.

What readers say

Frost & Sullivan

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Portfolio123

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Key differences at a glance

Free plan
Portfolio123
Broader coverage
Portfolio12319 vs 4 categories
Desktop app
Portfolio123
API access
Portfolio123
Real-time data
Portfolio123
Broker sync
Portfolio123
See the full side-by-side table
Frost & Sullivan logo

What Frost & Sullivan does best

  1. Buy individual research reports from the Frost store, including market studies, Frost Radar benchmarks, economic research, and technology research.
  2. Compare companies with Frost Radar's Growth and Innovation framework.
  3. Use the Growth Dialog included with current Frost Radar purchases to discuss the report with Frost experts.
  4. Use Growth Opportunity Analytics to research competitive intensity, customer dynamics, industry convergence, disruptive technologies, global megatrends, new business models, and emerging markets.
  5. Use Growth Generator for frequently updated market data, forecasts, filters, comparisons, custom dashboards, and analyst context.
Portfolio123 logo

What Portfolio123 does best

  1. Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
  2. Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
  3. Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
  4. Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
  5. 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 & plans
Starting price
One-time, Subscription
Free • From $300/yr
Free tier
No
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Desktop app
No
Yes
Mobile app
No
No
API access
No
Yes
Broker sync
No
Yes
Integrations
—
Interactive Brokers and Tradier
Coverage & data
Asset types
Other
StocksETFsClosed-End Funds
Target audience
Not specified
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers
Data freshness
Not specified
Real-timeEnd of Day
Data granularity
Not specified
EOD
Export formats
PDFImage
CSVJSON

Pricing comparison

Free plan
—
Free“Manage (Free)”
Entry paid plan
$4950“Frost Radar report example”
$300/yr≈ $25/mo“Screener (Annual)”
Tier 2
Subscription“Growth Generator and Enterprise Programs”
$35/mo“Screener (Monthly)”
Tier 3
—
$1000/yr≈ $83.33/mo“Backtest (Annual)”
Tier 4
—
$116/mo“Backtest (Monthly)”
Tier 5
—
$1500/yr≈ $125/mo“Portfolio (Annual)”
Tier 6
—
$174/mo“Portfolio (Monthly)”
Tier 7
—
$2400/yr≈ $200/mo“Ultimate (Annual)”
Top plan
—
$278/mo“Ultimate (Monthly)”
Custom / enterprise
—
Contact sales“Professional / API & Data Licenses”

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Frost & Sullivan and Portfolio123
Attribute
Frost & Sullivan logo
Frost & Sullivan
Portfolio123 logo
Portfolio123
Pricing & plans
Starting price
One-time, SubscriptionFree • From $300/yr
Free tier
NoYes
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
YesYes
Desktop app
NoYes
Mobile app
NoNo
API access
NoYes
Broker sync
NoYes
Integrations
—Interactive Brokers and Tradier
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
—Retail Traders, Pro Retail +5 more
Categories covered
419
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth 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 itVisit Frost & SullivanVisit Portfolio123

Standout features

The best features of Frost & Sullivan and Portfolio123.
Show
Frost & Sullivan logo

What Frost & Sullivan does best

  1. Buy individual research reports from the Frost store, including market studies, Frost Radar benchmarks, economic research, and technology research.
  2. Compare companies with Frost Radar's Growth and Innovation framework.
  3. Use the Growth Dialog included with current Frost Radar purchases to discuss the report with Frost experts.
  4. Use Growth Opportunity Analytics to research competitive intensity, customer dynamics, industry convergence, disruptive technologies, global megatrends, new business models, and emerging markets.
  5. Use Growth Generator for frequently updated market data, forecasts, filters, comparisons, custom dashboards, and analyst context.
Portfolio123 logo

What Portfolio123 does best

  1. Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
  2. Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
  3. Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
  4. Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
  5. 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 Frost & Sullivan and Portfolio123.
Show
Attribute
Frost & Sullivan logo
Frost & Sullivan
Portfolio123 logo
Portfolio123
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
Not specified
REST
API auth & delivery
Not specified
Auth: APIKeyDocs
Import methods
Not specified
BrokerOAuthCSV
Integrations
Not specified
Interactive BrokersTradier
Export formats
PDFImage
CSVJSON
Plans & trust
Capability signals
Not specified
Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation
Vendor & support
Frost & SullivanCountry: United StatesFounded 1961Support: Email and Phone
Portfolio123Support: Forum
Curation ratings
Methodology 3/5Reliability 4/5UX 3/5
Not specified

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Frost & Sullivan and Portfolio123
Tier
Frost & Sullivan logo
Frost & Sullivan
Portfolio123 logo
Portfolio123
Free plan—
Free“Manage (Free)”
Entry paid plan
$4950“Frost Radar report example”
$300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more
Tier 2
Subscription“Growth Generator and Enterprise Programs”
$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 Frost & Sullivan and Portfolio123?

Frost & Sullivan leans toward scores, newsletters, and custom dashboards, 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 Frost & Sullivan or Portfolio123 free to use?

Portfolio123 has a free tier, so you can get started without paying anything. Frost & Sullivan is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.

Does Frost & Sullivan or Portfolio123 have an API?

Portfolio123 has an API for programmatic access and custom integrations. Frost & Sullivan doesn't, so you're working through its interface.

Should I choose Frost & Sullivan or Portfolio123?

It depends on what you're after. Pick Frost & Sullivan if newsletters and custom dashboards matter to you; 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 Frost & Sullivan and Portfolio123 cover?

Frost & Sullivan covers other. Portfolio123 covers stocks, ETFs, and closed-end funds.

Does Frost & Sullivan or Portfolio123 have real-time data?

Portfolio123 offers real-time data, which matters if you trade actively. Frost & Sullivan 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 Frost & Sullivan and Portfolio123?

Portfolio123 exports to CSV. Frost & Sullivan is stingier about getting data out.

Can Frost & Sullivan or Portfolio123 connect to my broker?

Portfolio123 syncs with brokers automatically. With Frost & Sullivan, you're entering holdings by hand or importing files.

Which has a better stock screener: Frost & Sullivan or Portfolio123?

Portfolio123 has a stock screener for surfacing ideas; Frost & Sullivan doesn't, and focuses its energy elsewhere.

Can I track my portfolio with Frost & Sullivan or Portfolio123?

Portfolio123 handles portfolio tracking. Frost & Sullivan is really a research tool; you'd track your portfolio elsewhere.

Feedback

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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.