Tool Comparison
Frost & Sullivan vs Portfolio123
- Paid from
- —
- Free plan
- No
- Platforms
- Web
Best if
- You want newsletters and custom dashboards.
- 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
One-time, Subscription · Web
- You want newsletters and custom dashboards.
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 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
What Frost & Sullivan does best
- Buy individual research reports from the Frost store, including market studies, Frost Radar benchmarks, economic research, and technology research.
- Compare companies with Frost Radar's Growth and Innovation framework.
- Use the Growth Dialog included with current Frost Radar purchases to discuss the report with Frost experts.
- Use Growth Opportunity Analytics to research competitive intensity, customer dynamics, industry convergence, disruptive technologies, global megatrends, new business models, and emerging markets.
- Use Growth Generator for frequently updated market data, forecasts, filters, comparisons, custom dashboards, and analyst context.
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 | One-time, Subscription | 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 | No | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 4 | 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 Frost & Sullivan | Visit Portfolio123 |
Standout features
The best features of Frost & Sullivan and Portfolio123.ShowHide
Standout features
What Frost & Sullivan does best
- Buy individual research reports from the Frost store, including market studies, Frost Radar benchmarks, economic research, and technology research.
- Compare companies with Frost Radar's Growth and Innovation framework.
- Use the Growth Dialog included with current Frost Radar purchases to discuss the report with Frost experts.
- Use Growth Opportunity Analytics to research competitive intensity, customer dynamics, industry convergence, disruptive technologies, global megatrends, new business models, and emerging markets.
- Use Growth Generator for frequently updated market data, forecasts, filters, comparisons, custom dashboards, and analyst context.
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 Frost & Sullivan 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 | 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.ShowHide
Pricing
| Tier | ||
|---|---|---|
| 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.
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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.