Tool Comparison
FullRatio vs Portfolio123
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock comparison, dividends, and checklist.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want quant, stock ideas, and scores.
Pick FullRatio if
FullRatio
Free • Paid plans available · Web
- You want stock comparison, dividends, and checklist.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want quant, stock ideas, and scores.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FullRatio and Portfolio123 cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and financials), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to FullRatio's 10, including quant, stock ideas, and scores. FullRatio counters by being completely free.
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FullRatio
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Portfolio123
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
What FullRatio does best
- The screener filters stocks by company details, price performance, valuation, dividends, financial statements, liquidity, margins, returns, growth, and scores.
- Company profiles combine delayed prices with TTM and historical financial data, valuation, scores, dividends, and balance-sheet analysis.
- Data Comparison and Bubble Chart views compare several stocks across selected measures.
- Price versus Fair Value charts compare market prices with configurable valuation bands.
- Industry pages provide context for valuation, liquidity, leverage, and return measures.
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 | Free • Paid plans available | Free • From $300/yr |
Free tier | Yes | 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 | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | Granularity: EOD and Corporate actions: Current | 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 FullRatio | Visit Portfolio123 |
Standout features
The best features of FullRatio and Portfolio123.ShowHide
Standout features
What FullRatio does best
- The screener filters stocks by company details, price performance, valuation, dividends, financial statements, liquidity, margins, returns, growth, and scores.
- Company profiles combine delayed prices with TTM and historical financial data, valuation, scores, dividends, and balance-sheet analysis.
- Data Comparison and Bubble Chart views compare several stocks across selected measures.
- Price versus Fair Value charts compare market prices with configurable valuation bands.
- Industry pages provide context for valuation, liquidity, leverage, and return measures.
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 FullRatio and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USExchanges: XNAS, XNYS, and XASEIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | EOD | 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 | CSV | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | FullRatioSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 3/5Reliability 3/5UX 4/5 | 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 | Free“Manage (Free)” |
| Entry paid plan | Subscription“Premium” | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | — | $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” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between FullRatio and Portfolio123?
FullRatio leans toward screeners, data visualizations, and stock comparison, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do FullRatio and Portfolio123 cost?
Good news: both FullRatio and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: FullRatio or Portfolio123?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does FullRatio or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. FullRatio doesn't, so you're working through its interface.
Should I choose FullRatio or Portfolio123?
It depends on what you're after. Pick FullRatio if stock comparison and dividends matter to you; go with Portfolio123 if you'd rather have quant and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do FullRatio and Portfolio123 cover?
Both cover stocks. Portfolio123 adds ETFs and closed-end funds on top.
Does FullRatio or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. FullRatio 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.
Which covers international markets: FullRatio or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. FullRatio is more region-specific, mainly North America.
Can I export data from FullRatio and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can FullRatio or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With FullRatio, you're entering holdings by hand or importing files.
Which has a better stock screener: FullRatio or Portfolio123?
Both FullRatio and Portfolio123 include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with FullRatio or Portfolio123?
Portfolio123 handles portfolio tracking. FullRatio is really a research tool; you'd track your portfolio elsewhere.
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