GuruFocus vs Portfolio123 comparison

GuruFocus focuses on Screeners, Stock Ideas, and Stock Comparison while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 13 categories, so choose based on your preferred workflow and pricing.

Good news—both GuruFocus and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

GuruFocus has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose GuruFocus if you need Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.. 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.

Both cover Stocks, and ETFs. GuruFocus also includes Mutual Funds, Options, and Funds. Portfolio123 adds coverage for Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. GuruFocus uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

GuruFocus supports data exports to Excel, Image, PDF, and JSON. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. GuruFocus requires manual portfolio entry or data import.

Both GuruFocus and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.