Tool Comparison
IBISWorld vs Portfolio123
- Paid from
- —
- Free plan
- No
- Platforms
- Web, API
Best if
- You want AI chat 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 screeners, data visualizations, and quant.
Pick IBISWorld instead if
IBISWorld
Subscription, One-time · Web · API
- You want AI chat 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 screeners, data visualizations, and quant.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
IBISWorld and Portfolio123 cover a lot of the same ground (3 shared categories, APIs & data feeds, scores, and blogs), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to IBISWorld's 5, including screeners, data visualizations, and quant. IBISWorld counters by keeping things simpler.
What readers say
IBISWorld
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Portfolio123
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Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
What IBISWorld does best
- Industry Research Reports include market conditions, forecasts, performance, risks, companies, and financial benchmarks, with PDF downloads and selected table exports.
- Individual reports are sold separately, while annual memberships cover a licensed collection of reports and products.
- Business Environment Profiles for proprietary forecasts across economic indicators.
- Industry Risk Ratings and Early Warning System data for forward-looking industry risk context.
- Valuation Multiples provide five years of industry EV/Revenue, EV/EBIT, and EV/EBITDA benchmarks in more than 1,300 US, UK, and Australian reports.
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 | Subscription, One-time | 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 | Yes | Yes |
Broker sync | No | Yes |
Integrations | Salesforce and Snowflake | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 5 | 19 |
Regions | North America, Europe, APAC | 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 IBISWorld | Visit Portfolio123 |
Standout features
The best features of IBISWorld and Portfolio123.ShowHide
Standout features
What IBISWorld does best
- Industry Research Reports include market conditions, forecasts, performance, risks, companies, and financial benchmarks, with PDF downloads and selected table exports.
- Individual reports are sold separately, while annual memberships cover a licensed collection of reports and products.
- Business Environment Profiles for proprietary forecasts across economic indicators.
- Industry Risk Ratings and Early Warning System data for forward-looking industry risk context.
- Valuation Multiples provide five years of industry EV/Revenue, EV/EBIT, and EV/EBITDA benchmarks in more than 1,300 US, UK, and Australian reports.
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 IBISWorld 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 AmericaEuropeAPAC | North AmericaEurope |
Coverage details | 7 countries | 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 | REST | REST |
API auth & delivery | Auth: OAuth2100 req/min | Auth: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | SalesforceSnowflake | Interactive BrokersTradier |
Export formats | PDFExcelJSON | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | IBISWorldFounded 1971Support: Email and Phone | Portfolio123Support: Forum |
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 | Subscription“Membership (Subscription)” | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $2850“Single Report - Industry Research” | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | $800“Single Report - Spotlight” | $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 IBISWorld and Portfolio123?
IBISWorld leans toward APIs & data feeds, scores, and AI chat, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is IBISWorld or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. IBISWorld is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Do IBISWorld and Portfolio123 have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose IBISWorld or Portfolio123?
It depends on what you're after. Pick IBISWorld if AI chat 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 IBISWorld and Portfolio123 cover?
IBISWorld covers other. Portfolio123 covers stocks, ETFs, and closed-end funds.
Does IBISWorld or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. IBISWorld 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 IBISWorld and Portfolio123?
Yes, both export to spreadsheets (IBISWorld: Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can IBISWorld or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With IBISWorld, you're entering holdings by hand or importing files.
Which has a better stock screener: IBISWorld or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; IBISWorld doesn't, and focuses its energy elsewhere.
Can I track my portfolio with IBISWorld or Portfolio123?
Portfolio123 handles portfolio tracking. IBISWorld is really a research tool; you'd track your portfolio elsewhere.
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