Tool Comparison
Invesst vs Portfolio123
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want AI chat.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want an API so you can script or automate things
- You want data visualizations, quant, and stock ideas.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You want data visualizations, quant, and stock ideas.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Invesst and Portfolio123 cover a lot of the same ground (4 shared categories, including screeners, valuation models, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Invesst's 5, including data visualizations, quant, and stock ideas. Invesst counters by being completely free.
What readers say
Invesst
No votes yet. Cast the first one.
Portfolio123
No votes yet. Cast the first one.
Key differences at a glance
- API access
- Portfolio123
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- Free plan
- Both
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
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 | 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 | Yes | 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 | 5 | 19 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 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 | Broker sync | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Invesst | Visit Portfolio123 |
Standout features
The best features of Invesst and Portfolio123.ShowHide
Standout features
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
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 Invesst and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | 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 | BrokerOAuth | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Broker sync | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 2/5Reliability 3/5UX 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“Open Beta” | Free“Manage (Free)” |
| Entry paid plan | — | $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 Invesst and Portfolio123?
Invesst leans toward screeners, valuation models, and portfolio, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Invesst and Portfolio123 cost?
Good news: both Invesst and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does Invesst or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Invesst doesn't, so you're working through its interface.
Should I choose Invesst or Portfolio123?
It depends on what you're after. Pick Invesst if AI chat matter to you; go with Portfolio123 if you'd rather have data visualizations and quant. And if you only need the basics both share, let price decide.
What asset classes do Invesst and Portfolio123 cover?
Both cover stocks and ETFs. Invesst also handles cryptos. Portfolio123 adds closed-end funds on top.
Do Invesst and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Invesst and Portfolio123?
Portfolio123 exports to CSV. Invesst is stingier about getting data out.
Can Invesst or Portfolio123 connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Invesst or Portfolio123?
Both Invesst 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 Invesst or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.