★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Investing.com vs Portfolio123
Pick Investing.com if
Investing.com
Free • From $13.99/mo · Web · Mobile · Other
- You want the cheaper way in: plans start at $13.99/mo instead of $25/mo
- You do a lot of your research from your phone
- You care about stock comparison, options, and institutional ownership, things Portfolio123 doesn't offer
Use code findmymoat
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want an API so you can script or automate things
- You care about quant, backtesting, and factor exposure, things Investing.com doesn't offer
Already use these? The faster win is ranked stock ideas or the free-tools shortlist.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Investing.com and Portfolio123 cover a lot of the same ground (14 shared categories, including stock ideas, screeners, and data visualizations), so for the basics you won't go far wrong with either. Investing.com simply does more: 34 categories to Portfolio123's 19, including stock comparison, options, and institutional ownership, plus a mobile app. Portfolio123 counters by keeping things simpler.
What readers say
Investing.com
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Investing.com$13.99/mo vs $25/mo
- Broader coverage
- Investing.com34 vs 19 categories
- Mobile app
- Investing.com
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $13.99/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 21 limits: Free / Ad-supported Investing.com: public api: Not available, Free / Ad-supported Investing.com: data latency: Varies by instrument/source; not all data is real-time +19 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Investing.com Webmaster Tools / embeddable widgets, RSS feeds +2 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | Retail Traders, Pro Retail +5 more |
Categories covered | 34 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Minute and EOD +2 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 6 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +4 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Encryption in transit | — |
| Try it | Visit Investing.com | Visit Portfolio123 |
Where each one shines
What Investing.com and Portfolio123 each do best.ShowHide
Where each one shines
What Investing.com and Portfolio123 each do best.What Investing.com does best
- Monitoring global markets across stocks, ETFs, indices, commodities, currencies, crypto, bonds, funds, futures, options, interest rates, and economic indicators.
- The economic calendar for streaming macro events, actual versus forecast data, country and importance filters, time-zone controls, date ranges, and event alerts.
- Tracking watchlists and portfolios across web and mobile with alerts, holdings monitoring, CSV import for watchlists or holdings, and portfolio CSV export.
- Screening for stocks with filters for valuation, growth, dividends, sectors, industries, themes, technicals, risk, returns, price, market cap, and profile data.
- Research coverage for ticker pages with charts, technical indicators, financials, analyst ratings, transcripts, SEC filings, insider trading, earnings, dividends, news, and related investment ideas where available.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for Investing.com and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Investing.com and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrenciesCryptosClosed-End FundsFunds+4 more | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors+2 more | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker and ISIN | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | ExchangeOTCVendorModel | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFactSetRefinitivMarket maker CFDsOther financial data providers | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | CSVManual | BrokerOAuthCSV |
Integrations | Investing.com Webmaster Tools / embeddable widgetsRSS feedsGoogle Play appApple App Store app | Interactive BrokersTradier |
Export formats | CSVXML | CSVJSON |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Momentum, and GrowthMulti-currencyYield curvesCDS spreadsAI summaries: Transcripts and News | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Investing.com / Fusion MediaFounded 2007Support: Email and Chat | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Free / Ad-supported Investing.com”public api: Not available · data latency: Varies by instrument/source; not all data is real-time · +1 more | Free“Manage (Free)” |
| Entry paid plan | $13.99/mo“InvestingPro”warren ai credits: 50/month · us pro picks strategies: 6 · +8 more | $25/mo“Retail Research Plans” |
| Top plan | $31.49/mo“InvestingPro+”warren ai credits: 500/month · pro picks strategies: 88 · +6 more | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Investing.com and Portfolio123?
Investing.com leans toward stock ideas, screeners, and stock comparison, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 14 categories, so for most people it comes down to workflow preference and price.
How much do Investing.com and Portfolio123 cost?
Good news: both Investing.com and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Investing.com or Portfolio123 on my phone?
Investing.com lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Does Investing.com or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Investing.com doesn't, so you're working through its interface.
Should I choose Investing.com or Portfolio123?
It depends on what you're after. Pick Investing.com if stock comparison and options matter to you; go with Portfolio123 if you'd rather have quant and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Investing.com and Portfolio123 cover?
Both cover stocks, ETFs, and closed-end funds. Investing.com also handles bonds, commodities, and currencies.
Do Investing.com and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Investing.com and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Investing.com or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Investing.com, you're entering holdings by hand or importing files.
Is Investing.com or Portfolio123 better for day trading?
Investing.com is the one positioned more for active traders. Portfolio123 is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Investing.com or Portfolio123?
Both Investing.com 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 Investing.com 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.