Tool Comparison
Investing.com vs Portfolio123
- Paid from
- $18.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, Other
Best if
- You want the cheaper way in: plans start at $18.95/mo instead of $25/mo
- You do a lot of your research from your phone
- You want stock comparison, options, and institutional ownership.
Use code findmymoat
- 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 quant, backtesting, and factor exposure.
Pick Investing.com if
Investing.com
Free • From $18.95/mo · Web · Mobile · Other
- You want the cheaper way in: plans start at $18.95/mo instead of $25/mo
- You do a lot of your research from your phone
- You want stock comparison, options, and institutional ownership.
Use code findmymoat
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You want quant, backtesting, and factor exposure.
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.
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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
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Investing.com$18.95/mo vs $25/mo
- Broader coverage
- Investing.com34 vs 19 categories
- Mobile app
- Investing.com
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
What Investing.com does best
- Monitor 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
- 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 • From $18.95/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Investing.com Free: public api: Not available, Investing.com Free: data latency: Varies by instrument/source; not all data is real-time +16 more | 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 | 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 |
Standout features
The best features of Investing.com and Portfolio123.ShowHide
Standout features
What Investing.com does best
- Monitor 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
- 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 Investing.com and Portfolio123.ShowHide
All details
| 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: APIKeyDocs |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Investing.com Free”public api: Not available · data latency: Varies by instrument/source; not all data is real-time · +1 more | Free“Manage (Free)” |
| Entry paid plan | $18.95/mo“InvestingPro”warren ai credits: 50/month · us pro picks strategies: 6 · +6 more | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $46.95/mo“InvestingPro+”warren ai credits: 500/month · pro picks strategies: 88 · +5 more | $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” |
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.
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