VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, May 13, 2026
Tool Comparison · Wednesday, May 13, 2026
Koyfin vs Portfolio123
Koyfin vs Portfolio123: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Koyfin
Pickkoyfin.com
Best for etf screeners, and custom dashboards
- Pricing
- Free • From $39/mo
- Platforms
- Web, Mobile
Portfolio123
Pickportfolio123.com
Best for quant, and stock ideas
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Koyfin if…
- You need a mobile app for on-the-go research
- You need web platform plus ios & android mobile apps; watchlists/portfolios sync with the web app.
- You need multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., etfs, bond yields/curves, fx, commodities, crypto), with news and transcripts.
- You need advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
Choose
Portfolio123 if…
- You build with APIs or automate workflows
- You need 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.
- You need 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.
- You need stock & etf coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current us, canadian, and european stocks” and many more historical issues.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Koyfin | Portfolio123 |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFuturesCryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | Real-time | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | ImagePDF | JSON |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Koyfin
$39/mo
Starting price
Plans & pricing
Tool
Portfolio123
$9
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Koyfin only.
Categories covered by Portfolio123 only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Koyfin and Portfolio123?
Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
How much do Koyfin and Portfolio123 cost?
Good news—both Koyfin and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Koyfin or Portfolio123 on my phone?
Koyfin 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.
Does Koyfin or Portfolio123 have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. Koyfin doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Koyfin or Portfolio123?
Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. 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.
What asset classes do Koyfin and Portfolio123 cover?
Both cover Stocks, ETFs, and Closed-End Funds. Koyfin also includes Mutual Funds, Bonds, Currencies, Commodities, Futures, and Cryptos.
Do Koyfin and Portfolio123 offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can Koyfin or Portfolio123 connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Koyfin or Portfolio123?
Both Koyfin and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Koyfin or Portfolio123?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.