Tool Comparison
Koyfin vs Portfolio123
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and news.
- Paid from
- $300/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want a lower paid starting price: $300/yr, billed annually instead of $468/yr, billed annually
- You want an API so you can script or automate things
- You want quant, stock ideas, and scores.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and news.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr, billed annually · Web · API · Desktop
- You want a lower paid starting price: $300/yr, billed annually instead of $468/yr, billed annually
- You want an API so you can script or automate things
- You want quant, stock ideas, and scores.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and Portfolio123 cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and correlation), so for the basics you won't go far wrong with either. Koyfin includes ETF screeners and custom dashboards, and Portfolio123 includes quant and stock ideas.
What readers say
Koyfin
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$300/yr, billed annually vs $468/yr, billed annually
- Mobile app
- Koyfin
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Asset coverage
- KoyfinAdds mutual funds and bonds
- Free plan
- Both
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 | Portfolio123 logo logo placeholder Portfolio123 | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr, billed annually | Free • From $300/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 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 | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 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 | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Portfolio123 |
Standout features
The best features of Koyfin and Portfolio123.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 Koyfin and Portfolio123.ShowHide
All details
| Attribute | Portfolio123 logo logo placeholder Portfolio123 | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | ManualCSVCustodian | BrokerOAuthCSV |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Interactive BrokersTradier |
Export formats | CSVImagePDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Portfolio123 logo logo placeholder Portfolio123Lower annual price | |
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Manage (Free)” |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $300/yrBilled annually≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $35/moBilled monthly“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $1000/yrBilled annually≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $116/moBilled monthly“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yrBilled annually≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/moBilled monthly“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yrBilled annually≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/moBilled monthly“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Professional / API & Data Licenses” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Portfolio123?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Portfolio123 cost?
Good news: both Koyfin and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Portfolio123 on my phone?
Koyfin 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 Koyfin or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Portfolio123?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Portfolio123 if you'd rather have quant and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Portfolio123 cover?
Both cover stocks, ETFs, and closed-end funds. Koyfin also handles mutual funds, bonds, and currencies.
Do Koyfin and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin 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: Koyfin or Portfolio123?
Both Koyfin 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 Koyfin or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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