VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Monday, January 5, 2026
Tool Comparison
Koyfin vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Koyfin
koyfin.com
Portfolio123
portfolio123.com
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Screeners, Data Visualizations, and Portfolio and 9 other categories.
- Coverage tilt: Koyfin has 20 categories you won't get in Portfolio123; Portfolio123 has 8 unique categories.
- Platforms: Koyfin runs on Web, Mobile; Portfolio123 runs on Web, API, Desktop.
Category leaders
- Screeners: too close to call (+2 each).
- Portfolio: Koyfin leads (+2 vs +1 net votes for Portfolio123).
- Watchlist: Koyfin leads (+2 vs 0 net votes for Portfolio123).
- News: Koyfin is tagged for this workflow; Portfolio123 has no category votes yet.
- Data Visualizations: Koyfin leads (+3 vs +1 net votes for Portfolio123).
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Koyfin | Portfolio123 |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds | Stocks, ETFs, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, API, Desktop |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
Koyfin strengths
Categories covered by Koyfin but not Portfolio123.
Portfolio123 strengths
Categories covered by Portfolio123 but not Koyfin.
Frequently Asked Questions
Which workflows do Koyfin and Portfolio123 both support?
Both platforms cover Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, GDP, Interest Rates, Unemployment Rates, Financials, Education, Videos, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Koyfin and Portfolio123 require subscriptions?
Both Koyfin and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Koyfin ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.
What unique strengths set the two platforms apart?
Koyfin differentiates itself with Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas Portfolio123 stands out for 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., 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., and 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..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
- GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Stock Comparison.
ScreenersStock IdeasStock Comparison - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - TradingViewEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations - YChartsHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - Stock AnalysisEditor's pickHands-on review
Overlap: Stock Ideas, Screeners, and ETF Screeners.
Stock IdeasScreenersETF Screeners - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison
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.