★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Sunday, June 14, 2026
Tool Comparison · Sunday, June 14, 2026
Koyfin vs Portfolio123
Trying to decide between Koyfin and Portfolio123? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Koyfin
Best for ETF screeners and custom dashboards
Web + mobile financial data/analytics “terminal” centered on customizable dashboards, charting, screeners, watchlists, portfolios, news and alerts. Advisor tiers add Client Portfolios, integrations and client reporting with plan-based report limits (10/month on Advisor Core, 200/month on Advisor Pro). No public API. Downloads are supported for many datasets, but global equity financials/estimates/valuation are restricted from download by the data vendor.
Portfolio123
Best for quant and stock ideas
Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. Current homepage copy advertises 30 days of free screener and backtesting access, while public research/special-offer pages disagree on whether the 21-day Research trial is $9 or $19; API and DataMiner are excluded from the trial.
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The verdict
The bottom line: Koyfin and Portfolio123 cover a lot of the same ground — 6 shared categories, including screeners, data visualizations, and correlation — so for the basics you won't go far wrong with either. Koyfin simply does more — 28 categories to Portfolio123's 24, including ETF screeners, custom dashboards, and news, plus a mobile app. Portfolio123 counters by starting cheaper at $25/mo.
Key differences at a glance
Free plan
Both
Both have one
Cheaper paid plan
Portfolio123
$25/mo vs $39/mo
Broader coverage
Koyfin
28 vs 24 categories
Mobile app
Koyfin
Koyfin only
API access
Portfolio123
Portfolio123 only
Desktop app
Portfolio123
Portfolio123 only
Choose
Koyfin if…
- You care about ETF screeners, custom dashboards, and news — things Portfolio123 doesn't offer
- You want more under one roof — 28 categories to Portfolio123's 24
- You do a lot of your research from your phone
Choose
Portfolio123 if…
- You want the cheaper way in — plans start at $25/mo instead of $39/mo
- You care about quant, stock ideas, and scores — things Koyfin doesn't offer
- You want an API so you can script or automate things
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
What Portfolio123 does best
- 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.
- 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.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
Data & access details
| 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 | CSVJSON |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Koyfin
$39/mo
Starting price
Plans & pricing
Tool
Portfolio123
$19
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Koyfin.
What you only get with Portfolio123.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
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 leans toward screeners, ETF screeners, and data visualizations, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 6 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 has a proper mobile app, so it travels better. Portfolio123 is web-only — it'll load in a phone browser, but it's not the same experience.
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?
Portfolio123 exports to CSV and JSON. Koyfin is stingier about getting data out.
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.
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.