★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
LuxAlgo vs Portfolio123
Pick LuxAlgo if
LuxAlgo
Free • From $39.99/mo · Web
- You care about alerts, money flow, and compounding calculator, things Portfolio123 doesn't offer
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $39.99/mo
- You want an API so you can script or automate things
- You care about quant, stock ideas, and scores, things LuxAlgo doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
LuxAlgo and Portfolio123 cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and backtesting), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to LuxAlgo's 10, including quant, stock ideas, and scores. LuxAlgo counters by keeping things simpler.
What readers say
LuxAlgo
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $39.99/mo
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39.99/mo | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | TradingView and Discord | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 19 |
Regions | North America, Europe, APAC | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time and Streaming and Granularity: Minute and EOD | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit LuxAlgo | Visit Portfolio123 |
Where each one shines
What LuxAlgo and Portfolio123 each do best.ShowHide
Where each one shines
What LuxAlgo and Portfolio123 each do best.What LuxAlgo does best
- Price Action Concepts for automated order blocks, market structure, supply and demand, fair value gaps, liquidity sweeps, patterns, levels, and built-in alerts.
- Signals & Overlays for confirmation and contrarian signal modes, smart trail, trend catcher, trend tracer, neo cloud, TP/SL presets, ML classifier views, and dashboards.
- Oscillator Matrix for HyperWave trend context, money-flow logic, confluence, divergence, and alertable oscillator events.
- Tools for running S&O, PAC, and OSC screeners to monitor multiple tickers and timeframes from LuxAlgo indicator conditions.
- TradingView alerts for real-time monitoring when configured through supported LuxAlgo indicator workflows.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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.
Every detail we compared
Every tracked attribute for LuxAlgo and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for LuxAlgo and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsFuturesCommoditiesCurrenciesCryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPAC | North AmericaEurope |
Coverage details | Exchanges: BATS and XCMEIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeStreaming | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | TradingViewDiscord | Interactive BrokersTradier |
Export formats | CSV | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | LuxAlgo Global, LLCCountry: USFounded 2020Support: Email, Chat, and Forum | Portfolio123Support: Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Free“Manage (Free)” |
| Entry paid plan | $39.99/mo“Premium (Monthly)” | $25/mo“Retail Research Plans” |
| Top plan | $59.99/mo“Ultimate (Monthly)” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between LuxAlgo and Portfolio123?
LuxAlgo leans toward screeners, data visualizations, and backtesting, 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 LuxAlgo and Portfolio123 cost?
Good news: both LuxAlgo and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does LuxAlgo or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. LuxAlgo doesn't, so you're working through its interface.
Should I choose LuxAlgo or Portfolio123?
It depends on what you're after. Pick LuxAlgo if alerts and money flow 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 LuxAlgo and Portfolio123 cover?
Both cover stocks and ETFs. LuxAlgo also handles futures, commodities, and currencies. Portfolio123 adds closed-end funds on top.
Do LuxAlgo and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from LuxAlgo and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can LuxAlgo or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With LuxAlgo, you're entering holdings by hand or importing files.
Which has a better stock screener: LuxAlgo or Portfolio123?
Both LuxAlgo 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 LuxAlgo or Portfolio123?
Portfolio123 handles portfolio tracking. LuxAlgo is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
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Feedback
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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.