VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing MacroMicro and Portfolio123 will find that Both MacroMicro and Portfolio123 concentrate on Data Visualizations, Calendar, and Backtesting workflows, making them natural alternatives for similar investment research jobs. MacroMicro leans into ETF Screeners, ETF Comparison, and Which ETF includes this Stock?, which can be decisive for teams that need depth over breadth. Portfolio123 stands out with Screeners, Quant, and Portfolio that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
MacroMicro vs Portfolio123
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- MacroMicro adds ETF Screeners, ETF Comparison, Which ETF includes this Stock?, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Transcripts, AI Chat, and AI Earnings Summary coverage that Portfolio123 skips.
- Portfolio123 includes Screeners, Quant, Portfolio, APIs & SDKs, and Broker Connectors categories that MacroMicro omits.
- MacroMicro highlights: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
MacroMicro
macromicro.me
Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.
Categories
Platforms
Pricing
Quick highlights
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
- U.S. Earnings Database with AI-powered call summaries, available in Max and Business tiers.
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
MacroMicro
Distinct strengths include:
- Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals.
- ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock.
- Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting.
- Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
Feature-by-feature breakdown
| Attribute | MacroMicro | Portfolio123 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Calendar, Backtesting, Correlation, Data APIs Unique: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Watchlist, Transcripts, AI Chat, AI Earnings Summary | Shared: Data Visualizations, Calendar, Backtesting, Correlation, Data APIs Unique: Screeners, Quant, Portfolio, APIs & SDKs, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Desktop, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do MacroMicro and Portfolio123 both support?
Both platforms cover Data Visualizations, Calendar, Backtesting, Correlation, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do MacroMicro and Portfolio123 require subscriptions?
Both MacroMicro and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access MacroMicro and Portfolio123?
Both MacroMicro and Portfolio123 prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
MacroMicro differentiates itself with Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.