VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 2025

Tool Comparison

MacroMicro vs Portfolio123 comparison

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?, Calendar, Inflation Rates, PMI / ISM, Commitment of Traders (COT), 13F, Transcripts, AI Chat, and AI Earnings Summary coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Quant, Stock Ideas, Portfolio, Financials, Unemployment Rates, Housing & Construction, APIs & SDKs, Broker Connectors, Education, Blogs, and Videos categories that MacroMicro omits.

In depth comparison

MacroMicro logo

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.

Platforms

WebAPI

Pricing

FreeSubscription

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.

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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

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. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • 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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.

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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:

  • 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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

Feature-by-feature breakdown

AttributeMacroMicroPortfolio123
Categories

Which research workflows each platform targets

Shared: Data Visualizations, GDP, Interest Rates, Consumer Sentiment, Watchlist, Backtesting, Correlation, Data APIs

Unique: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, Inflation Rates, PMI / ISM, Commitment of Traders (COT), 13F, Transcripts, AI Chat, AI Earnings Summary

Shared: Data Visualizations, GDP, Interest Rates, Consumer Sentiment, Watchlist, Backtesting, Correlation, Data APIs

Unique: Screeners, Quant, Stock Ideas, Portfolio, Financials, Unemployment Rates, Housing & Construction, APIs & SDKs, Broker Connectors, Education, Blogs, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos

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, API

Web, API, Desktop

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Form 13F holdings explorer to analyze institutional fund disclosures.

Unique

  • 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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.
  • Broker connectivity enables sending orders from Portfolio123 to linked brokerage accounts (e.g., Interactive Brokers, Tradier), syncing holdings and fills automatically while keeping assets at your existing broker.
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, GDP, Interest Rates, Consumer Sentiment, Watchlist, 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 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..

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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.