★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MarketInOut vs Portfolio123
Pick MarketInOut instead if
MarketInOut
Free • Paid plans available · Web
- You want the cheaper way in: plans start at $14.96/mo instead of $25/mo
- You care about alerts, something Portfolio123 doesn't offer
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want an API so you can script or automate things
- You care about data visualizations, quant, and stock ideas, things MarketInOut 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
MarketInOut and Portfolio123 cover a lot of the same ground (6 shared categories, including screeners, backtesting, and watchlist), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to MarketInOut's 7, including data visualizations, quant, and stock ideas. MarketInOut counters by starting cheaper at $14.96/mo.
What readers say
MarketInOut
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- MarketInOut$14.96/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 7 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 • Paid plans available | 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 | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 7 | 19 |
Regions | North America, Europe, APAC, Middle East | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more | 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 | Custom formulas and Universe builder | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit MarketInOut | Visit Portfolio123 |
Where each one shines
What MarketInOut and Portfolio123 each do best.ShowHide
Where each one shines
What MarketInOut and Portfolio123 each do best.What MarketInOut does best
- Screening for 40+ exchanges with technical and fundamental filters across stocks, ETFs, forex, and crypto.
- Filters for by exchange, sector, industry, index, or watchlist, with hourly, daily, weekly, and monthly timeframes where supported.
- Formula Screener conditions with AND, OR, NOT logic, multi-timeframe rules, historical and range screening, ticker references, index references, and regime filters.
- Tools for running strategy backtests with entry rules, exit rules, stop-loss, take-profit, and position-maintenance logic.
- Survivorship-bias-free backtesting data that includes delisted stocks.
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 MarketInOut and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for MarketInOut and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCurrenciesCryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACMiddle East | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | 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 | Not specified | Interactive BrokersTradier |
Export formats | Excel | CSVJSON |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builder | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | MarketInOut LimitedSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 3/5Reliability 3/5UX 3/5 | 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 | One-time“2-Year Membership” | $25/mo“Retail Research Plans” |
| Tier 2 | One-time“1-Year Membership” | — |
| Top plan | One-time“6-Month Membership” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between MarketInOut and Portfolio123?
MarketInOut leans toward screeners, backtesting, and watchlist, 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 MarketInOut and Portfolio123 cost?
Good news: both MarketInOut and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does MarketInOut or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. MarketInOut doesn't, so you're working through its interface.
Should I choose MarketInOut or Portfolio123?
It depends on what you're after. Pick MarketInOut if alerts matter to you; go with Portfolio123 if you'd rather have data visualizations and quant. And if you only need the basics both share, let price decide.
What asset classes do MarketInOut and Portfolio123 cover?
Both cover stocks and ETFs. MarketInOut also handles currencies and cryptos. Portfolio123 adds closed-end funds on top.
Do MarketInOut and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from MarketInOut and Portfolio123?
Yes, both export to spreadsheets (MarketInOut: Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can MarketInOut or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With MarketInOut, you're entering holdings by hand or importing files.
Which has a better stock screener: MarketInOut or Portfolio123?
Both MarketInOut 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 MarketInOut or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.