VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
MarketXLS vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
At a glance
| MarketXLS | Portfolio123 | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $70/mo | $25/mo |
| Enterprise option | ||
| Available plans | Standard, Advanced, Business | Manage (Free), Retail Research Plans, Professional / API & Data Licenses, Research Trial |
Vote sentiment comparison
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Platform details
| Attribute | MarketXLS | Portfolio123 |
|---|---|---|
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEurope |
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | ExcelCSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by MarketXLS only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between MarketXLS and Portfolio123?
MarketXLS focuses on Sheets / Excel Add-ins, Broker Connectors, and Screeners while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 10 categories, so choose based on your preferred workflow and pricing.
Is MarketXLS or Portfolio123 free to use?
Portfolio123 offers a free tier that lets you get started without paying, while MarketXLS requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.
Does MarketXLS or Portfolio123 have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. MarketXLS doesn't currently offer an API, so you'll need to use their web interface.
Should I choose MarketXLS or Portfolio123?
Choose MarketXLS if you need Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., and Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.. Go with Portfolio123 if 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., and 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. better fits how you invest.
What asset classes do MarketXLS and Portfolio123 cover?
Both cover Stocks, and ETFs. MarketXLS also includes Options, Mutual Funds, Currencies, Futures, and Cryptos. Portfolio123 adds coverage for Closed-End Funds.
Do MarketXLS and Portfolio123 offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from MarketXLS and Portfolio123?
MarketXLS supports data exports to Excel, and CSV. Portfolio123 has more limited export options.
Can MarketXLS or Portfolio123 connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—MarketXLS or Portfolio123?
Both MarketXLS and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with MarketXLS or Portfolio123?
Both platforms include portfolio tracking, so you can monitor your 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.