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Tool comparison edition

Tool Comparison

MarketXLS vs Portfolio123

MarketXLS logo

MarketXLS

marketxls.com

Best for sheets / excel add-ins and options

From $70/mo

versus
Portfolio123 logo

Portfolio123

portfolio123.comPickTested

Best for data visualizations and quant

Free • From $25/mo

MarketXLSPortfolio123
DesktopWebPlatformsWebAPIDesktop
+1 (1)Community+2 (4)

Outbound links may include affiliate or sponsor codes.

The verdict

The bottom line

MarketXLS and Portfolio123 cover a lot of the same ground (8 shared categories, including broker connectors, screeners, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to MarketXLS's 15, including data visualizations, quant, and stock ideas. MarketXLS counters by keeping things simpler.

Key differences at a glance

Free plan
Portfolio123
Cheaper paid plan
Portfolio123$25/mo vs $70/mo
Broader coverage
Portfolio12319 vs 15 categories
API access
Portfolio123
Broker sync
Portfolio123
See the full side-by-side table
MarketXLS logo

Choose

MarketXLS if…

  • You care about sheets / excel add-ins, options, and options p&l, things Portfolio123 doesn't offer
Portfolio123 logo

Choose

Portfolio123 if…

  • You'd rather start free and only pay if you outgrow it
  • You want the cheaper way in: plans start at $25/mo instead of $70/mo
  • You want an API so you can script or automate things
  • You care about data visualizations, quant, and stock ideas, things MarketXLS doesn't offer

Comparison snapshot

Side-by-side comparison of MarketXLS and Portfolio123
Attribute
MarketXLS logo
MarketXLS
Portfolio123 logo
Portfolio123
Pricing & plans
Starting price
From $70/moFree • From $25/mo
Free tier
NoYes
Free trial
Plan limits
Free Screener & Backtesting Access: duration days: 30
Platforms & access
Web app
YesYes
Desktop app
YesYes
Mobile app
NoNo
API access
NoYes
Broker sync
NoYes
Integrations
Interactive Brokers, Thinkorswim +10 moreInteractive Brokers and Tradier
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +5 more
Categories covered
1519
Regions
North America, Europe, APACNorth America, Europe
Data & capabilities
Data quality
4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more5 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
5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more6 signals: Custom formulas, Ranking backtests +4 more
Security
Status page
Try itVisit MarketXLSVisit Portfolio123

Standout features

MarketXLS logo

What MarketXLS does best

  1. Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  2. Built‑in real‑time streaming quotes on Advanced/Business for covered U.S./Canadian stocks, ETFs, and options; Standard defaults to 15‑minute delayed stock/ETF/crypto data and EOD options/mutual-fund/economic data.
  3. Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  4. Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
  5. Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.
Portfolio123 logo

What Portfolio123 does best

  1. 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.
  2. 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.
  3. 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.
  4. AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
  5. Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.

Data & access details

Attribute
MarketXLS logo
MarketXLS
Portfolio123 logo
Portfolio123
Coverage & fit
Asset types
StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos
StocksETFsClosed-End Funds
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Not specified
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers
Regions
North AmericaEuropeAPAC
North AmericaEurope
Coverage details
Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP
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
Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+4 more
Interactive BrokersTradier
Export formats
ExcelCSV
CSVJSON
Plans & trust
Security & compliance
Status page
Not specified
Capability signals
Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation
Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation
Vendor & support
MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone
Portfolio123Support: Forum
Curation ratings
Methodology 3/5Reliability 4/5UX 4/5
Not specified

Green tags are exclusive to that tool in this comparison.

Pricing breakdown

MarketXLS logo
MarketXLS

$70/mo

Starting price

Free tierNo
Free trial

Plans & pricing

Standard$70/mo
Advanced$125/mo
Business$200/mo
Portfolio123 logo
Portfolio123

$25/mo

Lower starting price

Free tierYes
Free trial

Plans & pricing

Manage (Free)Free
Free Screener & Backtesting AccessFree
  • duration days: 30
Retail Research Plans$25/mo
Professional / API & Data LicensesContact sales
Research Trial$19 per unit

Coverage overlap

Community category leaders

ScreenersPortfolio123
Stock IdeasNo leader yet
PortfolioNo leader yet
WatchlistNo leader yet
BacktestingNo leader yet
FinancialsNo leader yet
Data VisualizationsNo leader yet
Valuation ModelsNo leader yet
AI ResearchNo leader yet
APIs & Data FeedsNo leader yet
BlogsNo leader yet
Broker ConnectorsNo leader yet
CorrelationNo leader yet
EducationNo leader yet
ETF AnalysisNo leader yet
Factor ExposureNo leader yet
Macro DataNo leader yet
Monte CarloNo leader yet
OptionsNo leader yet
Options P&LNo leader yet
QuantNo leader yet
Risk MetricsNo leader yet
ScoresNo leader yet
VideosNo leader yet
Browse the #1 tool in 90+ categories

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Frequently Asked Questions

What's the difference between MarketXLS and Portfolio123?

MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 8 categories, so for most people it comes down to workflow preference and price.

Is MarketXLS or Portfolio123 free to use?

Portfolio123 has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.

Does MarketXLS or Portfolio123 have an API?

Portfolio123 has an API for programmatic access and custom integrations. MarketXLS doesn't, so you're working through its interface.

Should I choose MarketXLS or Portfolio123?

It depends on what you're after. Pick MarketXLS if sheets / excel add-ins and options 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 MarketXLS and Portfolio123 cover?

Both cover stocks and ETFs. MarketXLS also handles options, mutual funds, and currencies. Portfolio123 adds closed-end funds on top.

Do MarketXLS and Portfolio123 offer real-time data?

Yes, both serve real-time market data, so either works when timing matters.

Can I export data from MarketXLS and Portfolio123?

Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.

Can MarketXLS or Portfolio123 connect to my broker?

Portfolio123 syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.

Which has a better stock screener: MarketXLS or Portfolio123?

Both MarketXLS 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 MarketXLS or Portfolio123?

Yes, both do portfolio tracking: holdings, performance, and allocation in one place.

Top 50 Investing ToolsSee where these two land in our community-voted ranking of the best investing tools.

Keep Exploring

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.