Tool Comparison
MarketXLS vs Portfolio123
- Paid from
- $70.83/mo
- Free plan
- No
- Platforms
- Desktop, Web
Best if
- You want sheets / excel add-ins, options, and options p&l.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best 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 $70.83/mo
- You want an API so you can script or automate things
Pick MarketXLS if
MarketXLS
From $850/yr · Desktop · Web
- You want sheets / excel add-ins, options, and options p&l.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- 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 $70.83/mo
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
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 16, including data visualizations, quant, and stock ideas. MarketXLS counters by keeping things simpler.
What readers say
MarketXLS
No votes yet. Cast the first one.
Portfolio123
No votes yet. Cast the first one.
Key differences at a glance
- Free plan
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $70.83/mo
- Broader coverage
- Portfolio12319 vs 16 categories
- API access
- Portfolio123
- Broker sync
- Portfolio123
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $850/yr | Free • From $300/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 9 limits: Standard: stock etf delay minutes: 15, Standard: options timing: End of day +7 more | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Interactive Brokers, Thinkorswim +11 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 16 | 19 |
Regions | North America, Europe, APAC | North America, Europe |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 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 | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | Status page | — |
| Try it | Visit MarketXLS | Visit Portfolio123 |
Standout features
The best features of MarketXLS and Portfolio123.ShowHide
Standout features
What MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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.
All details
Every attribute we track for MarketXLS and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| 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: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+5 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Manage (Free)” |
| Entry paid plan | $850/yr≈ $70.83/mo“Standard”stock etf delay minutes: 15 · options timing: End of day · +1 more | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $1500/yr≈ $125/mo“Advanced”stock etf timing: Real-time streaming · options timing: Real-time streaming · +1 more | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | $2400/yr≈ $200/mo“Business”support: VIP · consulting: Included · +1 more | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Alternatives
Free alternatives
Questions we keep getting
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.