VOL. XCIV, NO. 247

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Friday, December 26, 2025

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Tool Comparison

MesoSim vs Portfolio123 comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

MesoSim adds Options & Derivatives, Paper Trading, AI, and AI Chat coverage that Portfolio123 skips.

Portfolio123 includes Screeners, Quant, Stock Ideas, Portfolio, Watchlist, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Data APIs, Broker Connectors, Education, Blogs, and Videos categories that MesoSim omits.

In depth comparison

MesoSim

mesosim.io

Options strategy backtesting SaaS with low-code strategy definitions, observability (events log), risk graphs/Greeks, margin reporting, an options valuation model/solver, and an implied-volatility surface viewer. Plan gating: Free includes 25 runs; Standard ($1000/yr) unlocks unlimited SPX + BTCUSD/ETHUSD options backtests plus sharing/exports and 1 MesoLive paper-trading account; Advanced ($1250/yr) adds RUT/VIX/GLD, margin models, vol surface/HD risk graphs, and hourly risk traces (plus up to 2 paper accounts). Live trade execution is a paid MesoLive add-on; API access is FundPro-only.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Advanced options strategy backtesting service built around a low-code workflow.
Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.
Position Monitor provides 2D/3D risk graphs, PnL, and Greeks, with trace collection intervals (Off/Daily/Hourly).

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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

MesoSim

Distinct strengths include:

Options & Derivatives Paper Trading AI AI Chat

Advanced options strategy backtesting service built around a low-code workflow.
Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.

Portfolio123

Distinct strengths include:

Screeners Quant Stock Ideas Portfolio Watchlist Correlation Financials GDP

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

Attribute	MesoSim	Portfolio123
Categories Which research workflows each platform targets	Shared: Backtesting, Data Visualizations, APIs & SDKs Unique: Options & Derivatives, Paper Trading, AI, AI Chat	Shared: Backtesting, Data Visualizations, APIs & SDKs Unique: Screeners, Quant, Stock Ideas, Portfolio, Watchlist, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Data APIs, Broker Connectors, Education, Blogs, Videos
Asset types Supported asset classes and universes	Options, Cryptos	Stocks, ETFs, Closed-End Funds
Experience levels Who each product is built for	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 Advanced options strategy backtesting service built around a low-code workflow. Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring). TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes. Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit. Position Monitor provides 2D/3D risk graphs, PnL, and Greeks, with trace collection intervals (Off/Daily/Hourly). Volatility Surface viewer to explore implied-vol surfaces with overlays (e.g., open interest, volume, bid-ask spread, Greeks) and playback at 5-minute resolution (non-crypto in current version).	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 MesoSim and Portfolio123 both support?

Both platforms cover Backtesting, Data Visualizations, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do MesoSim and Portfolio123 require subscriptions?

Both MesoSim and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access MesoSim and Portfolio123?

Both MesoSim 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?

MesoSim differentiates itself with Advanced options strategy backtesting service built around a low-code workflow., Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring)., and TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes., 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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