Tool Comparison
MetricSide vs Portfolio123
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want flags.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, quant, and stock ideas.
Pick MetricSide instead if
MetricSide
Free · Web
- You want flags.
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, quant, and stock ideas.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
MetricSide and Portfolio123 cover a lot of the same ground (5 shared categories, including financials, valuation models, and scores), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to MetricSide's 6, including screeners, quant, and stock ideas. MetricSide counters by being completely free.
What readers say
MetricSide
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Portfolio123
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 6 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Global coverage
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
What MetricSide does best
- Search by ticker or company name and browse stocks by sector.
- Review quarterly and trailing financial charts for revenue, EBITDA, operating income, net income, EPS, shares outstanding, assets, cash, debt, book value, and free cash flow.
- Check margins, return ratios, use, interest coverage, asset turnover, revenue per share, and common valuation multiples.
- Compare current P/E, P/S, and P/B multiples with each stock's own trailing five-year range and 20-quarter median.
- Use a 100-point health score covering profitability, growth, balance sheet and red flags, and cash and earnings quality.
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 | Free | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 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 | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +4 more | Retail Traders, Pro Retail +5 more |
Categories covered | 6 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: SEC filings, SimFin +3 more | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit MetricSide | Visit Portfolio123 |
Standout features
The best features of MetricSide and Portfolio123.ShowHide
Standout features
What MetricSide does best
- Search by ticker or company name and browse stocks by sector.
- Review quarterly and trailing financial charts for revenue, EBITDA, operating income, net income, EPS, shares outstanding, assets, cash, debt, book value, and free cash flow.
- Check margins, return ratios, use, interest coverage, asset turnover, revenue per share, and common valuation multiples.
- Compare current P/E, P/S, and P/B multiples with each stock's own trailing five-year range and 20-quarter median.
- Use a 100-point health score covering profitability, growth, balance sheet and red flags, and cash and earnings quality.
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 MetricSide and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USExchanges: XNAS and XNYSIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC filingsSimFinYahoo FinanceAlpha VantageHugging Face datasets | 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 | Not specified | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | MetricSideSupport: Email | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Manage (Free)” |
| Entry paid plan | — | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | — | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $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 MetricSide and Portfolio123?
MetricSide leans toward financials, valuation models, and scores, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do MetricSide and Portfolio123 cost?
Good news: both MetricSide and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: MetricSide or Portfolio123?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does MetricSide or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. MetricSide doesn't, so you're working through its interface.
Should I choose MetricSide or Portfolio123?
It depends on what you're after. Pick MetricSide if flags matter to you; go with Portfolio123 if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do MetricSide and Portfolio123 cover?
Both cover stocks. Portfolio123 adds ETFs and closed-end funds on top.
Does MetricSide or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. MetricSide runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: MetricSide or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. MetricSide is more region-specific, mainly North America.
Can I export data from MetricSide and Portfolio123?
Portfolio123 exports to CSV. MetricSide is stingier about getting data out.
Which has a better stock screener: MetricSide or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; MetricSide doesn't, and focuses its energy elsewhere.
Can I track my portfolio with MetricSide or Portfolio123?
Portfolio123 handles portfolio tracking. MetricSide is really a research tool; you'd track your portfolio elsewhere.
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