VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
MoatMap vs Portfolio123
Pick MoatMap if
MoatMap
Free • From $6 per unit · Web
- You want the cheaper way in: plans start at $6/mo instead of $25/mo
- You want insider data, alerts, and market sentiment.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want an API so you can script or automate things
- You want quant, backtesting, and correlation.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
MoatMap and Portfolio123 cover a lot of the same ground (9 shared categories, including AI research, screeners, and stock ideas), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to MoatMap's 13, including quant, backtesting, and correlation. MoatMap counters by starting cheaper at $6/mo.
What readers say
MoatMap
No votes yet. Cast the first one.
Portfolio123
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Key differences at a glance
- Cheaper paid plan
- MoatMap$6/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 13 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $6 per unit | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 7 limits: Free: feathers per month: 20, Taster pack: feathers: 100 +5 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +5 more |
Categories covered | 13 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 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: Universe builder, Factors: Quality, Value, and Momentum +3 more | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit MoatMap | Visit Portfolio123 |
Where each one shines
What MoatMap and Portfolio123 each do best.ShowHide
Where each one shines
What MoatMap and Portfolio123 each do best.What MoatMap does best
- Score more than 20,000 stocks daily on Quality, Value, and Momentum within sector and global contexts.
- Screen stocks across 30 markets, use five prepared screens, and save or share filters.
- Order 9,000-to-12,000-word AI reports covering business segments, management, earnings transcripts, and scenarios.
- Track insider buys, sells, and buybacks across 28 markets.
- Upload a broker statement for factor scores, sector exposure, look-through financials, insider activity, buybacks, and earnings dates.
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.
Every detail we compared
Every tracked attribute for MoatMap and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for MoatMap and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | 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 | CSVManual | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Universe builderFactors: Quality, Value, and MomentumFactor exposurePortfolio factor exposureAI summaries: Filings, Transcripts, and News | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | MoatMapCountry: MalaysiaSupport: Email | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freefeathers per month: 20 | Free“Manage (Free)” |
| Entry paid plan | $6 per unit“Taster pack”feathers: 100 · expiry: Never expires | $25/mo“Retail Research Plans” |
| Tier 2 | $15 per unit“Standard pack”feathers: 300 · expiry: Never expires | — |
| Top plan | $28 per unit“Bulk pack”feathers: 600 · expiry: Never expires | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between MoatMap and Portfolio123?
MoatMap leans toward AI research, screeners, and stock ideas, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do MoatMap and Portfolio123 cost?
Good news: both MoatMap 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: MoatMap 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 MoatMap or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. MoatMap doesn't, so you're working through its interface.
Should I choose MoatMap or Portfolio123?
It depends on what you're after. Pick MoatMap if insider data and alerts matter to you; go with Portfolio123 if you'd rather have quant and backtesting. And if you only need the basics both share, let price decide.
What asset classes do MoatMap and Portfolio123 cover?
Both cover stocks. Portfolio123 adds ETFs and closed-end funds on top.
Do MoatMap and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from MoatMap and Portfolio123?
Portfolio123 exports to CSV. MoatMap is stingier about getting data out.
Can MoatMap or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With MoatMap, you're entering holdings by hand or importing files.
Which has a better stock screener: MoatMap or Portfolio123?
Both MoatMap 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 MoatMap or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.