★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: MoatMap checked June 25, 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 care about insider data, market sentiment, and checklist, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · 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 care about quant, watchlist, and backtesting, things MoatMap doesn't offer
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 (8 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 11, including quant, watchlist, and backtesting. MoatMap counters by starting cheaper at $6/mo.
What readers say
MoatMap
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- MoatMap$6/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
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 | 11 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: 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 | 7 signals: Custom formulas, Universe builder +5 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 stocks on Quality, Value, and Momentum against 20,000+ peers and sector context.
- Screening for 20,000+ stocks across 30 global markets and save or share filters.
- Order 10,000-word AI deep dives on business segments, management, earnings calls, moat, and bear cases.
- Tracking insider buys, sells, and buybacks across 28 markets.
- Upload support for a broker statement for Portfolio X-Ray scoring, sector risk, overweight, and weak-position checks.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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 | End 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: APIKeySDKs: PythonDocs |
Import methods | CSVManual | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builderFactors: Quality, Value, and MomentumFactor exposureStress tests: Rates and EquityCrashPortfolio 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 8 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 market sentiment matter to you; go with Portfolio123 if you'd rather have quant and watchlist. 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.
Does MoatMap or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. MoatMap 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.
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.