★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: MoatMap checked June 25, 2026
Tool Comparison
MoatMap vs Portfolio123
MoatMap
Best for insider data and market sentiment
Free • From $6 per unit
Portfolio123
Best for quant and watchlist
Free • From $25/mo
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The verdict
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.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- MoatMap$6/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
Choose
MoatMap if…
- 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
Choose
Portfolio123 if…
- 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
- You've outgrown the basics and want pro-level depth
Comparison snapshot
| 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 |
Standout features
What MoatMap does best
- Score stocks on Quality, Value, and Momentum against 20,000+ peers and sector context.
- Screen 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.
- Track insider buys, sells, and buybacks across 28 markets.
- Upload a broker statement for Portfolio X-Ray scoring, sector risk, overweight, and weak-position checks.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use 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.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Data & access details
| 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.
Pricing breakdown
$6 per unit
Lower starting price
Plans & pricing
- feathers per month: 20
- feathers: 100
- expiry: Never expires
- feathers: 300
- expiry: Never expires
- feathers: 600
- expiry: Never expires
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
MoatMap strengths
3What you only get with MoatMap.
Portfolio123 strengths
11What you only get with Portfolio123.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
Other tools you might like
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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.