★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Multpl vs Portfolio123
Pick Multpl instead if
Multpl
Free · Web
- You care about real yields, something Portfolio123 doesn't offer
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, quant, and stock ideas, things Multpl 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
Multpl and Portfolio123 cover a lot of the same ground (4 shared categories, including data visualizations, macro data, and financials), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Multpl's 5, including screeners, quant, and stock ideas. Multpl counters by being completely free.
What readers say
Multpl
Vote once to reveal the community verdict.
Portfolio123
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- Global coverage
- Portfolio123
- Free plan
- Both
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 | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | — | Yes |
Integrations | Nasdaq Data Link (Quandl) | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 5 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 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 | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Multpl | Visit Portfolio123 |
Where each one shines
What Multpl and Portfolio123 each do best.ShowHide
Where each one shines
What Multpl and Portfolio123 each do best.What Multpl does best
- Simple charts and tables for S&P 500 P/E, Shiller CAPE, price-to-sales, price-to-book, earnings yield, dividends, earnings, and sales series.
- Views for reviewing macro and rates series such as CPI, inflation, GDP, Treasury yields, real yields, population, and income statistics.
- Switch between monthly and yearly table views where supported to move from chart context into spreadsheet-style review.
- On-page source and methodology notes that cite providers such as S&P Global, U.S.
- Current end-of-day timestamps on popular series for lightweight market-context 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 Multpl and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Multpl and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsOther | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: US | 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 | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and R | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Nasdaq Data Link (Quandl) | Interactive BrokersTradier |
Export formats | CSVJSON | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | MultplSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 4/5Reliability 3/5UX 3/5 | Not specified |
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 | Free | Free“Manage (Free)” |
| Entry paid plan | — | $25/mo“Retail Research Plans” |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Multpl and Portfolio123?
Multpl leans toward data visualizations, macro data, and real yields, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Multpl and Portfolio123 cost?
Good news: both Multpl and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do Multpl and Portfolio123 have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Multpl or Portfolio123?
It depends on what you're after. Pick Multpl if real yields 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 Multpl and Portfolio123 cover?
Both cover stocks. Multpl also handles bonds and other. Portfolio123 adds ETFs and closed-end funds on top.
Does Multpl or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Multpl 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: Multpl or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Multpl is more region-specific, mainly North America.
Can I export data from Multpl and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Multpl or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Multpl doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Multpl or Portfolio123?
Portfolio123 handles portfolio tracking. Multpl is really a research tool; you'd track your portfolio elsewhere.
Feedback
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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.