★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Multpl vs Portfolio123
Multpl
Best for real yields
Free
Portfolio123
Best for screeners and quant
Free • From $25/mo
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The verdict
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.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- Global coverage
- Portfolio123
- Free plan
- Both
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, quant, and stock ideas, things Multpl doesn't offer
Comparison snapshot
| 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 |
Standout features
What Multpl does best
- Clean charts + tabular views with ‘By month’ / ‘By year’ toggles for each series.
- S&P 500 valuation dashboards: PE, Shiller CAPE (with FAQ), price‑to‑sales, price‑to‑book, earnings yield.
- Macro breadth: CPI & inflation rate; GDP (real & nominal), growth rates, real GDP per‑capita; US Treasury tenors (1M–30Y) and real yields.
- On‑page source disclosure and methodology notes (e.g., monthly averages for S&P price series; CAPE construction).
- Homepage tile layout with live EOD stamps (e.g., '4:00 PM EDT') across popular series.
What Portfolio123 does best
- Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
- Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
Data & access details
| 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.
Pricing breakdown
Free
Lower starting price
Plans & pricing
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Multpl strengths
1What you only get with Multpl.
Portfolio123 strengths
15Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.