Tool Comparison
Observatory of Economic Complexity (OEC) vs Portfolio123
- Paid from
- $299/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want shipping & trade.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want the cheaper way in: plans start at $25/mo instead of $299/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, quant, and stock ideas.
Pick Observatory of Economic Complexity (OEC) instead if
Observatory of Economic Complexity (OEC)
Free • From $299/mo · Web · API
- You want shipping & trade.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $299/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, quant, and stock ideas.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Observatory of Economic Complexity (OEC) and Portfolio123 cover a lot of the same ground (4 shared categories, including data visualizations, APIs & data feeds, and education), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Observatory of Economic Complexity (OEC)'s 5, including screeners, quant, and stock ideas. Observatory of Economic Complexity (OEC) counters by keeping things simpler.
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Observatory of Economic Complexity (OEC)
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $299/mo
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
What Observatory of Economic Complexity (OEC) does best
- Tools for exploring country, product, export, import, and trade-flow visualizations built around economic complexity data.
- Economic Complexity Index and Product Complexity Index views to compare countries, products, and structural trade patterns.
- Research coverage for global trade relationships through maps, rankings, product pages, country pages, and data explorers.
- Free visual pages for historical trade and complexity context before deciding whether paid latest-data access is needed.
- Access to the REST API with free historical data and paid tokens for latest datasets, subnational access, and larger query volumes.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $299/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | 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, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | — | 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 Observatory of Economic Complexity (OEC) | Visit Portfolio123 |
Standout features
The best features of Observatory of Economic Complexity (OEC) and Portfolio123.ShowHide
Standout features
What Observatory of Economic Complexity (OEC) does best
- Tools for exploring country, product, export, import, and trade-flow visualizations built around economic complexity data.
- Economic Complexity Index and Product Complexity Index views to compare countries, products, and structural trade patterns.
- Research coverage for global trade relationships through maps, rankings, product pages, country pages, and data explorers.
- Free visual pages for historical trade and complexity context before deciding whether paid latest-data access is needed.
- Access to the REST API with free historical data and paid tokens for latest datasets, subnational access, and larger query volumes.
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.
All details
Every attribute we track for Observatory of Economic Complexity (OEC) and Portfolio123.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Other | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | CSVExcelJSON | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Datawheel LLCSupport: Email | Portfolio123Support: Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Manage (Free)” |
| Entry paid plan | $299/mo“Pro” | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $1999/mo“Premium” | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Observatory of Economic Complexity (OEC) and Portfolio123?
Observatory of Economic Complexity (OEC) leans toward data visualizations, APIs & data feeds, and shipping & trade, 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 Observatory of Economic Complexity (OEC) and Portfolio123 cost?
Good news: both Observatory of Economic Complexity (OEC) and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Do Observatory of Economic Complexity (OEC) 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 Observatory of Economic Complexity (OEC) or Portfolio123?
It depends on what you're after. Pick Observatory of Economic Complexity (OEC) if shipping & trade 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 Observatory of Economic Complexity (OEC) and Portfolio123 cover?
Observatory of Economic Complexity (OEC) covers other. Portfolio123 covers stocks, ETFs, and closed-end funds.
Does Observatory of Economic Complexity (OEC) or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Observatory of Economic Complexity (OEC) 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 Observatory of Economic Complexity (OEC) and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Observatory of Economic Complexity (OEC) or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Observatory of Economic Complexity (OEC), you're entering holdings by hand or importing files.
Which has a better stock screener: Observatory of Economic Complexity (OEC) or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Observatory of Economic Complexity (OEC) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Observatory of Economic Complexity (OEC) or Portfolio123?
Portfolio123 handles portfolio tracking. Observatory of Economic Complexity (OEC) is really a research tool; you'd track your portfolio elsewhere.
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