Office of Financial Research (U.S. Treasury) vs Portfolio123 comparison

Office of Financial Research (U.S. Treasury) focuses on Data APIs, APIs & SDKs, and Interest Rates while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both Office of Financial Research (U.S. Treasury) and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Office of Financial Research (U.S. Treasury) if you need Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., and U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.. Go with Portfolio123 if 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., and 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. better fits how you invest.

Both cover common asset types. Office of Financial Research (U.S. Treasury) also includes Bonds, Mutual Funds, and Hedge Funds. Portfolio123 adds coverage for Stocks, ETFs, and Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Office of Financial Research (U.S. Treasury) uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Office of Financial Research (U.S. Treasury) supports data exports to CSV, and JSON. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Office of Financial Research (U.S. Treasury) requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Office of Financial Research (U.S. Treasury) focuses on other analytical tools.

Portfolio123 offers portfolio tracking features. Office of Financial Research (U.S. Treasury) is more focused on research and analysis.