VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
Open Payments (CMS) vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
At a glance
Tool
Open Payments (CMS)
—
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Open Payments (CMS) | Portfolio123 |
|---|---|---|
Asset types | Other | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSVJSON | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Open Payments (CMS) only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between Open Payments (CMS) and Portfolio123?
Open Payments (CMS) focuses on Data APIs, APIs & SDKs, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Open Payments (CMS) and Portfolio123 cost?
Good news—both Open Payments (CMS) and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do Open Payments (CMS) and Portfolio123 have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Open Payments (CMS) or Portfolio123?
Choose Open Payments (CMS) if you need Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., and Web search/explorer with filtering and charts; program year downloads available from the portal.. 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.
What asset classes do Open Payments (CMS) and Portfolio123 cover?
Both cover common asset types. Open Payments (CMS) also includes Other. Portfolio123 adds coverage for Stocks, ETFs, and Closed-End Funds.
Does Open Payments (CMS) or Portfolio123 have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Open Payments (CMS) uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Open Payments (CMS) and Portfolio123?
Open Payments (CMS) supports data exports to CSV, and JSON. Portfolio123 has more limited export options.
Can Open Payments (CMS) or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Open Payments (CMS) requires manual portfolio entry or data import.
Which has a better stock screener—Open Payments (CMS) or Portfolio123?
Portfolio123 includes a stock screener for finding investment ideas. Open Payments (CMS) focuses on other analytical tools.
Can I track my portfolio with Open Payments (CMS) or Portfolio123?
Portfolio123 offers portfolio tracking features. Open Payments (CMS) is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.