VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
OpenBB vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
OpenBB
openbb.co
Portfolio123
portfolio123.com
At a glance
Tool
OpenBB
—
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | OpenBB | Portfolio123 |
|---|---|---|
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North AmericaEurope |
Data freshness | Not specified | Real-timeEnd of Day |
API access | REST | REST |
Export formats | Not specified | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by OpenBB only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between OpenBB and Portfolio123?
OpenBB focuses on Data APIs, APIs & SDKs, and Sheets / Excel Add-ins while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
How much do OpenBB and Portfolio123 cost?
Good news—both OpenBB and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—OpenBB or Portfolio123?
Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use OpenBB or Portfolio123 on my phone?
OpenBB has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.
Do OpenBB 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 OpenBB or Portfolio123?
Choose OpenBB if you need Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., and ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB).. 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 OpenBB and Portfolio123 cover?
Both cover Stocks, and ETFs. OpenBB also includes Cryptos, Currencies, Commodities, Bonds, Options, and Futures. Portfolio123 adds coverage for Closed-End Funds.
Does OpenBB or Portfolio123 have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. OpenBB uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can OpenBB or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. OpenBB requires manual portfolio entry or data import.
Which has a better stock screener—OpenBB or Portfolio123?
Both OpenBB and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with OpenBB or Portfolio123?
Portfolio123 offers portfolio tracking features. OpenBB 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.