VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
OpenBB vs Portfolio123
OpenBB vs Portfolio123: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
OpenBB
openbb.co
Best for sheets / excel add-ins, and custom dashboards
- Pricing
- Free
- Platforms
- Web, Desktop, Mobile, API
Portfolio123
Pickportfolio123.com
Best for quant, and stock ideas
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
OpenBB if…
- You need a mobile app for on-the-go research
- You need open data platform (odp): open-source (agpl) unified financial & economic data access; runs locally.
- You need odp supports multiple interfaces, including python and rest api (plus notebook/workspace/excel listed by openbb).
- You need openbb does not host or serve data; it provides provider connectors that fetch data from third parties (often using your api keys).
Choose
Portfolio123 if…
- You’re just getting started and want an approachable UI
- You need real-time data, not delayed quotes
- You need 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.
- You need 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.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| 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 |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
OpenBB
—
Starting price
Plans & pricing
Tool
Portfolio123
$9
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by OpenBB only.
Categories covered by Portfolio123 only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
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.