VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, January 18, 2026
Tool Comparison
OpenInsider vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
OpenInsider
openinsider.com
Portfolio123
portfolio123.com
At a glance
| OpenInsider | Portfolio123 | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | — | Manage (Free), Retail Research Plans, Professional / API & Data Licenses, Research Trial |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | OpenInsider | Portfolio123 |
|---|---|---|
Asset types | StocksClosed-End Funds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | Real-time | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | CSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between OpenInsider and Portfolio123?
OpenInsider focuses on Insider Data, Screeners, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do OpenInsider and Portfolio123 cost?
Good news—both OpenInsider and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Does OpenInsider or Portfolio123 have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. OpenInsider doesn't currently offer an API, so you'll need to use their web interface.
Should I choose OpenInsider or Portfolio123?
Choose OpenInsider if you need Real-time SEC Form 4 insider trading screener for insider buying and selling., and Pre-built report pages such as “Latest Insider Purchases”.. 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 OpenInsider and Portfolio123 cover?
Both cover Stocks, and Closed-End Funds. Portfolio123 adds coverage for ETFs.
Do OpenInsider and Portfolio123 offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from OpenInsider and Portfolio123?
OpenInsider supports data exports to CSV. Portfolio123 has more limited export options.
Can OpenInsider or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. OpenInsider requires manual portfolio entry or data import.
Which has a better stock screener—OpenInsider or Portfolio123?
Both OpenInsider and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with OpenInsider or Portfolio123?
Portfolio123 offers portfolio tracking features. OpenInsider 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.