VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: OpenMarket checked September 30, 2026 · Portfolio123 checked September 24, 2026
Tool Comparison
OpenMarket vs Portfolio123
Pick OpenMarket if
OpenMarket
Free • Paid plans available · Web · API
- You want order book / level II, crypto derivatives, and alerts.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want screeners, quant, and stock ideas.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
OpenMarket and Portfolio123 cover a lot of the same ground (5 shared categories, including data visualizations, watchlist, and macro data), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to OpenMarket's 10, including screeners, quant, and stock ideas. OpenMarket counters by being completely free.
What readers say
OpenMarket
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Portfolio123
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Key differences at a glance
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- Beginner friendly
- Portfolio123
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Discord, Telegram +2 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 19 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Streaming and Granularity: Tick and Minute | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit OpenMarket | Visit Portfolio123 |
Where each one shines
What OpenMarket and Portfolio123 each do best.ShowHide
Where each one shines
What OpenMarket does best
- Chart multiple markets with technical indicators, drawing tools, and configurable workspaces.
- Study order-book heatmaps, volume footprints, cumulative volume delta, funding, open interest, and liquidations.
- Track symbols in watchlists with sections, flags, notes, and a TradingView importer.
- Receive price and prediction-market odds alerts in-app, by email, webhook, Discord, or Telegram.
- Write custom indicators and strategies with kScript, using raw order-book arrays and multiple data sources.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Every detail we compared
Every tracked attribute for OpenMarket and Portfolio123, side by side.ShowHide
Every detail we compared
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptosCurrenciesCommoditiesFuturesOther | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | Not specified | North AmericaEurope |
Coverage details | Not specified | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Streaming | Real-timeEnd of Day |
Data granularity | TickMinute | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | RESTWebSocket | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKeyDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | DiscordTelegramHyperliquidAlpaca | Interactive BrokersTradier |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Thalamus Technologies, Inc.Country: United States | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
| Tier | ||
|---|---|---|
| Free plan | Free“Free charting” | Free“Manage (Free)” |
| Entry paid plan | Subscription“OpenMarket Plus” | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | — | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between OpenMarket and Portfolio123?
OpenMarket leans toward data visualizations, order book / level II, and crypto derivatives, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do OpenMarket and Portfolio123 cost?
Good news: both OpenMarket and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: OpenMarket or Portfolio123?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do OpenMarket and Portfolio123 have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose OpenMarket or Portfolio123?
It depends on what you're after. Pick OpenMarket if order book / level II and crypto derivatives matter to you; go with Portfolio123 if you'd rather have screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do OpenMarket and Portfolio123 cover?
Both cover stocks. OpenMarket also handles cryptos, currencies, and commodities. Portfolio123 adds ETFs and closed-end funds on top.
Do OpenMarket and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from OpenMarket and Portfolio123?
Portfolio123 exports to CSV. OpenMarket is stingier about getting data out.
Can OpenMarket or Portfolio123 connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: OpenMarket or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; OpenMarket doesn't, and focuses its energy elsewhere.
Can I track my portfolio with OpenMarket or Portfolio123?
Portfolio123 handles portfolio tracking. OpenMarket is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.