VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Optuma checked September 5, 2026 · Portfolio123 checked August 23, 2026
Tool Comparison
Optuma vs Portfolio123
Pick Optuma instead if
Optuma
From $810/yr · Desktop
- You care about stock comparison and ETF comparison, things Portfolio123 doesn't offer
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $25/mo instead of $67.5/mo
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Optuma and Portfolio123 cover a lot of the same ground (8 shared categories, including data visualizations, screeners, and quant), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Optuma's 10, including stock ideas, scores, and valuation models. Optuma counters by keeping things simpler.
What readers say
Optuma
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Portfolio123
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Key differences at a glance
- Free plan
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $67.5/mo
- Free trial
- Optuma14 days
- Broader coverage
- Portfolio12319 vs 10 categories
- API access
- Portfolio123
- Broker sync
- Portfolio123
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
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $810/yr | Free • From $25/mo |
Free tier | No | Yes |
Free trial | 14 days | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Bloomberg | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 10 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | RRG Research and Bloomberg | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Optuma | Visit Portfolio123 |
Where each one shines
What Optuma and Portfolio123 each do best.ShowHide
Where each one shines
What Optuma and Portfolio123 each do best.What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
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 Optuma and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Optuma and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | RRG ResearchBloomberg | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CSVManual | BrokerOAuthCSV |
Integrations | Bloomberg | Interactive BrokersTradier |
Export formats | ImagePDF | CSVJSON |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | 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
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free“Manage (Free)” |
| Entry paid plan | $810/yr≈ $67.50/mo“Trader Services — annual renewal” | $25/mo“Retail Research Plans” |
| Tier 2 | $75/mo“Trader Services — monthly renewal” | — |
| Top plan | $995/yr“Trader Services — first 12 months” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Optuma and Portfolio123?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is Optuma or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Optuma 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.
Does Optuma or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Optuma doesn't, so you're working through its interface.
Should I choose Optuma or Portfolio123?
It depends on what you're after. Pick Optuma if stock comparison and ETF comparison matter to you; go with Portfolio123 if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do Optuma and Portfolio123 cover?
Both cover stocks and ETFs. Optuma also handles mutual funds, currencies, and commodities. Portfolio123 adds closed-end funds on top.
Do Optuma and Portfolio123 offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Optuma and Portfolio123?
Portfolio123 exports to CSV. Optuma is stingier about getting data out.
Can Optuma or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Optuma, you're entering holdings by hand or importing files.
Which has a better stock screener: Optuma or Portfolio123?
Both Optuma and Portfolio123 include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Optuma or Portfolio123?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.