★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs Portfolio123
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You care about advisor operations, risk metrics, and scenario & stress tests, things Portfolio123 doesn't offer
Pick Portfolio123 if
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 $275/mo
- Delayed quotes won't cut it; you need real-time data
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
Orion Advisor Tech and Portfolio123 cover a lot of the same ground (5 shared categories, including APIs & data feeds, broker connectors, and education), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Orion Advisor Tech's 13, including screeners, data visualizations, and quant. Orion Advisor Tech counters by keeping things simpler.
What readers say
Orion Advisor Tech
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $275/mo
- Broader coverage
- Portfolio12319 vs 13 categories
- Mobile app
- Orion Advisor Tech
- Desktop app
- Portfolio123
- Real-time data
- 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 $275/mo | Free • From $25/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +5 more |
Categories covered | 13 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | Morningstar and ICE Data Services | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 6 signals: Custom formulas, Ranking backtests +4 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Orion Advisor Tech | Visit Portfolio123 |
Where each one shines
What Orion Advisor Tech and Portfolio123 each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Portfolio123 each do best.What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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 Orion Advisor Tech and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | MorningstarICE Data Services | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: APIKeySDKs: PythonDocs |
Import methods | CSVCustodianManual | BrokerOAuthCSV |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | Interactive BrokersTradier |
Export formats | ExcelPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Not specified |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | 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 | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $25/mo“Retail Research Plans” |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | — |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | — |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between Orion Advisor Tech and Portfolio123?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, 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.
Is Orion Advisor Tech or Portfolio123 free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Orion Advisor Tech 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: Orion Advisor Tech 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.
Can I use Orion Advisor Tech or Portfolio123 on my phone?
Orion Advisor Tech lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Orion Advisor Tech 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 Orion Advisor Tech or Portfolio123?
It depends on what you're after. Pick Orion Advisor Tech if advisor operations and risk metrics matter to you; go with Portfolio123 if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Portfolio123 cover?
Both cover stocks, ETFs, and closed-end funds. Orion Advisor Tech also handles mutual funds, bonds, and options.
Does Orion Advisor Tech or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Orion Advisor Tech runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Orion Advisor Tech or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Orion Advisor Tech and Portfolio123?
Yes, both export to spreadsheets (Orion Advisor Tech: Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can Orion Advisor Tech 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: Orion Advisor Tech or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Orion Advisor Tech or Portfolio123?
Portfolio123 handles portfolio tracking. Orion Advisor Tech 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.