Portfolio Performance vs Portfolio123 comparison

Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Performance and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Portfolio Performance 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.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Portfolio Performance doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. 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.

Both cover Stocks, and ETFs. Portfolio Performance also includes Mutual Funds, Bonds, Cryptos, Commodities, and Other. Portfolio123 adds coverage for Closed-End Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Portfolio Performance uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio Performance supports data exports to CSV, JSON, and XML. Portfolio123 has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Portfolio123 includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.