★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio Visualizer vs Portfolio123
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You care about monte carlo, risk metrics, and performance attribution, things Portfolio123 doesn't offer
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $30/mo
- Delayed quotes won't cut it; you need real-time data
- 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
Portfolio Visualizer and Portfolio123 cover a lot of the same ground (7 shared categories, including backtesting, correlation, and factor exposure), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Portfolio Visualizer's 11, including stock ideas, scores, and valuation models. Portfolio Visualizer counters by keeping things simpler.
What readers say
Portfolio Visualizer
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- API access
- 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 | Free • From $360/yr | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current-... +4 more | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 11 | 19 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | 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 | 7 signals: Universe builder, Factor exposure +5 more | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Portfolio Visualizer | Visit Portfolio123 |
Where each one shines
What Portfolio Visualizer and Portfolio123 each do best.ShowHide
Where each one shines
What Portfolio Visualizer and Portfolio123 each do best.What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 Portfolio Visualizer and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | CSVManual | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | ExcelCSVPDF | CSVJSON |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | SRL Global Ltd.Country: United Kingdom | 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 | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... | Free“Manage (Free)” |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $25/mo“Retail Research Plans” |
| Top plan | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Portfolio123?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Portfolio123 cost?
Good news: both Portfolio Visualizer and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio Visualizer or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose Portfolio Visualizer or Portfolio123?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and risk metrics 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 Portfolio Visualizer and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio Visualizer also handles mutual funds and funds. Portfolio123 adds closed-end funds on top.
Does Portfolio Visualizer or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Portfolio Visualizer 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.
Can I export data from Portfolio Visualizer and Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Portfolio123?
Both Portfolio Visualizer 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 Portfolio Visualizer or Portfolio123?
Portfolio123 handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
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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.