Tool Comparison
Portfolio Visualizer vs Portfolio123
- Paid from
- $360/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo, risk metrics, and performance attribution.
- Paid from
- $300/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want a lower paid starting price: $300/yr, billed annually instead of $360/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr, billed annually · Web
- You want monte carlo, risk metrics, and performance attribution.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr, billed annually · Web · API · Desktop
- You want a lower paid starting price: $300/yr, billed annually instead of $360/yr, billed annually
- 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.
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Our take
The bottom line
Portfolio Visualizer and Portfolio123 cover a lot of the same ground (6 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 10, including screeners, stock ideas, and scores. Portfolio Visualizer counters by keeping things simpler.
What readers say
Portfolio Visualizer
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Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$300/yr, billed annually vs $360/yr, billed annually
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
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
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $360/yr, billed annually | Free • From $300/yr, billed annually |
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 | 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 | 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 | 10 | 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 |
Standout features
The best features of Portfolio Visualizer and Portfolio123.ShowHide
Standout features
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
- 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.
All details
Every attribute we track for Portfolio Visualizer and Portfolio123.ShowHide
All details
| 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: APIKeyDocs |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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/yrBilled annually≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $300/yrBilled annually≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | $660/yrBilled annually≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $35/moBilled monthly“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $1000/yrBilled annually≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/moBilled monthly“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yrBilled annually≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/moBilled monthly“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yrBilled annually≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/moBilled monthly“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| 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 6 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 screeners and stock ideas. 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.
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