Tool Comparison
Portfolio123 vs PortfoliosLab
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, scores, and valuation models.
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $8.33/mo instead of $25/mo
- You want risk metrics, performance attribution, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, scores, and valuation models.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $25/mo
- You want risk metrics, performance attribution, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and PortfoliosLab cover a lot of the same ground (10 shared categories, including screeners, data visualizations, and quant), so for the basics you won't go far wrong with either. Portfolio123 includes stock ideas and scores, and PortfoliosLab includes risk metrics and performance attribution.
What readers say
Portfolio123
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PortfoliosLab
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Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $25/mo
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
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.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 $300/yr | Free • From $100/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +6 more |
Categories covered | 19 | 17 |
Regions | North America, Europe | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 6 signals: Factor exposure, VaR/ES +4 more |
| Try it | Visit Portfolio123 | Visit PortfoliosLab |
Standout features
The best features of Portfolio123 and PortfoliosLab.ShowHide
Standout features
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.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
All details
Every attribute we track for Portfolio123 and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | North AmericaEurope | North AmericaEurope |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: NoneDocs |
Import methods | BrokerOAuthCSV | ManualCSV |
Integrations | Interactive BrokersTradier | MCPChatGPTClaude |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Portfolio123Support: Forum | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $100/yr≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $250/yr≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $900/yr≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Questions we keep getting
What's the difference between Portfolio123 and PortfoliosLab?
Portfolio123 leans toward screeners, data visualizations, and quant, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and PortfoliosLab cost?
Good news: both Portfolio123 and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and PortfoliosLab have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or PortfoliosLab?
It depends on what you're after. Pick Portfolio123 if stock ideas and scores matter to you; go with PortfoliosLab if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and PortfoliosLab cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. PortfoliosLab adds mutual funds, funds, and cryptos on top.
Does Portfolio123 or PortfoliosLab have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. PortfoliosLab 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 Portfolio123 and PortfoliosLab?
Portfolio123 exports to CSV. PortfoliosLab is stingier about getting data out.
Can Portfolio123 or PortfoliosLab connect to my broker?
Portfolio123 syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or PortfoliosLab?
Both Portfolio123 and PortfoliosLab 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 Portfolio123 or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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