VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Portfolio123 and PortfoliosLab will find that Both Portfolio123 and PortfoliosLab concentrate on Screeners, Quant, and Backtesting workflows, making them natural alternatives for similar investment research jobs. Portfolio123 leans into Calendar, Data APIs, and Broker Connectors, which can be decisive for teams that need depth over breadth. PortfoliosLab stands out with ETF Screeners, Watchlist, and Stock Comparison that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Portfolio123 vs PortfoliosLab
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Portfolio123 adds Calendar, Data APIs, Broker Connectors, and Data Visualizations coverage that PortfoliosLab skips.
- PortfoliosLab includes ETF Screeners, Watchlist, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, and Financials categories that Portfolio123 omits.
- Portfolio123 highlights: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- PortfoliosLab is known for: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
PortfoliosLab
portfolioslab.com
Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.
Categories
Platforms
Pricing
Quick highlights
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
- Factor analysis tools for Alpha and Beta measurement.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
PortfoliosLab
Distinct strengths include:
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Feature-by-feature breakdown
| Attribute | Portfolio123 | PortfoliosLab |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Quant, Backtesting, Portfolio, Correlation, APIs & SDKs Unique: Calendar, Data APIs, Broker Connectors, Data Visualizations | Shared: Screeners, Quant, Backtesting, Portfolio, Correlation, APIs & SDKs Unique: ETF Screeners, Watchlist, Stock Comparison, ETF Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Financials |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Desktop, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Portfolio123 and PortfoliosLab both support?
Both platforms cover Screeners, Quant, Backtesting, Portfolio, Correlation, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Portfolio123 and PortfoliosLab require subscriptions?
Both Portfolio123 and PortfoliosLab keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Portfolio123 and PortfoliosLab?
Both Portfolio123 and PortfoliosLab prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Portfolio123 differentiates itself with Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., whereas PortfoliosLab stands out for Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
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.