VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Portfolio123View PortseidoBack to Home

Head-to-head

Portfolio123 vs Portseido comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Portfolio123 adds Screeners, Quant, Backtesting, Correlation, Calendar, APIs & SDKs, Data APIs, and Broker Connectors coverage that Portseido skips.

Portseido includes Dividend, and Risk Metrics (VaR/ES/Drawdown) 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..

Portseido is known for: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..

Portseido offers mobile access, which Portfolio123 skips.

Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

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.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

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).

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Portseido logo

Portseido

portseido.com

Editor’s pick Hands-on review

Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
  • Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Portfolio, and Data Visualizations.

Where they differ

Portfolio123

Distinct strengths include:

Screeners
Quant
Backtesting
Correlation
Calendar
APIs & SDKs
Data APIs
Broker Connectors
  • 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.

Portseido

Distinct strengths include:

Dividend
Risk Metrics (VaR/ES/Drawdown)
  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.

Feature-by-feature breakdown

AttributePortfolio123Portseido
Categories

Which research workflows each platform targets

Shared: Portfolio, Data Visualizations

Unique: Screeners, Quant, Backtesting, Correlation, Calendar, APIs & SDKs, Data APIs, Broker Connectors

Shared: Portfolio, Data Visualizations

Unique: Dividend, Risk Metrics (VaR/ES/Drawdown)

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, 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, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.

Unique

  • Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
  • Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
  • Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
  • Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
  • Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
  • Mobile apps for iOS and Android allow real-time tracking of portfolios on the go.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Highlighted

Frequently Asked Questions

Which workflows do Portfolio123 and Portseido both support?

Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portfolio123 and Portseido require subscriptions?

Both Portfolio123 and Portseido keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Portseido ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.

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 Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.