VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Portfolio123 View Qfinr Back to Home

Head-to-head

Portfolio123 vs Qfinr comparison

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

Quick takeaways

Portfolio123 adds Correlation, Calendar, APIs & SDKs, Data APIs, Broker Connectors, and Data Visualizations coverage that Qfinr skips.

Qfinr includes Watchlist, Scenario & Stress Tests, ETF Screeners, and Stock Ideas 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..

Qfinr is known for: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..

Portfolio123 has a free tier, while Qfinr requires a paid plan.

Qfinr offers mobile access, which Portfolio123 skips.

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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Qfinr

qfinr.com

Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.

Platforms

Web

Mobile

Pricing

Subscription

Quick highlights

Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Backtested stock ideas with the ability to generate customized strategies and view results.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Quant, and Backtesting plus 1 more area.

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.

Qfinr

Distinct strengths include:

Watchlist

Scenario & Stress Tests

ETF Screeners

Stock Ideas

Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.

Feature-by-feature breakdown

Attribute	Portfolio123	Qfinr
Categories Which research workflows each platform targets	Shared: Screeners, Quant, Backtesting, Portfolio Unique: Correlation, Calendar, APIs & SDKs, Data APIs, Broker Connectors, Data Visualizations	Shared: Screeners, Quant, Backtesting, Portfolio Unique: Watchlist, Scenario & Stress Tests, ETF Screeners, Stock Ideas
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other
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	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 Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits. Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities. Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities. Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis. Backtested stock ideas with the ability to generate customized strategies and view results. Market and fundamentals data sourced from Refinitiv and exchanges; redistribution restricted per terms.
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 Qfinr both support?

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

Which tool offers a free plan?

Portfolio123 offers a free entry point, while Qfinr requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Qfinr 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 Qfinr stands out for Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..

Keep exploring

Stay on top of related tools

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