Portfolio123 vs Qfinr comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Qfinr specializes in Portfolio, Watchlist, and Backtesting. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Qfinr requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Qfinr has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Qfinr doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio123 if you need Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.. Go with Qfinr if Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., and 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. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. Qfinr adds coverage for Mutual Funds, Bonds, Commodities, and Other.

Portfolio123 offers real-time data feeds, which is essential for active traders. Qfinr uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio123 connects with brokers for portfolio syncing. Qfinr requires manual portfolio entry or data import.

Both Portfolio123 and Qfinr include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.