VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

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Wednesday, February 18, 2026

Tool Comparison

Portfolio123 vs QuantRocket comparison

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

Portfolio123 logo

Portfolio123

portfolio123.com

PricingFree, Subscription
PlatformsWeb, API, Desktop
Editor's pickHands-on review
QuantRocket logo

QuantRocket

quantrocket.com

PricingFree, Subscription
PlatformsWeb, API
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
Portfolio123Web, API, Desktop
QuantRocketWeb, API
Categories
Portfolio12320
QuantRocket8
Pricing details

Tool

Portfolio123

$25/mo

Starting price

Free tierYes
Free trial

Plans & pricing

Manage (Free)Free
Retail Research Plans$25/mo
Professional / API & Data LicensesContact sales
Research TrialOne-time

Tool

QuantRocket

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
Full AccessSubscription
Category leaders
ScreenersPortfolio123
Stock IdeasPortfolio123
PortfolioPortfolio123
WatchlistPortfolio123
FinancialsPortfolio123
Browse the #1 tool in 90+ categories

Vote sentiment comparison

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Platform details

AttributePortfolio123QuantRocket
Asset types
StocksETFsClosed-End Funds
StocksETFsFuturesCurrenciesOptions
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North AmericaEurope
North AmericaEuropeAPACLatAmMiddle EastAfrica
Data freshness
Real-timeEnd of Day
StreamingReal-timeEnd of Day
API access
REST
RESTWebSocket
Export formats
JSON
CSVJSON

Coverage overlap

Shared categories5

Categories where both tools offer overlapping coverage.

Frequently Asked Questions

What's the difference between Portfolio123 and QuantRocket?

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while QuantRocket specializes in Screeners, Quant, and Backtesting. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

How much do Portfolio123 and QuantRocket cost?

Good news—both Portfolio123 and QuantRocket offer free plans. You can try each platform without commitment and only pay when you need premium features.

Do Portfolio123 and QuantRocket have APIs?

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Should I choose Portfolio123 or QuantRocket?

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 QuantRocket if Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., and Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter. better fits how you invest.

What asset classes do Portfolio123 and QuantRocket cover?

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. QuantRocket adds coverage for Futures, Currencies, and Options.

Do Portfolio123 and QuantRocket offer real-time data?

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Can I export data from Portfolio123 and QuantRocket?

QuantRocket supports data exports to CSV, and JSON. Portfolio123 has more limited export options.

Can Portfolio123 or QuantRocket connect to my broker?

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Which has a better stock screener—Portfolio123 or QuantRocket?

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

Can I track my portfolio with Portfolio123 or QuantRocket?

Portfolio123 offers portfolio tracking features. QuantRocket is more focused on research and analysis.

Keep Exploring

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.