Tool Comparison
Portfolio123 vs QuantRocket
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want data visualizations, stock ideas, and scores.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want auto-trading & bots, advanced order types, and paper trading.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want data visualizations, stock ideas, and scores.
Pick QuantRocket if
QuantRocket
Free • Paid plans available · Web · API
- You want auto-trading & bots, advanced order types, and paper trading.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and QuantRocket cover a lot of the same ground (5 shared categories, including screeners, quant, and backtesting), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to QuantRocket's 8, including data visualizations, stock ideas, and scores. QuantRocket counters by being completely free.
What readers say
Portfolio123
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QuantRocket
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Key differences at a glance
- Broader coverage
- Portfolio12319 vs 8 categories
- Desktop app
- Portfolio123
- Free plan
- Both
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Interactive Brokers, Alpaca +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 8 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 5 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Tick, Minute, and EOD +3 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 5 signals: Custom formulas, Universe builder +3 more |
Security | — | Status page |
| Try it | Visit Portfolio123 | Visit QuantRocket |
Standout features
The best features of Portfolio123 and QuantRocket.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with a 2007-2011 survivorship-bias-free U.S. daily stock bundle and sample symbols.
- Full Access adds complete current datasets, paper trading, live trading, and licensed U.S. minute-bar data.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across global exchanges and broker-connected trading.
All details
Every attribute we track for Portfolio123 and QuantRocket.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsFuturesCurrenciesOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-timeEnd of Day |
Data granularity | EOD | TickMinuteEOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | RESTWebSocket |
API auth & delivery | Auth: APIKeyDocs | Auth: NoneSDKs: Python |
Import methods | BrokerOAuthCSV | CSV |
Integrations | Interactive BrokersTradier | Interactive BrokersAlpacaPolygon.ioNasdaq Data LinkEDIBrain |
Export formats | CSVJSON | CSVJSON |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Custom formulasUniverse builderMulti-leg optionsGreeksBroker sync |
Vendor & support | Portfolio123Support: Forum | QuantRocket LLCCountry: USSupport: Email and Forum |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | Subscription“Full Access” |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | — |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and QuantRocket?
Portfolio123 leans toward screeners, data visualizations, and quant, while QuantRocket puts more weight on screeners, quant, and backtesting. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and QuantRocket cost?
Good news: both Portfolio123 and QuantRocket have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and QuantRocket have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or QuantRocket?
It depends on what you're after. Pick Portfolio123 if data visualizations and stock ideas matter to you; go with QuantRocket if you'd rather have auto-trading & bots and advanced order types. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and QuantRocket cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. QuantRocket adds futures, currencies, and options on top.
Do Portfolio123 and QuantRocket offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portfolio123 and QuantRocket?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or QuantRocket connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Portfolio123 or QuantRocket?
Both Portfolio123 and QuantRocket include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or QuantRocket?
Portfolio123 handles portfolio tracking. QuantRocket is really a research tool; you'd track your portfolio elsewhere.
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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.