Tool Comparison
Portfolio123 vs Quartr
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want screeners, data visualizations, and quant.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want transcripts, analyst forecasts, and calendar.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want screeners, data visualizations, and quant.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want transcripts, analyst forecasts, and calendar.
- You're a long-term investor who cares more about fundamentals than headlines
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 Quartr cover a lot of the same ground (6 shared categories, including watchlist, financials, and AI research), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Quartr's 16, including screeners, data visualizations, and quant. Quartr counters by being completely free.
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Portfolio123
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Key differences at a glance
- Mobile app
- Quartr
- Broader coverage
- Portfolio12319 vs 16 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
- 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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
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 • Contact for pricing |
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 | Yes |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | MarketBeat |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +8 more |
Categories covered | 19 | 16 |
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 | Latency: Streaming and Real-time |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | MarketBeat |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Citation pinning and AI summaries: Transcripts |
Security | — | Status page |
| Try it | Visit Portfolio123 | Visit Quartr |
Standout features
The best features of Portfolio123 and Quartr.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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
All details
Every attribute we track for Portfolio123 and Quartr.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time |
Data granularity | EOD | Not specified |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | MarketBeat |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKeyWebhooksDocs |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | MarketBeat |
Export formats | CSVJSON | JSONPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Citation pinningAI summaries: Transcripts |
Vendor & support | Portfolio123Support: Forum | Quartr ABCountry: SwedenFounded 2020 |
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“Mobile app” |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | — |
| 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” | Contact sales“Quartr Pro” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and Quartr?
Portfolio123 leans toward screeners, data visualizations, and quant, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Quartr cost?
Good news: both Portfolio123 and Quartr have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Quartr on my phone?
Quartr lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Portfolio123 and Quartr 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 Quartr?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Quartr if you'd rather have transcripts and analyst forecasts. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Quartr cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Do Portfolio123 and Quartr offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portfolio123 and Quartr?
Portfolio123 exports to CSV. Quartr is stingier about getting data out.
Can Portfolio123 or Quartr connect to my broker?
Portfolio123 syncs with brokers automatically. With Quartr, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Quartr?
Portfolio123 has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Quartr?
Portfolio123 handles portfolio tracking. Quartr is really a research tool; you'd track your portfolio elsewhere.
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