VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
Portfolio123 vs Quartr comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
Quartr
quartr.com
At a glance
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Tool
Quartr
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | Quartr |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Real-timeEnd of Day | StreamingReal-time |
API access | REST | REST |
Export formats | JSON | JSONPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by Quartr only.
Frequently Asked Questions
What's the difference between Portfolio123 and Quartr?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Quartr specializes in Financials, Transcripts, and Analyst Forecasts. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio123 and Quartr cost?
Good news—both Portfolio123 and Quartr offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Portfolio123 or Quartr on my phone?
Quartr 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.
Do Portfolio123 and Quartr 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 Quartr?
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 Quartr if Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., and Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features. better fits how you invest.
What asset classes do Portfolio123 and Quartr cover?
Both cover Stocks. Portfolio123 also includes ETFs, and Closed-End Funds.
Do Portfolio123 and Quartr offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can Portfolio123 or Quartr connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Quartr requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or Quartr?
Portfolio123 includes a stock screener for finding investment ideas. Quartr focuses on other analytical tools.
Can I track my portfolio with Portfolio123 or Quartr?
Portfolio123 offers portfolio tracking features. Quartr is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.