★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs QuickFS
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick QuickFS instead if
QuickFS
Contact for pricing · Web
- You care about sheets / excel add-ins, something Portfolio123 doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio123 and QuickFS cover a lot of the same ground (3 shared categories, data visualizations, financials, and APIs & data feeds), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to QuickFS's 4, including screeners, quant, and stock ideas. QuickFS counters by keeping things simpler.
What readers say
Portfolio123
Vote once to reveal the community verdict.
QuickFS
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 4 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | FastFS.org successor referral and Microsoft AppSource legacy Excel listing |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 4 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | — |
| Try it | Visit Portfolio123 | Visit QuickFS |
Where each one shines
What Portfolio123 and QuickFS each do best.ShowHide
Where each one shines
What Portfolio123 and QuickFS each do best.What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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 QuickFS does best
- Official homepage says QuickFS will not relaunch and that the founder introduced FastFS.org to a data vendor that could support a successor with major QuickFS-like features.
- Legacy product offered 20-year history for 200+ standardized metrics and statements across 40,000+ international stocks.
- Legacy Excel add-in used =QFS("ticker","metric","period") to pull data directly into models; Microsoft AppSource listings may still exist but require a QuickFS account and should not be treated as an active standalone service.
- Legacy API and exports covered fundamentals, market data, company metadata, CSV/Excel exports, and bulk downloads; current official homepage does not advertise active API access.
- Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more were legacy capabilities.
Every detail we compared
Every tracked attribute for Portfolio123 and QuickFS, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and QuickFS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | Countries: US and CAIdentifiers: Ticker | 4 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | FastFS.org successor referralMicrosoft AppSource legacy Excel listing |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | QuickFS.net, LLCSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | — |
| Entry paid plan | $25/mo“Retail Research Plans” | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Closed / not relaunched” |
Questions we keep getting
What's the difference between Portfolio123 and QuickFS?
Portfolio123 leans toward screeners, data visualizations, and quant, while QuickFS puts more weight on financials, data visualizations, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Portfolio123 or QuickFS free to use?
Portfolio123 has a free tier, so you can get started without paying anything. QuickFS is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Does Portfolio123 or QuickFS have an API?
Portfolio123 has an API for programmatic access and custom integrations. QuickFS doesn't, so you're working through its interface.
Should I choose Portfolio123 or QuickFS?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with QuickFS if you'd rather have sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and QuickFS cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or QuickFS have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. QuickFS runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and QuickFS?
Portfolio123 exports to CSV. QuickFS is stingier about getting data out.
Which has a better stock screener: Portfolio123 or QuickFS?
Portfolio123 has a stock screener for surfacing ideas; QuickFS doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or QuickFS?
Portfolio123 handles portfolio tracking. QuickFS is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.