VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 31, 2025

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Tool Comparison

Portfolio123 vs QuickFS comparison

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

Quick takeaways

Portfolio123 adds Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, and Broker Connectors coverage that QuickFS skips.

QuickFS includes Financials, and Sheets / Excel Add-ins categories that Portfolio123 omits.

In depth comparison

Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

WebDesktopAPI

Pricing

FreeSubscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

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QuickFS logo

QuickFS

quickfs.net

Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

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Where they differ

Portfolio123

Distinct strengths include:

ScreenersQuantBacktestingPortfolioCorrelationCalendarBroker Connectors
  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

QuickFS

Distinct strengths include:

FinancialsSheets / Excel Add-ins
  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).

Feature-by-feature breakdown

AttributePortfolio123QuickFS
Categories

Which research workflows each platform targets

Shared: APIs & SDKs, Data APIs, Data Visualizations

Unique: Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, Broker Connectors

Shared: APIs & SDKs, Data APIs, Data Visualizations

Unique: Financials, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Desktop, API

Web, API, Desktop

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.

Unique

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Portfolio123 and QuickFS both support?

Both platforms cover APIs & SDKs, Data APIs, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portfolio123 and QuickFS require subscriptions?

Both Portfolio123 and QuickFS keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Portfolio123 and QuickFS?

Both Portfolio123 and QuickFS prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Portfolio123 differentiates itself with Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., whereas QuickFS stands out for 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported..

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Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.