★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs QuickFS
Portfolio123
Best for screeners and quant
Free • From $25/mo
QuickFS
Best for sheets / excel add-ins
Free • From $29/mo
Outbound links may include affiliate or sponsor codes.
The verdict
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.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $29/mo
- Broader coverage
- Portfolio12319 vs 4 categories
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
- Free plan
- Both
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $25/mo instead of $29/mo
- You care about screeners, quant, and stock ideas, things QuickFS doesn't offer
Choose
QuickFS if…
- You care about sheets / excel add-ins, something Portfolio123 doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | Microsoft Excel |
| 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 |
Standout features
What Portfolio123 does best
- 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.
- 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.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
What QuickFS does best
- 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); Microsoft AppSource still lists the add-in and states a QuickFS account is required.
- 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.
Data & access details
| 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 | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: APIKey |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | Microsoft Excel |
Export formats | CSVJSON | CSVExcelJSON |
| 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.
Pricing breakdown
$25/mo
Lower starting price
Plans & pricing
- duration days: 30
$29/mo
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Portfolio123 strengths
16QuickFS strengths
1What you only get with QuickFS.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
How much do Portfolio123 and QuickFS cost?
Good news: both Portfolio123 and QuickFS have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and QuickFS 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 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?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.