Portfolio123 vs Reflexivity comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Reflexivity specializes in Screeners, Quant, and Performance Attribution. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Reflexivity requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 Reflexivity if Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., and Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. Reflexivity adds coverage for Bonds, Commodities, and Currencies.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Reflexivity supports data exports to Excel. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Reflexivity requires manual portfolio entry or data import.

Both Portfolio123 and Reflexivity include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.