★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Relative Rotation Graphs® (RRG Research)
Portfolio123
Best for screeners and quant
Free • From $25/mo
Relative Rotation Graphs® (RRG Research)
Best for stock comparison and ETF comparison
From $10/mo
Portfolio123
Best for screeners and quant
Free • From $25/mo
Relative Rotation Graphs® (RRG Research)
Best for stock comparison and ETF comparison
From $10/mo
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Portfolio123 and Relative Rotation Graphs® (RRG Research) cover a lot of the same ground (2 shared categories, data visualizations and APIs & data feeds), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Relative Rotation Graphs® (RRG Research)'s 4, including screeners, quant, and stock ideas. Relative Rotation Graphs® (RRG Research) counters by starting cheaper at $10/mo.
Key differences at a glance
- Real-time data
- Portfolio123
- Free plan
- Portfolio123
- Cheaper paid plan
- Relative Rotation Graphs® (RRG Research)$10/mo vs $25/mo
- Broader coverage
- Portfolio12319 vs 4 categories
- Desktop app
- Portfolio123
- Beginner friendly
- Portfolio123
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about screeners, quant, and stock ideas, things Relative Rotation Graphs® (RRG Research) doesn't offer
- You're newer to investing and want something approachable
Choose
Relative Rotation Graphs® (RRG Research) if…
- You want the cheaper way in: plans start at $10/mo instead of $25/mo
- You care about stock comparison and ETF comparison, things Portfolio123 doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | From $10/mo |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 4 limits: RRG Online: universes: Pre-defined only, RRG Online: functionality: Limited (lightweight implementation) +2 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | Optuma, Bloomberg +8 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +5 more |
Categories covered | 19 | 4 |
Regions | North America, Europe | Europe, North America, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | — |
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 Relative Rotation Graphs® (RRG Research) |
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Relative Rotation Graphs® (RRG Research) does best
- Visualize how multiple securities rotate versus a common benchmark using relative strength and relative momentum concepts.
- Use RRG Online for interactive browser-based rotation charts across vendor-defined universes and benchmarks.
- Review sector, index, stock, currency, crypto, and asset-allocation universes where RRG Online provides predefined coverage.
- Animate historical rotations with trail-length controls, a brush-chart slider, and play controls.
- Toggle securities, zoom the plot or axes, drag the canvas, snap axes, and export screenshots from the web interface.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsBondsCurrenciesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersAsset ManagersHedge Funds |
Regions | North AmericaEurope | EuropeNorth AmericaAPAC |
Coverage details | Countries: US and CAIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
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 | OptumaBloombergLSEG WorkspaceStockCharts.comStateStreetHKEJ/EJFQAlphaStock VietnamStrike.money+2 more |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | RRG Consulting BV (trading name: RRG Research)Country: NetherlandsSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Starting price
Plans & pricing
- duration days: 30
$10/mo
Lower starting price
Plans & pricing
- universes: Pre-defined only
- functionality: Limited (lightweight implementation)
- pricing: Depends on use-case (contact sales)
- pricing: Depends on scope and implementation needs (contact sales)
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Portfolio123 strengths
17Relative Rotation Graphs® (RRG Research) strengths
2What you only get with Relative Rotation Graphs® (RRG Research).
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio123 and Relative Rotation Graphs® (RRG Research)?
Portfolio123 leans toward screeners, data visualizations, and quant, while Relative Rotation Graphs® (RRG Research) puts more weight on data visualizations, stock comparison, and ETF comparison. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Portfolio123 or Relative Rotation Graphs® (RRG Research) free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Relative Rotation Graphs® (RRG Research) is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Portfolio123 or Relative Rotation Graphs® (RRG Research)?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Portfolio123 and Relative Rotation Graphs® (RRG Research) 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 Relative Rotation Graphs® (RRG Research)?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Relative Rotation Graphs® (RRG Research) if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Relative Rotation Graphs® (RRG Research) cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Relative Rotation Graphs® (RRG Research) adds bonds, currencies, and cryptos on top.
Does Portfolio123 or Relative Rotation Graphs® (RRG Research) have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Relative Rotation Graphs® (RRG Research) 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 Relative Rotation Graphs® (RRG Research)?
Portfolio123 exports to CSV. Relative Rotation Graphs® (RRG Research) is stingier about getting data out.
Which has a better stock screener: Portfolio123 or Relative Rotation Graphs® (RRG Research)?
Portfolio123 has a stock screener for surfacing ideas; Relative Rotation Graphs® (RRG Research) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Relative Rotation Graphs® (RRG Research)?
Portfolio123 handles portfolio tracking. Relative Rotation Graphs® (RRG Research) is really a research tool; you'd track your portfolio elsewhere.
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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.