★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Relative Rotation Graphs® (RRG Research)
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 care about screeners, quant, and stock ideas, things Relative Rotation Graphs® (RRG Research) doesn't offer
Pick Relative Rotation Graphs® (RRG Research) instead if
Relative Rotation Graphs® (RRG Research)
From $10/mo · Web · API
- 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
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 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.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Relative Rotation Graphs® (RRG Research)
Vote once to reveal the community verdict.
Key differences at a glance
- 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
- Real-time data
- Portfolio123
- Beginner friendly
- Portfolio123
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 | 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) |
Where each one shines
What Portfolio123 and Relative Rotation Graphs® (RRG Research) each do best.ShowHide
Where each one shines
What Portfolio123 and Relative Rotation Graphs® (RRG Research) 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 Relative Rotation Graphs® (RRG Research) does best
- Visualizations for how multiple securities rotate versus a common benchmark using relative strength and relative momentum concepts.
- RRG Online for interactive browser-based rotation charts across vendor-defined universes and benchmarks.
- Views for reviewing 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.
Every detail we compared
Every tracked attribute for Portfolio123 and Relative Rotation Graphs® (RRG Research), side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Relative Rotation Graphs® (RRG Research), side by side.| 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.
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” | $10/mo“RRG Online”universes: Pre-defined only · functionality: Limited (lightweight implementation) |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“RRG API”pricing: Depends on use-case (contact sales) |
Questions we keep getting
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.