Portfolio123 adds Screeners, Quant, Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Blogs, and Videos coverage that Relative Rotation Graphs® (RRG Research) skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Friday, December 26, 2025
Tool Comparison
Portfolio123 vs Relative Rotation Graphs® (RRG Research) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Relative Rotation Graphs® (RRG Research) includes Stock Comparison categories that Portfolio123 omits.
Portfolio123 has a free tier, while Relative Rotation Graphs® (RRG Research) requires a paid plan.
In depth comparison
Portfolio123
portfolio123.com
Editor’s pick Hands-on review
Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.
Categories
Platforms
WebAPIDesktop
Pricing
FreeSubscription
Quick highlights
- 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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
- Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.
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Relative Rotation Graphs® (RRG Research)
relativerotationgraphs.com
RRG Research (creator/owner of Relative Rotation Graphs®) offers: (1) **RRG Online** - a lightweight, subscription-based web app with pre-defined universes and limited functionality (includes a one-month free trial; pricing starts from $10/month); and (2) **RRG API** - a bespoke/contact-priced service to embed RRGs into professional workflows using client-supplied data (XML in -> JSON out).
Platforms
WebAPI
Pricing
SubscriptionOther
Quick highlights
- Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other).
- RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation).
- RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes.
- RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs.
- RRG Online interaction features include toggling securities on/off, setting trail length, zooming/dragging, snapping axes, and playing/animating historical rotation via a slider or play button.
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Where they differ
Portfolio123
Distinct strengths include:
- 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 factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Relative Rotation Graphs® (RRG Research)
Distinct strengths include:
- Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other).
- RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation).
- RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes.
- RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs.
Feature-by-feature breakdown
| Attribute | Portfolio123 | Relative Rotation Graphs® (RRG Research) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: Screeners, Quant, Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Broker Connectors, Education, Blogs, Videos | Shared: Data Visualizations, Data APIs, APIs & SDKs Unique: Stock Comparison |
Asset types Supported asset classes and universes | Stocks, ETFs, Closed-End Funds | Stocks, Bonds, Currencies, Cryptos, Other |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, API, Desktop | Web, API |
Pricing High-level pricing models | Free, Subscription | Subscription, Other |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Relative Rotation Graphs® (RRG Research) both support?
Both platforms cover Data Visualizations, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Portfolio123 offers a free entry point, while Relative Rotation Graphs® (RRG Research) requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Portfolio123 and Relative Rotation Graphs® (RRG Research)?
Both Portfolio123 and Relative Rotation Graphs® (RRG Research) 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 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., and 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., whereas Relative Rotation Graphs® (RRG Research) stands out for Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other)., RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation)., and RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes..
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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.