★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs RetailRoadshow
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
RetailRoadshow
Best for IPO and corporate actions & special situations
Free
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The verdict
The bottom line
Portfolio123 simply does more: 19 categories to RetailRoadshow's 3, including screeners, data visualizations, and quant. RetailRoadshow counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 3 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Global coverage
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things RetailRoadshow doesn't offer
Choose
RetailRoadshow if…
- You care about IPO and corporate actions & special situations, things Portfolio123 doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 3 |
Regions | North America, Europe | North America |
| 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 | — |
Security | — | 3 signals: SOC2, Data residency: US and EU +1 more |
| Try it | Visit Portfolio123 | Visit RetailRoadshow |
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 RetailRoadshow does best
- US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings.
- Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams.
- Listing hub of live/active presentations; availability varies over time (periodically none active).
- Simple registration flow to view a specific presentation; some deals may require an entry code distributed by the syndicate.
- Prospectus for the offering is accessible on the presentation page and may be printed.
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 America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| 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 | Not specified |
Export formats | CSVJSON | PDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: US and EUSSO: SAML |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | NetRoadshow, Inc.Support: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Starting price
Plans & pricing
- duration days: 30
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
Portfolio123 strengths
18RetailRoadshow strengths
2What you only get with RetailRoadshow.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Portfolio123 and RetailRoadshow?
Portfolio123 leans toward screeners, data visualizations, and quant, while RetailRoadshow puts more weight on IPO, corporate actions & special situations, and videos. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and RetailRoadshow cost?
Good news: both Portfolio123 and RetailRoadshow have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or RetailRoadshow have an API?
Portfolio123 has an API for programmatic access and custom integrations. RetailRoadshow doesn't, so you're working through its interface.
Should I choose Portfolio123 or RetailRoadshow?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with RetailRoadshow if you'd rather have IPO and corporate actions & special situations. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and RetailRoadshow cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or RetailRoadshow have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. RetailRoadshow 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.
Which covers international markets: Portfolio123 or RetailRoadshow?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. RetailRoadshow is more region-specific, mainly North America.
Can I export data from Portfolio123 and RetailRoadshow?
Portfolio123 exports to CSV. RetailRoadshow is stingier about getting data out.
Which has a better stock screener: Portfolio123 or RetailRoadshow?
Portfolio123 has a stock screener for surfacing ideas; RetailRoadshow doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or RetailRoadshow?
Portfolio123 handles portfolio tracking. RetailRoadshow is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
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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.