VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Portfolio123 vs RetailRoadshow comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
At a glance
| Portfolio123 | RetailRoadshow | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $25/mo | — |
| Enterprise option | ||
| Available plans | Manage (Free), Retail Research Plans, Professional / API & Data Licenses, Research Trial | Viewer Access |
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | RetailRoadshow |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North America |
Data freshness | Real-timeEnd of Day | Not specified |
API access | REST | Not specified |
Export formats | JSON | PDF |
Coverage overlap
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between Portfolio123 and RetailRoadshow?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while RetailRoadshow specializes in IPO, Secondary Offerings, and Videos. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio123 and RetailRoadshow cost?
Good news—both Portfolio123 and RetailRoadshow offer free plans. You can try each platform without commitment and only pay when you need premium features.
Does Portfolio123 or RetailRoadshow have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. RetailRoadshow doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Portfolio123 or RetailRoadshow?
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 RetailRoadshow if US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings., and Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams. better fits how you invest.
What asset classes do Portfolio123 and RetailRoadshow cover?
Both cover Stocks. Portfolio123 also includes ETFs, and Closed-End Funds.
Does Portfolio123 or RetailRoadshow have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. RetailRoadshow uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can Portfolio123 or RetailRoadshow connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. RetailRoadshow requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or RetailRoadshow?
Portfolio123 includes a stock screener for finding investment ideas. RetailRoadshow focuses on other analytical tools.
Can I track my portfolio with Portfolio123 or RetailRoadshow?
Portfolio123 offers portfolio tracking features. RetailRoadshow is more focused on research and analysis.
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.