★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Selfwealth checked July 17, 2026
Tool Comparison
Portfolio123 vs Selfwealth
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 want an API so you can script or automate things
Pick Selfwealth instead if
Selfwealth
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You do a lot of your research from your phone
- You care about brokerage and downloadable tax reports, 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 Selfwealth cover a lot of the same ground (2 shared categories, portfolio and watchlist), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Selfwealth's 4, including screeners, data visualizations, and quant. Selfwealth counters by keeping things simpler.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Selfwealth
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 4 categories
- Mobile app
- Selfwealth
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- 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 | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
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 | 4 |
Regions | North America, Europe | APAC, 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 | — |
| Try it | Visit Portfolio123 | Visit Selfwealth |
Where each one shines
What Portfolio123 and Selfwealth each do best.ShowHide
Where each one shines
What Portfolio123 and Selfwealth 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 Selfwealth does best
- CHESS-sponsored ASX stocks and ETFs through FNZ Securities.
- U.S. stocks and ETFs plus Hong Kong shares through Phillip Capital.
- Flat A$9.50 ASX, US$9.50 U.S. and HK$88 Hong Kong brokerage.
- Individual, joint, minor, company, SMSF and trust accounts.
- Optional Premium research, live streaming and advanced charting.
Every detail we compared
Every tracked attribute for Portfolio123 and Selfwealth, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Selfwealth, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | APACNorth America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: AUIdentifiers: 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 | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Selfwealth Pty LtdCountry: AustraliaSupport: Chat, Phone, and 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” | $0 per unit“Standard transaction-priced brokerage” |
| Tier 2 | — | AUD 29/mo“Selfwealth Premium monthly” |
| Top plan | — | AUD 240/yr“Selfwealth Premium annual” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Questions we keep getting
What's the difference between Portfolio123 and Selfwealth?
Portfolio123 leans toward screeners, data visualizations, and quant, while Selfwealth puts more weight on brokerage, portfolio, and watchlist. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Portfolio123 or Selfwealth free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Selfwealth is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Can I use Portfolio123 or Selfwealth on my phone?
Selfwealth lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Does Portfolio123 or Selfwealth have an API?
Portfolio123 has an API for programmatic access and custom integrations. Selfwealth doesn't, so you're working through its interface.
Should I choose Portfolio123 or Selfwealth?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Selfwealth if you'd rather have brokerage and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Selfwealth cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds.
Does Portfolio123 or Selfwealth have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Selfwealth 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 Selfwealth?
Portfolio123 exports to CSV. Selfwealth is stingier about getting data out.
Which has a better stock screener: Portfolio123 or Selfwealth?
Portfolio123 has a stock screener for surfacing ideas; Selfwealth doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Selfwealth?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.