Tool Comparison
Portfolio123 vs Semrush
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want the cheaper way in: plans start at $25/mo instead of $139/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and quant.
- Paid from
- $139/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want app & website traffic and sheets / excel add-ins.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $139/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and quant.
Pick Semrush instead if
Semrush
Free • From $139/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want app & website traffic and sheets / excel add-ins.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and Semrush cover a lot of the same ground (2 shared categories, APIs & data feeds and blogs), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Semrush's 4, including screeners, data visualizations, and quant. Semrush counters by keeping things simpler.
What readers say
Portfolio123
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $139/mo
- Free trial
- Semrush7 days
- Broader coverage
- Portfolio12319 vs 4 categories
- Mobile app
- Semrush
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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 Semrush does best
- Analysis of website traffic, visitor sources, engagement, keywords, competitors, backlinks, SEO performance, paid search, and market benchmarks.
- Semrush One and AI visibility products to monitor brand and content visibility across AI search and classic SEO workflows.
- The Standard API for eligible SEO Toolkit Business users, with separately purchased API units and request or line-based consumption.
- Separate API paths for Trends, Listing Management, and Map Rank Tracker, noting that local APIs and map rank APIs have their own access and billing rules.
- Export support for data and reports through CSV, Excel, PDF, JSON, Google Sheets, Position Tracking, Site Audit, and App Center connector workflows.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • From $139/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 8 limits: SEO: websites: 5, SEO: tracked keywords daily: 500 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | Google Analytics, Google Search Console +1 more |
| 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 | North America, Europe, APAC, LatAm, Middle East, Africa |
| 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 | — | Data residency: US and SSO: SAML |
| Try it | Visit Portfolio123 | Visit Semrush |
Standout features
The best features of Portfolio123 and Semrush.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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 Semrush does best
- Analysis of website traffic, visitor sources, engagement, keywords, competitors, backlinks, SEO performance, paid search, and market benchmarks.
- Semrush One and AI visibility products to monitor brand and content visibility across AI search and classic SEO workflows.
- The Standard API for eligible SEO Toolkit Business users, with separately purchased API units and request or line-based consumption.
- Separate API paths for Trends, Listing Management, and Map Rank Tracker, noting that local APIs and map rank APIs have their own access and billing rules.
- Export support for data and reports through CSV, Excel, PDF, JSON, Google Sheets, Position Tracking, Site Audit, and App Center connector workflows.
All details
Every attribute we track for Portfolio123 and Semrush.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Other |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
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 | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKey and OAuth2 |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | Google AnalyticsGoogle Search ConsoleGoogle Sheets |
Export formats | CSVJSON | CSVExcelPDFJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: USSSO: SAML |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Semrush Inc.Country: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $139/mo“SEO”websites: 5 · tracked keywords daily: 500 |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $199/mo“Starter”websites: 5 · tracked keywords daily: 500 · +1 more |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $299/mo“Pro+”websites: 15 · tracked keywords daily: 1,500 · +1 more |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | $549/mo“Advanced” |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and Semrush?
Portfolio123 leans toward screeners, data visualizations, and quant, while Semrush puts more weight on app & website traffic, APIs & data feeds, and sheets / excel add-ins. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Semrush cost?
Good news: both Portfolio123 and Semrush have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Semrush on my phone?
Semrush 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.
Do Portfolio123 and Semrush 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 Semrush?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Semrush if you'd rather have app & website traffic and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Semrush cover?
Portfolio123 covers stocks, ETFs, and closed-end funds. Semrush covers other.
Does Portfolio123 or Semrush have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Semrush 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 Semrush?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio123 or Semrush?
Portfolio123 has a stock screener for surfacing ideas; Semrush doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Semrush?
Portfolio123 handles portfolio tracking. Semrush is really a research tool; you'd track your portfolio elsewhere.
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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.