★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Semrush
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $139.95/mo
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, data visualizations, and quant, things Semrush doesn't offer
Pick Semrush instead if
Semrush
Free • From $139.95/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You care about app & website traffic and sheets / excel add-ins, 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 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
Vote once to reveal the community verdict.
Semrush
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $139.95/mo
- Free trial
- Semrush7 days
- Broader coverage
- Portfolio12319 vs 4 categories
- Mobile app
- Semrush
- Desktop app
- 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 | Free • From $139.95/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
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 | 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 |
Where each one shines
What Portfolio123 and Semrush each do best.ShowHide
Where each one shines
What Portfolio123 and Semrush 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 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.
Every detail we compared
Every tracked attribute for Portfolio123 and Semrush, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Semrush, side by side.| 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: APIKeySDKs: PythonDocs | 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.
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)” | Free |
| Entry paid plan | $25/mo“Retail Research Plans” | $139.95/mo“Pro” |
| Tier 2 | — | $249.95/mo“Guru” |
| Tier 3 | — | $499.95/mo“Business” |
| Top plan | — | Subscription“Enterprise” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 7 days |
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.
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.