Portfolio123 vs Sharesight comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio123 and Sharesight offer free plans. You can try each platform without commitment and only pay when you need premium features.

Sharesight has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. Sharesight adds coverage for Mutual Funds, Funds, Bonds, Cryptos, Real Estate, and Other.

Portfolio123 offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Sharesight supports data exports to CSV, and PDF. Portfolio123 has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Portfolio123 includes a stock screener for finding investment ideas. Sharesight focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.