VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Portfolio123 checked August 23, 2026 · Sharpely checked September 5, 2026
Tool Comparison
Portfolio123 vs Sharpely
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about stock ideas, scores, and valuation models, things Sharpely doesn't offer
Pick Sharpely instead if
Sharpely
Free • Contact for pricing · Web · Mobile
- You do a lot of your research from your phone
- You care about stock comparison and ETF comparison, 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 Sharpely cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and quant), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Sharpely's 9, including stock ideas, scores, and valuation models. Sharpely counters by being completely free.
What readers say
Portfolio123
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Sharpely
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 9 categories
- Mobile app
- Sharpely
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- 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 • Contact for pricing |
Free tier | Yes | Yes |
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 | No |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +2 more |
Categories covered | 19 | 9 |
Regions | North America, Europe | APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | RRG Research |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 8 signals: Custom formulas, Ranking backtests +6 more |
| Try it | Visit Portfolio123 | Visit Sharpely |
Where each one shines
What Portfolio123 and Sharpely each do best.ShowHide
Where each one shines
What Portfolio123 and Sharpely each do best.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 Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
Every detail we compared
Every tracked attribute for Portfolio123 and Sharpely, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Sharpely, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | North AmericaEurope | APAC |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | RRG Research |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | BrokerOAuthCSV | Manual |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | Excel |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | Portfolio123Support: Forum | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
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” | INR 599/mo“Pro — monthly” |
| Tier 2 | — | INR 5799/yr“Pro — annual” |
| Tier 3 | — | INR 1299/mo“Black — monthly” |
| Top plan | — | INR 12499/yr“Black — annual” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Portfolio123 and Sharpely?
Portfolio123 leans toward screeners, data visualizations, and quant, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Sharpely cost?
Good news: both Portfolio123 and Sharpely have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Sharpely on my phone?
Sharpely 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 Sharpely have an API?
Portfolio123 has an API for programmatic access and custom integrations. Sharpely doesn't, so you're working through its interface.
Should I choose Portfolio123 or Sharpely?
It depends on what you're after. Pick Portfolio123 if stock ideas and scores matter to you; go with Sharpely if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Sharpely cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Sharpely adds mutual funds, real estate, and other on top.
Does Portfolio123 or Sharpely have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Sharpely 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 Sharpely?
Yes, both export to spreadsheets (Portfolio123: CSV; Sharpely: Excel), which is handy if you like running your own numbers.
Can Portfolio123 or Sharpely connect to my broker?
Portfolio123 syncs with brokers automatically. With Sharpely, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Sharpely?
Both Portfolio123 and Sharpely include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or Sharpely?
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.