BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

Portfolio123 vs ShortSqueeze.com

Portfolio123

TestedMost versatile pick
Review & pricing
Paid from
$25/mo
Free plan
Yes
Platforms
Web, API, Desktop

Best if

  • You'd rather start free and only pay if you outgrow it
  • You want the cheaper way in: plans start at $25/mo instead of $49.99/mo
  • Delayed quotes won't cut it; you need real-time data
Paid from
$49.99/mo
Free plan
No
Platforms
Web

Best if

  • You want short interest.
Most versatile pick

Start here

Portfolio123 logo

Portfolio123

portfolio123.comTested

Free • From $300/yr · Web · API · Desktop

  • You'd rather start free and only pay if you outgrow it
  • You want the cheaper way in: plans start at $25/mo instead of $49.99/mo
  • Delayed quotes won't cut it; you need real-time data

Pick ShortSqueeze.com instead if

ShortSqueeze.com logo

ShortSqueeze.com

shortsqueeze.com

From $599.90/yr · Web

  • You want short interest.

Skip both if: Neither one clicks with how you research; there are strong third options.

See alternatives

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Our take

The bottom line

Portfolio123 and ShortSqueeze.com cover a lot of the same ground (2 shared categories, screeners and scores), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to ShortSqueeze.com's 3, including data visualizations, quant, and stock ideas. ShortSqueeze.com counters by keeping things simpler.

What readers say

Portfolio123

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ShortSqueeze.com

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Key differences at a glance

Free plan
Portfolio123
Cheaper paid plan
Portfolio123$25/mo vs $49.99/mo
Broader coverage
Portfolio12319 vs 3 categories
Desktop app
Portfolio123
API access
Portfolio123
Real-time data
Portfolio123
See the full side-by-side table
Portfolio123 logo

What Portfolio123 does best

  1. Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
  2. Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
  3. Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
  4. Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
  5. AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
ShortSqueeze.com logo

What ShortSqueeze.com does best

  1. Screening for more than 15,000 U.S.-listed equities across NASDAQ, NYSE, AMEX, OTCBB, and Pink Sheets for short-interest conditions.
  2. Download support for an Excel Master Spreadsheet with updated market-wide short-interest statistics for member research workflows.
  3. Two years of rolling historical short-interest data with membership, with older archives available separately.
  4. Filters for the Short Screener by short interest, days-to-cover, short percent float, short-interest changes, ownership percent, 52-week range, moving averages, sector, industry, volume, and performance.
  5. Review proprietary member lists such as Squeeze Alert, Long Squeeze, Top 100, and Short Squeeze Ranking.

Side by side

Pricing & plans
Starting price
Free • From $300/yr
From $599.90/yr
Free tier
Yes
No
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Desktop app
Yes
No
Mobile app
No
No
API access
Yes
No
Broker sync
Yes
No
Integrations
Interactive Brokers and Tradier
—
Coverage & data
Asset types
StocksETFsClosed-End Funds
Stocks
Target audience
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers
Not specified
Data freshness
Real-timeEnd of Day
15-min DelayedEnd of Day
Data granularity
EOD
EOD
Export formats
CSVJSON
Excel

Pricing comparison

Free plan
Free“Manage (Free)”
—
Entry paid plan
$300/yr≈ $25/mo“Screener (Annual)”
$599.90/yr≈ $49.99/mo“Annual Membership”
Tier 2
$35/mo“Screener (Monthly)”
$59.99/mo“Monthly Membership”
Tier 3
$1000/yr≈ $83.33/mo“Backtest (Annual)”
—
Tier 4
$116/mo“Backtest (Monthly)”
—
Tier 5
$1500/yr≈ $125/mo“Portfolio (Annual)”
—
Tier 6
$174/mo“Portfolio (Monthly)”
—
Tier 7
$2400/yr≈ $200/mo“Ultimate (Annual)”
—
Top plan
$278/mo“Ultimate (Monthly)”
—
Custom / enterprise
Contact sales“Professional / API & Data Licenses”
—

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Portfolio123 and ShortSqueeze.com
Attribute
Portfolio123 logo
Portfolio123
ShortSqueeze.com logo
ShortSqueeze.com
Pricing & plans
Starting price
Free • From $300/yrFrom $599.90/yr
Free tier
YesNo
Free trial
——
Plan limits
25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 moreMonthly Membership: named users: 1 and Annual Membership: named users: 1
Platforms & access
Web app
YesYes
Desktop app
YesNo
Mobile app
NoNo
API access
YesNo
Broker sync
YesNo
Integrations
Interactive Brokers and Tradier—
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +5 more—
Categories covered
193
Regions
North America, EuropeNorth America
Data & capabilities
Data quality
5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 moreLatency: 15-min Delayed and End of Day and Granularity: EOD
Data partners
4 partners: FactSet, S&P Global Market Intelligence +2 more—
Capabilities
6 signals: Custom formulas, Ranking backtests +4 moreUniverse builder
Try itVisit Portfolio123Visit ShortSqueeze.com

Standout features

The best features of Portfolio123 and ShortSqueeze.com.
Show
Portfolio123 logo

What Portfolio123 does best

  1. Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
  2. Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
  3. Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
  4. Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
  5. AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
ShortSqueeze.com logo

What ShortSqueeze.com does best

  1. Screening for more than 15,000 U.S.-listed equities across NASDAQ, NYSE, AMEX, OTCBB, and Pink Sheets for short-interest conditions.
  2. Download support for an Excel Master Spreadsheet with updated market-wide short-interest statistics for member research workflows.
  3. Two years of rolling historical short-interest data with membership, with older archives available separately.
  4. Filters for the Short Screener by short interest, days-to-cover, short percent float, short-interest changes, ownership percent, 52-week range, moving averages, sector, industry, volume, and performance.
  5. Review proprietary member lists such as Squeeze Alert, Long Squeeze, Top 100, and Short Squeeze Ranking.

All details

Every attribute we track for Portfolio123 and ShortSqueeze.com.
Show
Attribute
Portfolio123 logo
Portfolio123
ShortSqueeze.com logo
ShortSqueeze.com
Coverage & fit
Asset types
StocksETFsClosed-End Funds
Stocks
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers
Not specified
Regions
North AmericaEurope
North America
Coverage details
Countries: US and CAIdentifiers: Ticker
Countries: US4 exchangesIdentifiers: Ticker
Data
Data freshness
Real-timeEnd of Day
15-min DelayedEnd of Day
Data granularity
EOD
EOD
Data partners
FactSetS&P Global Market IntelligenceICE Data ServicesFRED
Not specified
Access & integrations
API protocols
REST
Not specified
API auth & delivery
Auth: APIKeyDocs
Not specified
Import methods
BrokerOAuthCSV
Not specified
Integrations
Interactive BrokersTradier
Not specified
Export formats
CSVJSON
Excel
Plans & trust
Capability signals
Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation
Universe builder
Vendor & support
Portfolio123Support: Forum
Wetherill Investment Inc (d/b/a ShortSqueeze)Country: USSupport: Email
Curation ratings
Not specified
Methodology 2/5Reliability 3/5UX 3/5

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Portfolio123 and ShortSqueeze.com
Tier
Portfolio123 logo
Portfolio123Cheaper start
ShortSqueeze.com logo
ShortSqueeze.com
Free plan
Free“Manage (Free)”
—
Entry paid plan
$300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more
$599.90/yr≈ $49.99/mo“Annual Membership”named users: 1
Tier 2
$35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more
$59.99/mo“Monthly Membership”named users: 1
Tier 3
$1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more
—
Tier 4
$116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more
—
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”
—

Questions we keep getting

What's the difference between Portfolio123 and ShortSqueeze.com?

Portfolio123 leans toward screeners, data visualizations, and quant, while ShortSqueeze.com puts more weight on screeners, short interest, and scores. They overlap in 2 categories, so for most people it comes down to workflow preference and price.

Is Portfolio123 or ShortSqueeze.com free to use?

Portfolio123 has a free tier, so you can get started without paying anything. ShortSqueeze.com is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.

Does Portfolio123 or ShortSqueeze.com have an API?

Portfolio123 has an API for programmatic access and custom integrations. ShortSqueeze.com doesn't, so you're working through its interface.

Should I choose Portfolio123 or ShortSqueeze.com?

It depends on what you're after. Pick Portfolio123 if data visualizations and quant matter to you; go with ShortSqueeze.com if you'd rather have short interest. And if you only need the basics both share, let price decide.

What asset classes do Portfolio123 and ShortSqueeze.com cover?

Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.

Does Portfolio123 or ShortSqueeze.com have real-time data?

Portfolio123 offers real-time data, which matters if you trade actively. ShortSqueeze.com 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.

Which covers international markets: Portfolio123 or ShortSqueeze.com?

Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. ShortSqueeze.com is more region-specific, mainly North America.

Can I export data from Portfolio123 and ShortSqueeze.com?

Yes, both export to spreadsheets (Portfolio123: CSV; ShortSqueeze.com: Excel), which is handy if you like running your own numbers.

Can Portfolio123 or ShortSqueeze.com connect to my broker?

Portfolio123 syncs with brokers automatically. With ShortSqueeze.com, you're entering holdings by hand or importing files.

Which has a better stock screener: Portfolio123 or ShortSqueeze.com?

Both Portfolio123 and ShortSqueeze.com 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 ShortSqueeze.com?

Portfolio123 handles portfolio tracking. ShortSqueeze.com is really a research tool; you'd track your portfolio elsewhere.

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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.