★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Similarweb
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, quant, and stock ideas, things Similarweb doesn't offer
Pick Similarweb instead if
Similarweb
Free • Contact for pricing · Web · API
- 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 Similarweb cover a lot of the same ground (2 shared categories, data visualizations and APIs & data feeds), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Similarweb's 4, including screeners, quant, and stock ideas. Similarweb counters by being completely free.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Similarweb
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 4 categories
- Desktop app
- Portfolio123
- Free plan
- Both
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 | No |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | Microsoft Excel, Google Sheets +8 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 | Latency: 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 more | — |
Security | — | SOC2 and ISO27001 |
| Try it | Visit Portfolio123 | Visit Similarweb |
Where each one shines
What Portfolio123 and Similarweb each do best.ShowHide
Where each one shines
What Portfolio123 and Similarweb 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 Similarweb does best
- Analysis of website traffic, engagement, channels, keyword demand, referral sources, competitors, company profiles, technologies, and app intelligence where plan access allows.
- Free public tools for high-level samples such as traffic checks, app analytics, keyword tools, top websites or apps, and company or technology profiles.
- Similarweb API V5 in REST or Batch mode with API-key authentication, standardized responses, multi-metric requests, MCP and AI support, and one key across endpoint families.
- Subscriptions to daily or monthly release notifications through webhooks where API workflow access is available.
- Export support for data through no-code Data Exporter, scheduled email delivery, CSV downloads, dashboards, tables, Excel, PDF, PPT, and PNG formats depending on product access.
Every detail we compared
Every tracked attribute for Portfolio123 and Similarweb, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Similarweb, 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 | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: APIKeyWebhooks |
Import methods | BrokerOAuthCSV | CSV |
Integrations | Interactive BrokersTradier | Microsoft ExcelGoogle SheetsGoogle Looker StudioTableauPower BISnowflakeDatabricksSalesforce+2 more |
Export formats | CSVJSON | CSVExcelJSONPDFImage |
| Plans & trust | ||
Security & compliance | Not specified | SOC2ISO27001 |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Similarweb Ltd.Support: 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” | Subscription“Self-service packages” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Business and Enterprise” |
Questions we keep getting
What's the difference between Portfolio123 and Similarweb?
Portfolio123 leans toward screeners, data visualizations, and quant, while Similarweb 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 Similarweb cost?
Good news: both Portfolio123 and Similarweb have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and Similarweb 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 Similarweb?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Similarweb 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 Similarweb cover?
Portfolio123 covers stocks, ETFs, and closed-end funds. Similarweb covers other.
Does Portfolio123 or Similarweb have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Similarweb 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 Similarweb?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio123 or Similarweb?
Portfolio123 has a stock screener for surfacing ideas; Similarweb doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Similarweb?
Portfolio123 handles portfolio tracking. Similarweb is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
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Feedback
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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.