VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Portfolio123View SimilarwebBack to Home

Head-to-head

Portfolio123 vs Similarweb comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Portfolio123 adds Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, and Broker Connectors coverage that Similarweb skips.

Similarweb includes App & Website Traffic, and Sheets / Excel Add-ins categories that Portfolio123 omits.

Portfolio123 highlights: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Similarweb is known for: Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool., APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports., and Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly..

Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

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Similarweb logo

Similarweb

similarweb.com

Digital intelligence platform providing website and app traffic data, engagement benchmarks, and competitive insights. API access is sold separately or bundled with Enterprise plans, and is required for most native integrations (Excel, Sheets, Tableau, Power BI, Salesforce, HubSpot, Snowflake, Databricks). Webhooks support daily and monthly data release notifications. A free DigitalRank API offers basic website ranking data.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool.
  • APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports.
  • Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly.
  • Data Exporter for no-code bulk exports, including scheduled email delivery and CSV downloads.
  • Bulk input support for uploading CSV lists (up to ~1M entries per report) to create large exports.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include APIs & SDKs, Data APIs, and Data Visualizations.

Where they differ

Portfolio123

Distinct strengths include:

Screeners
Quant
Backtesting
Portfolio
Correlation
Calendar
Broker Connectors
  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

Similarweb

Distinct strengths include:

App & Website Traffic
Sheets / Excel Add-ins
  • Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool.
  • APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports.
  • Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly.
  • Data Exporter for no-code bulk exports, including scheduled email delivery and CSV downloads.

Feature-by-feature breakdown

AttributePortfolio123Similarweb
Categories

Which research workflows each platform targets

Shared: APIs & SDKs, Data APIs, Data Visualizations

Unique: Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, Broker Connectors

Shared: APIs & SDKs, Data APIs, Data Visualizations

Unique: App & Website Traffic, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Stocks, ETFs

Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Desktop, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.

Unique

  • Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool.
  • APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports.
  • Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly.
  • Data Exporter for no-code bulk exports, including scheduled email delivery and CSV downloads.
  • Bulk input support for uploading CSV lists (up to ~1M entries per report) to create large exports.
  • Dashboard and table exports in Excel, PDF, PPT, and PNG formats.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Portfolio123 and Similarweb both support?

Both platforms cover APIs & SDKs, Data APIs, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portfolio123 and Similarweb require subscriptions?

Both Portfolio123 and Similarweb keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Portfolio123 and Similarweb?

Both Portfolio123 and Similarweb prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Portfolio123 differentiates itself with Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., whereas Similarweb stands out for Website traffic and engagement analytics, including keyword research, referral sources, and a free traffic checker tool., APIs available in REST and Batch modes: REST delivers JSON responses, while Batch handles large CSV reports., and Webhook support for subscribing to daily or monthly data releases, with options to manage subscriptions directly..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.