Portfolio123 vs Simply Wall St comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 10 categories, so choose based on your preferred workflow and pricing.

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

Simply Wall St 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.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Simply Wall St doesn't currently offer an API, so you'll need to use their web interface.

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 Simply Wall St if Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. Simply Wall St adds coverage for Funds.

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

Simply Wall St supports data exports to Excel, and PDF. Portfolio123 has more limited export options.

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

Both Portfolio123 and Simply Wall St include stock screeners. Try each to see which filtering options and interface you prefer.

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