Tool Comparison
Portfolio123 vs Simply Wall St
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want quant, scores, and backtesting.
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $10.95/mo instead of $25/mo
- You do a lot of your research from your phone
- You want dividends, insider data, and institutional ownership.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · 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 want quant, scores, and backtesting.
Pick Simply Wall St if
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want the cheaper way in: plans start at $10.95/mo instead of $25/mo
- You do a lot of your research from your phone
- You want dividends, insider data, and institutional ownership.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and Simply Wall St cover a lot of the same ground (11 shared categories, including screeners, data visualizations, and stock ideas), so for the basics you won't go far wrong with either. Portfolio123 includes quant and scores, and Simply Wall St includes dividends and insider data.
What readers say
Portfolio123
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Simply Wall St
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10.95/mo vs $25/mo
- Free trial
- Simply Wall St7 days
- Mobile app
- Simply Wall St
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
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 Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • From $131.40/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 19 | 19 |
Regions | North America, Europe | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | S&P Global Market Intelligence |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 6 signals: Universe builder, Broker sync +4 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Portfolio123 | Visit Simply Wall St |
Standout features
The best features of Portfolio123 and Simply Wall St.ShowHide
Standout features
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 Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
All details
Every attribute we track for Portfolio123 and Simply Wall St.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | Vendor |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | S&P Global Market Intelligence |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | BrokerOAuthCSV | BrokerOAuthCSVManual |
Integrations | Interactive BrokersTradier | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | CSVJSON | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Portfolio123Support: Forum | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| 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” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Portfolio123 and Simply Wall St?
Portfolio123 leans toward screeners, data visualizations, and quant, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Simply Wall St cost?
Good news: both Portfolio123 and Simply Wall St have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Simply Wall St on my phone?
Simply Wall St 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 Simply Wall St have an API?
Portfolio123 has an API for programmatic access and custom integrations. Simply Wall St doesn't, so you're working through its interface.
Should I choose Portfolio123 or Simply Wall St?
It depends on what you're after. Pick Portfolio123 if quant and scores matter to you; go with Simply Wall St if you'd rather have dividends and insider data. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Simply Wall St cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds.
Does Portfolio123 or Simply Wall St have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Simply Wall St 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 Simply Wall St?
Yes, both export to spreadsheets (Portfolio123: CSV; Simply Wall St: Excel), which is handy if you like running your own numbers.
Can Portfolio123 or Simply Wall St connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Portfolio123 or Simply Wall St?
Both Portfolio123 and Simply Wall St 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 Simply Wall St?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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