★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Simply Wall St checked July 29, 2026
Tool Comparison
Portfolio123 vs Simply Wall St
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · 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 care about quant, scores, and backtesting, things Simply Wall St doesn't offer
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $25/mo
- You do a lot of your research from your phone
- You care about dividends, insider data, and institutional ownership, 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 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. The real difference is focus: only Portfolio123 gives you quant and scores, and only Simply Wall St gives you dividends and insider data.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Simply Wall St
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10/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
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 • From $120/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 in transit |
| Try it | Visit Portfolio123 | Visit Simply Wall St |
Where each one shines
What Portfolio123 and Simply Wall St each do best.ShowHide
Where each one shines
What Portfolio123 and Simply Wall St 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 Simply Wall St does best
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
Every detail we compared
Every tracked attribute for Portfolio123 and Simply Wall St, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Simply Wall St, side by side.| 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: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | BrokerOAuthCSVManual |
Integrations | Interactive BrokersTradier | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | CSVJSON | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption 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.
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)” | Freecompany reports per month: 5 · portfolios: 1 · +3 more |
| Entry paid plan | $25/mo“Retail Research Plans” | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more |
| Top plan | — | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 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.
Keep researching
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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.