VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, February 24, 2026
Tool Comparison
Portfolio123 vs Special Situation Investments (SSI) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
Special Situation Investments (SSI)
specialsituationinvestments.com
At a glance
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Tool
Special Situation Investments (SSI)
$49.17/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | Special Situation Investments (SSI) |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | StocksClosed-End FundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Data freshness | Real-timeEnd of Day | Not specified |
API access | REST | Not specified |
Export formats | JSON | Not specified |
Coverage overlap
Categories covered by Portfolio123 only.
Categories covered by Special Situation Investments (SSI) only.
Frequently Asked Questions
What's the difference between Portfolio123 and Special Situation Investments (SSI)?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Special Situation Investments (SSI) specializes in Stock Ideas, Forums, and Newsletters. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio123 and Special Situation Investments (SSI) cost?
Good news—both Portfolio123 and Special Situation Investments (SSI) offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—Portfolio123 or Special Situation Investments (SSI)?
Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Portfolio123 or Special Situation Investments (SSI) have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. Special Situation Investments (SSI) doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Portfolio123 or Special Situation Investments (SSI)?
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 Special Situation Investments (SSI) if Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., and Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable. better fits how you invest.
What asset classes do Portfolio123 and Special Situation Investments (SSI) cover?
Both cover Stocks, and Closed-End Funds. Portfolio123 also includes ETFs. Special Situation Investments (SSI) adds coverage for Other.
Does Portfolio123 or Special Situation Investments (SSI) have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Special Situation Investments (SSI) uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can Portfolio123 or Special Situation Investments (SSI) connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Special Situation Investments (SSI) requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or Special Situation Investments (SSI)?
Portfolio123 includes a stock screener for finding investment ideas. Special Situation Investments (SSI) focuses on other analytical tools.
Can I track my portfolio with Portfolio123 or Special Situation Investments (SSI)?
Portfolio123 offers portfolio tracking features. Special Situation Investments (SSI) is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.