★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs SS&C Black Diamond Wealth Solutions
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- You care about screeners, data visualizations, and quant, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
Pick SS&C Black Diamond Wealth Solutions if
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You care about advisor operations, webhooks, and insider compliance / pre-clearance, 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 SS&C Black Diamond Wealth Solutions cover a lot of the same ground (4 shared categories, including portfolio, APIs & data feeds, and broker connectors), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to SS&C Black Diamond Wealth Solutions's 12, including screeners, data visualizations, and quant. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
What readers say
Portfolio123
Vote once to reveal the community verdict.
SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Portfolio123
- Broader coverage
- Portfolio12319 vs 12 categories
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Desktop app
- Portfolio123
- Global coverage
- Portfolio123
- Beginner friendly
- 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 | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 19 | 12 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 22 signals: Broker sync, Tax lots +20 more |
| Try it | Visit Portfolio123 | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Portfolio123 and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Portfolio123 and SS&C Black Diamond Wealth Solutions 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 SS&C Black Diamond Wealth Solutions does best
- Centralize portfolio management, performance reporting, account groupings, and client-ready reporting for advisory and wealth-management firms.
- Offer advisor and client experiences through web portals, mobile apps, dashboards, outside-account aggregation, and secure document vault workflows.
- Support for adding trading and rebalancing workflows to monitor model drift, align portfolios, manage cash, and execute trades at scale where licensed.
- Business intelligence and billing tools for practice analytics, revenue management, fee schedules, and configurable billing workflows.
- Layer in compliance and surveillance modules for rules-based testing, monitoring, case management, and evidence workflows.
Every detail we compared
Every tracked attribute for Portfolio123 and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: OAuth2WebhooksDocs |
Import methods | BrokerOAuthCSV | Custodian |
Integrations | Interactive BrokersTradier | Morningstar Direct Advisory Suite |
Export formats | CSVJSON | JSON |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Portfolio123Support: Forum | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
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)” | — |
| Entry paid plan | $25/mo“Retail Research Plans” | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Portfolio123 and SS&C Black Diamond Wealth Solutions?
Portfolio123 leans toward screeners, data visualizations, and quant, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Portfolio123 or SS&C Black Diamond Wealth Solutions free to use?
Portfolio123 has a free tier, so you can get started without paying anything. SS&C Black Diamond Wealth Solutions is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Which is better for beginners: Portfolio123 or SS&C Black Diamond Wealth Solutions?
Portfolio123 is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Portfolio123 or SS&C Black Diamond Wealth Solutions on my phone?
SS&C Black Diamond Wealth Solutions 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.
Do Portfolio123 and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and webhooks. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. SS&C Black Diamond Wealth Solutions adds mutual funds, bonds, and funds on top.
Do Portfolio123 and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Portfolio123 or SS&C Black Diamond Wealth Solutions?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. SS&C Black Diamond Wealth Solutions is more region-specific, mainly North America.
Can I export data from Portfolio123 and SS&C Black Diamond Wealth Solutions?
Portfolio123 exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Portfolio123 or SS&C Black Diamond Wealth Solutions 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 SS&C Black Diamond Wealth Solutions?
Portfolio123 has a stock screener for surfacing ideas; SS&C Black Diamond Wealth Solutions doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or SS&C Black Diamond Wealth Solutions?
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.