VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Portfolio123 vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Portfolio123 | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $25/mo | — |
| Enterprise option | ||
| Available plans | Manage (Free), Retail Research Plans, Professional / API & Data Licenses, Research Trial | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEurope | North America |
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | JSON | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Portfolio123 and SS&C Black Diamond Wealth Solutions?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
Is Portfolio123 or SS&C Black Diamond Wealth Solutions free to use?
Portfolio123 offers a free tier that lets you get started without paying, while SS&C Black Diamond Wealth Solutions requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.
Which is better for beginners—Portfolio123 or SS&C Black Diamond Wealth Solutions?
Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Portfolio123 or SS&C Black Diamond Wealth Solutions on my phone?
SS&C Black Diamond Wealth Solutions 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.
Do Portfolio123 and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Portfolio123 or SS&C Black Diamond Wealth Solutions?
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 SS&C Black Diamond Wealth Solutions if Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. better fits how you invest.
What asset classes do Portfolio123 and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. SS&C Black Diamond Wealth Solutions adds coverage for Mutual Funds, Bonds, Funds, and Other.
Do Portfolio123 and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can Portfolio123 or SS&C Black Diamond Wealth Solutions connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or SS&C Black Diamond Wealth Solutions?
Portfolio123 includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.
Can I track my portfolio with Portfolio123 or SS&C Black Diamond Wealth Solutions?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
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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.