★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stock Analysis checked August 4, 2026
Tool Comparison
Portfolio123 vs Stock Analysis
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want an API so you can script or automate things
- You care about quant, scores, and backtesting, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $25/mo
- You do a lot of your research from your phone
- You care about ETF screeners, top analysts, and stock comparison, things Portfolio123 doesn't offer
Use code JERA
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 Stock Analysis cover a lot of the same ground (10 shared categories, including screeners, data visualizations, and stock ideas), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to Portfolio123's 19, including ETF screeners, top analysts, and stock comparison, plus a mobile app. Portfolio123 counters by keeping things simpler.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Stock Analysis
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $25/mo
- Broader coverage
- Stock Analysis27 vs 19 categories
- Mobile app
- Stock Analysis
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Asset coverage
- Stock AnalysisAdds mutual funds and funds
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 $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 13 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +11 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 | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +8 more |
Categories covered | 19 | 27 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | — | Encryption in transit |
| Try it | Visit Portfolio123 | Visit Stock Analysis |
Where each one shines
What Portfolio123 and Stock Analysis each do best.ShowHide
Where each one shines
What Portfolio123 and Stock Analysis 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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for Portfolio123 and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Stock Analysis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | ManualCSVBrokerOAuth |
Integrations | Interactive BrokersTradier | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | CSVJSON | CSVExcel |
| Plans & trust | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Portfolio123Support: Forum | Vefir ehf.Country: IcelandFounded 2019Support: 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)” | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $25/mo“Retail Research Plans” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | — | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +2 more |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Questions we keep getting
What's the difference between Portfolio123 and Stock Analysis?
Portfolio123 leans toward screeners, data visualizations, and quant, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Stock Analysis cost?
Good news: both Portfolio123 and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Stock Analysis on my phone?
Stock Analysis 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 Stock Analysis have an API?
Portfolio123 has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose Portfolio123 or Stock Analysis?
It depends on what you're after. Pick Portfolio123 if quant and scores matter to you; go with Stock Analysis if you'd rather have ETF screeners and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Stock Analysis cover?
Both cover stocks, ETFs, and closed-end funds. Stock Analysis adds mutual funds, funds, and other on top.
Do Portfolio123 and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portfolio123 and Stock Analysis?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or Stock Analysis 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 Stock Analysis?
Both Portfolio123 and Stock Analysis 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 Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.