Portfolio123 vs Stock Analysis comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Stock Analysis specializes in Stock Ideas, Screeners, and ETF Screeners. They overlap in 8 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio123 and Stock Analysis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Stock Analysis 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.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Stock Analysis doesn't currently offer an API, so you'll need to use their web interface.

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 Stock Analysis if Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, and Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world. better fits how you invest.

Both cover Stocks, ETFs, and Closed-End Funds. Stock Analysis adds coverage for Mutual Funds, Real Estate, and Funds.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Stock Analysis supports data exports to CSV, and Excel. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Stock Analysis requires manual portfolio entry or data import.

Both Portfolio123 and Stock Analysis include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.