Portfolio123 vs Stock Rover comparison

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

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

Stock Rover 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 Rover 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 Rover if Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., and Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus). better fits how you invest.

Both cover Stocks, and ETFs. Portfolio123 also includes Closed-End Funds. Stock Rover adds coverage for Mutual Funds, and Funds.

Portfolio123 offers real-time data feeds, which is essential for active traders. Stock Rover uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Stock Rover supports data exports to CSV, and PDF. Portfolio123 has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Both Portfolio123 and Stock Rover 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.