★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Stock Spinoff Investing
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
Stock Spinoff Investing
Best for calendar and corporate actions & special situations
Free • From $58.08/mo
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The verdict
The bottom line
Portfolio123 and Stock Spinoff Investing cover a lot of the same ground (3 shared categories, stock ideas, blogs, and videos), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Stock Spinoff Investing's 6, including screeners, data visualizations, and quant. Stock Spinoff Investing counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $58.08/mo
- Broader coverage
- Portfolio12319 vs 6 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $25/mo instead of $58.08/mo
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things Stock Spinoff Investing doesn't offer
Choose
Stock Spinoff Investing if…
- You care about calendar, corporate actions & special situations, and newsletters, things Portfolio123 doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $58.08/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | Discord and Memberful |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 6 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | — |
| Try it | Visit Portfolio123 | Visit Stock Spinoff Investing |
Standout features
What Portfolio123 does best
- 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.
- 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.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
What Stock Spinoff Investing does best
- Spin-off Calendar: Upcoming table with parent/spinco, tickers, target timing, first-trade date, and resource links; plus a Completed table with first-day price, current price, and return since spin-off.
- Premium research: roughly 1 new idea per month with detailed write-ups, weekly email updates, and a live monthly video Q&A.
- Community: members-only Discord for discussion and Q&A with the author.
- Special situations occasionally covered, including odd-lot split-off and tender/reverse-split trades.
- Subscribers receive access to historical newsletters; the first newsletter was issued in July 2018.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | Countries: US and CAIdentifiers: Ticker | 6 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | DiscordMemberful |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Stock Spinoff Investing (operated by Rich Howe, CFA)Country: USFounded 2018Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Lower starting price
Plans & pricing
- duration days: 30
$58.08/mo
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Portfolio123 strengths
16Stock Spinoff Investing strengths
3What you only get with Stock Spinoff Investing.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio123 and Stock Spinoff Investing?
Portfolio123 leans toward screeners, data visualizations, and quant, while Stock Spinoff Investing puts more weight on stock ideas, calendar, and corporate actions & special situations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Stock Spinoff Investing cost?
Good news: both Portfolio123 and Stock Spinoff Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or Stock Spinoff Investing have an API?
Portfolio123 has an API for programmatic access and custom integrations. Stock Spinoff Investing doesn't, so you're working through its interface.
Should I choose Portfolio123 or Stock Spinoff Investing?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Stock Spinoff Investing if you'd rather have calendar and corporate actions & special situations. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Stock Spinoff Investing cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or Stock Spinoff Investing have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Stock Spinoff Investing runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and Stock Spinoff Investing?
Portfolio123 exports to CSV. Stock Spinoff Investing is stingier about getting data out.
Which has a better stock screener: Portfolio123 or Stock Spinoff Investing?
Portfolio123 has a stock screener for surfacing ideas; Stock Spinoff Investing doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Stock Spinoff Investing?
Portfolio123 handles portfolio tracking. Stock Spinoff Investing is really a research tool; you'd track your portfolio elsewhere.
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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.