Tool Comparison
Portfolio123 vs StockAlert Pro
- Paid from
- $35/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, scores, and valuation models.
- Paid from
- $19.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want a lower paid starting price: $19.99/mo, billed monthly instead of $35/mo, billed monthly
- You want alerts, calendar, and dividends.
Pick Portfolio123 if
Portfolio123
Free • From $35/mo, billed monthly · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want quant, scores, and valuation models.
Pick StockAlert Pro if
StockAlert Pro
Free • From $19.99/mo, billed monthly · Web · API
- You want a lower paid starting price: $19.99/mo, billed monthly instead of $35/mo, billed monthly
- You want alerts, calendar, and dividends.
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 StockAlert Pro cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and stock ideas), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to StockAlert Pro's 11, including quant, scores, and valuation models. StockAlert Pro counters by offering a lower paid starting price at $19.99/mo, billed monthly.
What readers say
Portfolio123
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StockAlert Pro
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Key differences at a glance
- Cheaper paid plan
- StockAlert Pro$19.99/mo, billed monthly vs $35/mo, billed monthly
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds closed-end funds
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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 StockAlert Pro does best
- Create alerts for price, technical, volume, fundamental, dividend, earnings, insider-activity, and scheduled conditions.
- Monitor supported stocks and ETFs during regular, pre-market, and after-hours sessions.
- Use AI equity reports and suggested alerts as research prompts before choosing conditions to activate.
- Run daily watchlist analysis that proposes up to three alert ideas for each tracked symbol.
- Browse a stock and ETF database, an undervalued P/E screen, a dividend calendar, and watchlists.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Portfolio123 logo logo placeholder Portfolio123 | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $35/mo, billed monthly | Free • From $19.99/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 10 limits: Basic: active alerts: 5, Basic: watchlist stocks: 2 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | Slack and n8n |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 11 |
Regions | North America, Europe | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | — |
Security | — | Data residency: EU |
| Try it | Visit Portfolio123 | Visit StockAlert Pro |
Standout features
The best features of Portfolio123 and StockAlert Pro.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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 StockAlert Pro does best
- Create alerts for price, technical, volume, fundamental, dividend, earnings, insider-activity, and scheduled conditions.
- Monitor supported stocks and ETFs during regular, pre-market, and after-hours sessions.
- Use AI equity reports and suggested alerts as research prompts before choosing conditions to activate.
- Run daily watchlist analysis that proposes up to three alert ideas for each tracked symbol.
- Browse a stock and ETF database, an undervalued P/E screen, a dividend calendar, and watchlists.
All details
Every attribute we track for Portfolio123 and StockAlert Pro.ShowHide
All details
| Attribute | Portfolio123 logo logo placeholder Portfolio123 | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEurope |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: US, DE, and GB4 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKeySDKs: TS and PythonWebhooks |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | Slackn8n |
Export formats | CSVJSON | JSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EU |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Adanos Software GmbHCountry: GermanySupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Portfolio123 logo logo placeholder Portfolio123 | |
|---|---|---|
| Free plan | Free“Manage (Free)” | Free“Basic”active alerts: 5 · watchlist stocks: 2 · +2 more |
| Entry paid plan | $300/yrBilled annually≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $19.99/moBilled monthly“Premium (Monthly)”watchlist stocks: 100 · sms per month: 50 · +1 more |
| Tier 2 | $35/moBilled monthly“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | Subscription“Premium (Annual)”watchlist stocks: 100 · sms per month: 50 · +1 more |
| Tier 3 | $1000/yrBilled annually≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 4 | $116/moBilled monthly“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 5 | $1500/yrBilled annually≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/moBilled monthly“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yrBilled annually≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/moBilled monthly“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Questions we keep getting
What's the difference between Portfolio123 and StockAlert Pro?
Portfolio123 leans toward screeners, data visualizations, and quant, while StockAlert Pro puts more weight on alerts, calendar, and dividends. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and StockAlert Pro cost?
Good news: both Portfolio123 and StockAlert Pro have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and StockAlert Pro have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or StockAlert Pro?
It depends on what you're after. Pick Portfolio123 if quant and scores matter to you; go with StockAlert Pro if you'd rather have alerts and calendar. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and StockAlert Pro cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds.
Does Portfolio123 or StockAlert Pro have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. StockAlert Pro 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 StockAlert Pro?
Portfolio123 exports to CSV. StockAlert Pro is stingier about getting data out.
Can Portfolio123 or StockAlert Pro connect to my broker?
Portfolio123 syncs with brokers automatically. With StockAlert Pro, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or StockAlert Pro?
Both Portfolio123 and StockAlert Pro 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 StockAlert Pro?
Portfolio123 handles portfolio tracking. StockAlert Pro is really a research tool; you'd track your portfolio elsewhere.
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