VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
Portfolio123 vs Stockopedia
Portfolio123 vs Stockopedia: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Portfolio123
Pickportfolio123.com
Best for quant, and backtesting
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Stockopedia
Pickstockopedia.com
Best for scores, and checklist
- Pricing
- From $395/yr
- Platforms
- Web, Mobile
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Portfolio123 if…
- You want to start free before paying
- You build with APIs or automate workflows
- You need real-time data, not delayed quotes
- 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.
Choose
Stockopedia if…
- You need a mobile app for on-the-go research
- You need equity screener with more than 350 screening criteria and 65+ prebuilt strategies/guruscreens.
- You need stockranks™ system rates every stock on quality, value, and momentum, with additional risk ratings and style classifications.
- You need portfolios (“folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Portfolio123 | Stockopedia |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | EuropeNorth AmericaAPAC |
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd of Day |
API access | REST | Not specified |
Export formats | JSON | CSVExcel |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Portfolio123
$9
Starting price
Plans & pricing
Tool
Stockopedia
$32.92/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by Stockopedia only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Portfolio123 and Stockopedia?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Stockopedia specializes in Screeners, Stock Ideas, and Financials. They overlap in 8 categories, so choose based on your preferred workflow and pricing.
Is Portfolio123 or Stockopedia free to use?
Portfolio123 offers a free tier that lets you get started without paying, while Stockopedia requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.
Can I use Portfolio123 or Stockopedia on my phone?
Stockopedia 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.
Does Portfolio123 or Stockopedia have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. Stockopedia doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Portfolio123 or Stockopedia?
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 Stockopedia if Equity screener with more than 350 screening criteria and 65+ prebuilt strategies/GuruScreens., and StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications. better fits how you invest.
Does Portfolio123 or Stockopedia have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Stockopedia uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Portfolio123 and Stockopedia?
Stockopedia supports data exports to CSV, and Excel. Portfolio123 has more limited export options.
Can Portfolio123 or Stockopedia connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Stockopedia requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or Stockopedia?
Both Portfolio123 and Stockopedia include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Portfolio123 or Stockopedia?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.