Portfolio123 vs Stockopedia comparison

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.

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.

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.

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.

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 ratios and over 65 prebuilt “GuruScreens.”, and StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications. better fits how you invest.

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.

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

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

Both Portfolio123 and Stockopedia 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.