Tool Comparison
Portfolio123 vs Sure Dividend
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $25/mo instead of $49/mo
- Delayed quotes won't cut it; you need real-time data
- Paid from
- $49/mo
- Free plan
- No
- Platforms
- Web
Best if
- You want newsletters.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $25/mo instead of $49/mo
- Delayed quotes won't cut it; you need real-time data
Pick Sure Dividend instead if
Sure Dividend
From $49/mo · Web
- You want newsletters.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Portfolio123 and Sure Dividend cover a lot of the same ground (5 shared categories, including stock ideas, scores, and valuation models), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Sure Dividend's 6, including screeners, data visualizations, and quant. Sure Dividend counters by keeping things simpler.
What readers say
Portfolio123
No votes yet. Cast the first one.
Sure Dividend
No votes yet. Cast the first one.
Key differences at a glance
- Free plan
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $49/mo
- Free trial
- Sure Dividend7 days
- Broader coverage
- Portfolio12319 vs 6 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
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 Sure Dividend does best
- Sure Dividend Core, High Yield, and Growth publish monthly income-stock research.
- Access the Sure Analysis Research Database for 900+ income securities with quarterly 3-page reports.
- The daily-updated SARD ranking spreadsheet for expected returns, fair value estimates, and Dividend Risk Scores.
- Review historical reports and weekly Top-10 emails as part of the SARD workflow.
- Download support for free Excel spreadsheets for popular dividend lists such as Dividend Aristocrats and MLPs.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | From $49/mo |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | — |
| 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 | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: End of Day and Granularity: EOD |
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 Sure Dividend |
Standout features
The best features of Portfolio123 and Sure Dividend.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 Sure Dividend does best
- Sure Dividend Core, High Yield, and Growth publish monthly income-stock research.
- Access the Sure Analysis Research Database for 900+ income securities with quarterly 3-page reports.
- The daily-updated SARD ranking spreadsheet for expected returns, fair value estimates, and Dividend Risk Scores.
- Review historical reports and weekly Top-10 emails as part of the SARD workflow.
- Download support for free Excel spreadsheets for popular dividend lists such as Dividend Aristocrats and MLPs.
All details
Every attribute we track for Portfolio123 and Sure Dividend.ShowHide
All 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 | Not specified |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: 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: APIKeyDocs | Not specified |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | ExcelPDF |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Sure DividendFounded 2014Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | — |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $49/mo“Core / High Yield / Growth Newsletter” |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $999/yr≈ $83.25/mo“Sure Analysis Research Database - Annual” |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Portfolio123 and Sure Dividend?
Portfolio123 leans toward screeners, data visualizations, and quant, while Sure Dividend puts more weight on stock ideas, valuation models, and financials. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Portfolio123 or Sure Dividend free to use?
Portfolio123 has a free tier, so you can get started without paying anything. Sure Dividend is paid-only. If budget matters, start with Portfolio123 and see how far it takes you before opening your wallet.
Does Portfolio123 or Sure Dividend have an API?
Portfolio123 has an API for programmatic access and custom integrations. Sure Dividend doesn't, so you're working through its interface.
Should I choose Portfolio123 or Sure Dividend?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Sure Dividend if you'd rather have newsletters. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Sure Dividend cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or Sure Dividend have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Sure Dividend 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 Sure Dividend?
Yes, both export to spreadsheets (Portfolio123: CSV; Sure Dividend: Excel), which is handy if you like running your own numbers.
Can Portfolio123 or Sure Dividend connect to my broker?
Portfolio123 syncs with brokers automatically. With Sure Dividend, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Sure Dividend?
Portfolio123 has a stock screener for surfacing ideas; Sure Dividend doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Sure Dividend?
Portfolio123 handles portfolio tracking. Sure Dividend is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.