VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Portfolio123 checked September 24, 2026 · Tickeron checked August 23, 2026
Tool Comparison
Portfolio123 vs Tickeron
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want data visualizations, quant, and scores.
Pick Tickeron if
Tickeron
Free • From $20/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $20/mo instead of $25/mo
- You do a lot of your research from your phone
- You want stock comparison, auto-trading & bots, and copy/social trading.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio123 and Tickeron cover a lot of the same ground (8 shared categories, including screeners, stock ideas, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Tickeron's 15, including data visualizations, quant, and scores. Tickeron counters by starting cheaper at $20/mo.
What readers say
Portfolio123
No votes yet. Cast the first one.
Tickeron
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Key differences at a glance
- Cheaper paid plan
- Tickeron$20/mo vs $25/mo
- Free trial
- Tickeron14 days
- Broader coverage
- Portfolio12319 vs 15 categories
- Mobile app
- Tickeron
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | 14 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 | Yes |
API access | Yes | Yes |
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 | Retail Traders, Pro Retail +2 more |
Categories covered | 19 | 15 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: Real-time and End of Day and Granularity: Minute and EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder |
| Try it | Visit Portfolio123 | Visit Tickeron |
Where each one shines
What Portfolio123 and Tickeron each do best.ShowHide
Where each one shines
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 Tickeron does best
- AI Robots publish open and closed simulated trades, potential-profit targets, stop-loss levels, and alerts.
- The AI Screener covers stocks, ETFs, mutual funds, cryptocurrencies, and currency pairs.
- Real Time Patterns scans intraday charts from five-minute through daily intervals and reports breakout prices, target prices, and historical pattern statistics.
- The Trend Prediction Engine produces one-week or one-month directional opinions from end-of-day data.
- The Pattern Search Engine scans end-of-day charts for formations and reports breakout and target prices.
Every detail we compared
Every tracked attribute for Portfolio123 and Tickeron, side by side.ShowHide
Every detail we compared
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual FundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
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 | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builder |
Vendor & support | Portfolio123Support: Forum | Tickeron Inc.Country: United StatesSupport: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free“Member” |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $20/mo“Real Time Patterns (Standalone)” |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $30/mo“Trend Prediction Engine (Standalone)” |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $30/mo“Pattern Search Engine (Standalone)” |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | $80/mo“Beginner” |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | $90/mo“Swing Trader” |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | $250/mo“Day Trader” |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | Subscription“Expert” |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | Subscription“Daily Trade Signal Feed” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Portfolio123 and Tickeron?
Portfolio123 leans toward screeners, data visualizations, and quant, while Tickeron puts more weight on screeners, stock ideas, and stock comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Tickeron cost?
Good news: both Portfolio123 and Tickeron have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Tickeron on my phone?
Tickeron lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do Portfolio123 and Tickeron 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 Tickeron?
It depends on what you're after. Pick Portfolio123 if data visualizations and quant matter to you; go with Tickeron if you'd rather have stock comparison and auto-trading & bots. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Tickeron cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Tickeron adds mutual funds, cryptos, and currencies on top.
Do Portfolio123 and Tickeron offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portfolio123 and Tickeron?
Portfolio123 exports to CSV. Tickeron is stingier about getting data out.
Can Portfolio123 or Tickeron connect to my broker?
Portfolio123 syncs with brokers automatically. With Tickeron, you're entering holdings by hand or importing files.
Is Portfolio123 or Tickeron better for day trading?
Tickeron is the one positioned more for active traders. Portfolio123 is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Portfolio123 or Tickeron?
Both Portfolio123 and Tickeron 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 Tickeron?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.