VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Portfolio123 vs TIKR
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want quant, scores, and backtesting.
Pick TIKR if
TIKR
Free • From $24.95/mo · Web
- You want the cheaper way in: plans start at $24.95/mo instead of $25/mo
- You want stock comparison, institutional ownership, and news.
- You're a long-term investor who cares more about fundamentals than headlines
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 TIKR cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and stock ideas), so for the basics you won't go far wrong with either. Portfolio123 includes quant and scores, and TIKR includes stock comparison and institutional ownership.
What readers say
Portfolio123
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TIKR
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Key differences at a glance
- Cheaper paid plan
- TIKR$24.95/mo vs $25/mo
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
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
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $24.95/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 31 limits: Free: geographic coverage: US only, Free: financial history years: 5 +29 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 | Retail Traders, Pro Retail +7 more |
Categories covered | 19 | 18 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | — |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 4 partners: S&P Global Market Intelligence, Morningstar +2 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder |
| Try it | Visit Portfolio123 | Visit TIKR |
Where each one shines
What Portfolio123 and TIKR each do best.ShowHide
Where each one shines
What Portfolio123 and TIKR each do best.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 TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Review Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
Every detail we compared
Every tracked attribute for Portfolio123 and TIKR, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and TIKR, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | S&P Global Market IntelligenceMorningstarReutersFinancial Modeling Prep |
| 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 | Excel |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builder |
Vendor & support | Portfolio123Support: Forum | TIKRSupport: Email |
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
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freegeographic coverage: US only · financial history years: 5 · +3 more |
| Entry paid plan | $25/mo“Retail Research Plans” | $24.95/mo“Plus”geographic coverage: Global · financial history years: 10 · +7 more |
| Tier 2 | — | $54.95/mo“Pro”geographic coverage: Global · financial history years: 10 · +7 more |
| Top plan | — | $119.95/mo“Ultimate”geographic coverage: Global · financial history years: 30 · +6 more |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
Questions we keep getting
What's the difference between Portfolio123 and TIKR?
Portfolio123 leans toward screeners, data visualizations, and quant, while TIKR puts more weight on screeners, stock ideas, and data visualizations. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and TIKR cost?
Good news: both Portfolio123 and TIKR have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or TIKR have an API?
Portfolio123 has an API for programmatic access and custom integrations. TIKR doesn't, so you're working through its interface.
Should I choose Portfolio123 or TIKR?
It depends on what you're after. Pick Portfolio123 if quant and scores matter to you; go with TIKR if you'd rather have stock comparison and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and TIKR cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or TIKR have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. TIKR 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 TIKR?
Yes, both export to spreadsheets (Portfolio123: CSV; TIKR: Excel), which is handy if you like running your own numbers.
Can Portfolio123 or TIKR connect to my broker?
Portfolio123 syncs with brokers automatically. With TIKR, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or TIKR?
Both Portfolio123 and TIKR 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 TIKR?
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.