Tool Comparison
Portfolio123 vs TipRanks
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, valuation models, and backtesting.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want top analysts, ETF screeners, and US government trades.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want quant, valuation models, and backtesting.
Pick TipRanks if
TipRanks
Free • Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want top analysts, ETF screeners, and US government trades.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and TipRanks cover a lot of the same ground (11 shared categories, including screeners, data visualizations, and stock ideas), so for the basics you won't go far wrong with either. TipRanks simply does more: 37 categories to Portfolio123's 19, including top analysts, ETF screeners, and US government trades, plus a mobile app. Portfolio123 counters by keeping things simpler.
What readers say
Portfolio123
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TipRanks
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- TipRanks37 vs 19 categories
- Mobile app
- TipRanks
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
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 TipRanks does best
- Research coverage for stocks and ETFs with analyst consensus, price targets, ratings history, dividends, earnings, ownership, financials, statistics, technical analysis, historical prices, charts, and news.
- TipRanks Smart Score to compare stocks through a 1-10 quantitative score built from analyst ratings, insider transactions, blogger opinions, investor sentiment, hedge-fund activity, news sentiment, technicals, and fundamentals.
- Analyst ratings, analyst rankings, expert performance, blogger opinions, hedge-fund signals, corporate insider activity, politician trades, and individual-investor sentiment.
- AI Stock Analysis reports for automated business-model, financial-statement, technical-indicator, sentiment, rating, and price-target context.
- Discovery tools for ideas with stock, ETF, penny-stock, technical-analysis, trending-stock, market-mover, AI Analyst Top Stocks, and best-performing analyst consensus workflows.
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 | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 17 limits: Free: mcp oauth tool calls per month: 10, Free: mcp api requests per minute: 10 +15 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 | MCP, Claude +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +3 more |
Categories covered | 19 | 37 |
Regions | North America, Europe | — |
| 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 | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 4 signals: Universe builder, Performance attribution +2 more |
| Try it | Visit Portfolio123 | Visit TipRanks |
Standout features
The best features of Portfolio123 and TipRanks.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 TipRanks does best
- Research coverage for stocks and ETFs with analyst consensus, price targets, ratings history, dividends, earnings, ownership, financials, statistics, technical analysis, historical prices, charts, and news.
- TipRanks Smart Score to compare stocks through a 1-10 quantitative score built from analyst ratings, insider transactions, blogger opinions, investor sentiment, hedge-fund activity, news sentiment, technicals, and fundamentals.
- Analyst ratings, analyst rankings, expert performance, blogger opinions, hedge-fund signals, corporate insider activity, politician trades, and individual-investor sentiment.
- AI Stock Analysis reports for automated business-model, financial-statement, technical-indicator, sentiment, rating, and price-target context.
- Discovery tools for ideas with stock, ETF, penny-stock, technical-analysis, trending-stock, market-mover, AI Analyst Top Stocks, and best-performing analyst consensus workflows.
All details
Every attribute we track for Portfolio123 and TipRanks.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsOptionsCryptosCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/Developers |
Regions | North AmericaEurope | Not specified |
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 | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKey and OAuth2Docs |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | MCPClaudeChatGPTCursorCodexGemini CLIMetaTrader |
Export formats | CSVJSON | CSV |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderPerformance attributionPortfolio attributionAI summaries: News and Transcripts |
Vendor & support | Portfolio123Support: Forum | TipRanksCountry: IsraelSupport: Email |
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)” | Freemcp oauth tool calls per month: 10 · mcp api requests per minute: 10 · +1 more |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | Subscription“Premium”mcp oauth tool calls per month: 100 · followed stocks: 30 · +3 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | Subscription“Ultimate”mcp oauth tool calls per month: 200 · portfolios: 6 · +1 more |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | Subscription“MCP Developer API Keys”smart requests per minute: 30 · smart requests per month: 1,000 · +4 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” | Contact sales“Enterprise / API Suite” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and TipRanks?
Portfolio123 leans toward screeners, data visualizations, and quant, while TipRanks puts more weight on stock ideas, top analysts, and screeners. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and TipRanks cost?
Good news: both Portfolio123 and TipRanks have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or TipRanks on my phone?
TipRanks 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 TipRanks 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 TipRanks?
It depends on what you're after. Pick Portfolio123 if quant and valuation models matter to you; go with TipRanks if you'd rather have top analysts and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and TipRanks cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. TipRanks adds options, cryptos, and commodities on top.
Does Portfolio123 or TipRanks have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. TipRanks 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 TipRanks?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or TipRanks connect to my broker?
Portfolio123 syncs with brokers automatically. With TipRanks, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or TipRanks?
Both Portfolio123 and TipRanks 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 TipRanks?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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