★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Track Your Dividends (TYD) checked August 4, 2026
Tool Comparison
Portfolio123 vs Track Your Dividends (TYD)
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 care about quant, backtesting, and correlation, things Track Your Dividends (TYD) doesn't offer
Pick Track Your Dividends (TYD) if
Track Your Dividends (TYD)
Free • From $99.99/yr · Web
- You want the cheaper way in: plans start at $8.33/mo instead of $25/mo
- You care about dividends, alerts, and courses & certs, things Portfolio123 doesn't offer
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 Track Your Dividends (TYD) 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 simply does more: 19 categories to Track Your Dividends (TYD)'s 12, including quant, backtesting, and correlation. Track Your Dividends (TYD) counters by starting cheaper at $8.33/mo.
What readers say
Portfolio123
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Track Your Dividends (TYD)
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Key differences at a glance
- Cheaper paid plan
- Track Your Dividends (TYD)$8.33/mo vs $25/mo
- Free trial
- Track Your Dividends (TYD)7 days
- Broader coverage
- Portfolio12319 vs 12 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- 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
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $99.99/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Plaid |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 12 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder and Broker sync |
| Try it | Visit Portfolio123 | Visit Track Your Dividends (TYD) |
Where each one shines
What Portfolio123 and Track Your Dividends (TYD) each do best.ShowHide
Where each one shines
What Portfolio123 and Track Your Dividends (TYD) each do best.What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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 Track Your Dividends (TYD) does best
- Tracking dividend portfolios through Plaid-linked broker or bank accounts, CSV upload, or manual entry.
- The free tier for one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections.
- Let Plaid-connected accounts update nightly when supported, reducing manual upkeep for dividend-focused investors.
- Monitoring dividend declarations on the free plan, with Premium adding ex-date, payment-date, and optional weekly recap alerts.
- Views for reviewing upcoming payout calendars and future dividend-growth projections to understand expected income timing.
Every detail we compared
Every tracked attribute for Portfolio123 and Track Your Dividends (TYD), side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Track Your Dividends (TYD), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: USIdentifiers: 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: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | CSVPlaidManual |
Integrations | Interactive BrokersTradier | Plaid |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderBroker sync |
Vendor & support | Portfolio123Support: Forum | Chronim Investments Inc.Country: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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)” | Free |
| Entry paid plan | $25/mo“Retail Research Plans” | $99.99/yr≈ $8.33/mo“Premium (Yearly)” |
| Top plan | — | $9.99/mo“Premium (Monthly)” |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Portfolio123 and Track Your Dividends (TYD)?
Portfolio123 leans toward screeners, data visualizations, and quant, while Track Your Dividends (TYD) puts more weight on portfolio, watchlist, and dividends. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Track Your Dividends (TYD) cost?
Good news: both Portfolio123 and Track Your Dividends (TYD) have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or Track Your Dividends (TYD) have an API?
Portfolio123 has an API for programmatic access and custom integrations. Track Your Dividends (TYD) doesn't, so you're working through its interface.
Should I choose Portfolio123 or Track Your Dividends (TYD)?
It depends on what you're after. Pick Portfolio123 if quant and backtesting matter to you; go with Track Your Dividends (TYD) if you'd rather have dividends and alerts. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Track Your Dividends (TYD) cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds.
Does Portfolio123 or Track Your Dividends (TYD) have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Track Your Dividends (TYD) 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.
Which covers international markets: Portfolio123 or Track Your Dividends (TYD)?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Track Your Dividends (TYD) is more region-specific, mainly North America.
Can I export data from Portfolio123 and Track Your Dividends (TYD)?
Portfolio123 exports to CSV. Track Your Dividends (TYD) is stingier about getting data out.
Can Portfolio123 or Track Your Dividends (TYD) connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Portfolio123 or Track Your Dividends (TYD)?
Both Portfolio123 and Track Your Dividends (TYD) 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 Track Your Dividends (TYD)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.