VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Portfolio123 vs TradeZella comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Portfolio123 adds Screeners, Quant, Stock Ideas, Watchlist, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Data APIs, APIs & SDKs, Broker Connectors, Blogs, and Videos coverage that TradeZella skips.

TradeZella includes Custom Dashboards, and Risk Metrics categories that Portfolio123 omits.

Portfolio123 has a free tier, while TradeZella requires a paid plan.

In depth comparison

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.

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TradeZella

tradezella.com

Web-based trade journaling, analytics, backtesting, and trade replay platform. Not a brokerage: trades are executed on your broker and imported into TradeZella for tracking/analysis. Imports support auto-sync, file upload, or manual entry, with many broker integrations across stocks/options/forex/futures/crypto. Plan gating: Basic is limited to 1 account, 1GB storage, 3 playbooks, and 5 mentor invites; Premium/Pro unlock unlimited accounts/playbooks/mentor invites and 5GB storage (annual plans include a 14-day money-back guarantee).

Platforms

Web

Pricing

Subscription

Quick highlights

Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades.

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Where they differ

Portfolio123

Distinct strengths include:

Screeners Quant Stock Ideas Watchlist Correlation Financials GDP Interest Rates

Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

TradeZella

Distinct strengths include:

Custom Dashboards Risk Metrics

Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.

Feature-by-feature breakdown

Attribute	Portfolio123	TradeZella
Categories Which research workflows each platform targets	Shared: Data Visualizations, Portfolio, Backtesting, Education Unique: Screeners, Quant, Stock Ideas, Watchlist, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, Data APIs, APIs & SDKs, Broker Connectors, Blogs, Videos	Shared: Data Visualizations, Portfolio, Backtesting, Education Unique: Custom Dashboards, Risk Metrics
Asset types Supported asset classes and universes	Stocks, ETFs, Closed-End Funds	Stocks, Options, Currencies, Futures, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API, Desktop	Web
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias. Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues. AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints. Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks. Broker connectivity enables sending orders from Portfolio123 to linked brokerage accounts (e.g., Interactive Brokers, Tradier), syncing holdings and fills automatically while keeping assets at your existing broker.	Unique Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing. Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase. Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size). Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions. Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades. Risk/performance metrics surfaced on dashboard widgets (e.g., profit factor, expectancy, max drawdown), with multiple views (e.g., percentage, R-multiple, ticks/pips for relevant markets).
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Portfolio123 and TradeZella both support?

Both platforms cover Data Visualizations, Portfolio, Backtesting, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Portfolio123 offers a free entry point, while TradeZella requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Portfolio123 and TradeZella?

Both Portfolio123 and TradeZella prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Portfolio123 differentiates itself with Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., whereas TradeZella stands out for Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., and Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)..

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