★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Trefis
Start here
Portfolio123
Best for screeners and quant
Free • From $25/mo · Web · API · Desktop · 75% positive (4 votes)
- 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 screeners, quant, and stock ideas, things Trefis doesn't offer
Pick Trefis instead if
Trefis
Best for stock comparison and custom dashboards
Free • Paid plans available · Web
- You care about stock comparison and custom dashboards, 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.
The verdict
The bottom line
Portfolio123 and Trefis cover a lot of the same ground (4 shared categories, including data visualizations, valuation models, and financials), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Trefis's 6, including screeners, quant, and stock ideas. Trefis counters by being completely free.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 6 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds ETFs and closed-end funds
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
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 | No |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 6 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | — |
| Try it | Visit Portfolio123 | Visit Trefis |
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use 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.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Use Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Compare companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Review ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd 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 | Not specified |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | Excel |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Starting price
Plans & pricing
- duration days: 30
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Portfolio123 strengths
15Trefis strengths
2What you only get with Trefis.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio123 and Trefis?
Portfolio123 leans toward screeners, data visualizations, and quant, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Trefis cost?
Good news: both Portfolio123 and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or Trefis have an API?
Portfolio123 has an API for programmatic access and custom integrations. Trefis doesn't, so you're working through its interface.
Should I choose Portfolio123 or Trefis?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Trefis if you'd rather have stock comparison and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Trefis cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds.
Does Portfolio123 or Trefis have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Trefis 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 Trefis?
Yes, both export to spreadsheets (Portfolio123: CSV; Trefis: Excel), which is handy if you like running your own numbers.
Can Portfolio123 or Trefis connect to my broker?
Portfolio123 syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Trefis?
Portfolio123 has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Trefis?
Portfolio123 handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
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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.