VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
Portfolio123 vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
At a glance
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Tool
Trefis
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | Trefis |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd of Day |
API access | REST | Not specified |
Export formats | JSON | ExcelPDFImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by Trefis only.
Frequently Asked Questions
What's the difference between Portfolio123 and Trefis?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio123 and Trefis cost?
Good news—both Portfolio123 and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.
Does Portfolio123 or Trefis have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. Trefis doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Portfolio123 or Trefis?
Choose Portfolio123 if you need 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., and 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.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.
What asset classes do Portfolio123 and Trefis cover?
Both cover Stocks. Portfolio123 also includes ETFs, and Closed-End Funds.
Does Portfolio123 or Trefis have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Portfolio123 and Trefis?
Trefis supports data exports to Excel, PDF, and Image. Portfolio123 has more limited export options.
Can Portfolio123 or Trefis connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Trefis requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or Trefis?
Portfolio123 includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.
Can I track my portfolio with Portfolio123 or Trefis?
Portfolio123 offers portfolio tracking features. Trefis is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.