Portfolio123 vs Trendlyne comparison

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Trendlyne specializes in Screeners, Analyst Forecasts, and Analyst Price Targets. They overlap in 7 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio123 and Trendlyne offer free plans. You can try each platform without commitment and only pay when you need premium features.

Trendlyne has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Trendlyne doesn't currently offer an API, so you'll need to use their web interface.

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 Trendlyne if Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., and Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). better fits how you invest.

Both cover Stocks. Portfolio123 also includes ETFs, and Closed-End Funds. Trendlyne adds coverage for Mutual Funds, Options, and Futures.

Portfolio123 offers real-time data feeds, which is essential for active traders. Trendlyne uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Trendlyne supports data exports to CSV, Excel, PDF, and Image. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Trendlyne requires manual portfolio entry or data import.

Both Portfolio123 and Trendlyne include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.