Tool Comparison
Portfolio123 vs Visualping
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want screeners, data visualizations, and quant.
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web, API, Other
Best if
- You want the cheaper way in: plans start at $10/mo instead of $25/mo
- You want alerts, webhooks, and regulatory filings monitoring.
Pick Portfolio123 if
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want screeners, data visualizations, and quant.
Pick Visualping if
Visualping
Free • From $120/yr · Web · API · Other
- You want the cheaper way in: plans start at $10/mo instead of $25/mo
- You want alerts, webhooks, and regulatory filings monitoring.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and Visualping cover a lot of the same ground (3 shared categories, APIs & data feeds, education, and blogs), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Visualping's 7, including screeners, data visualizations, and quant. Visualping counters by starting cheaper at $10/mo.
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Visualping
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Key differences at a glance
- Cheaper paid plan
- Visualping$10/mo vs $25/mo
- Free trial
- Visualping14 days
- Broader coverage
- Portfolio12319 vs 7 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Free plan
- Both
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Visualping does best
- Monitor whole pages or selected page areas for visual, text, or HTML changes, with highlighted before-and-after alerts.
- AI summaries and important-change flags to triage updates before deciding whether a page change needs analyst review.
- Set the frequency, change threshold, screen type, wait time, selector, proxy, and browser actions for each monitor.
- Send alerts through email and SMS, with business integrations such as Slack, Microsoft Teams, Google Chat, Discord, Google Sheets, Zapier, n8n, and webhooks.
- Team workspaces, change history, scheduled reports, bulk upload, and bulk actions on business plans when many monitored pages need shared oversight.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • From $120/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 60 limits: Free: monitored pages: 5, Free: checks per month: 150 +58 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | Slack, Microsoft Teams +11 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 7 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: Real-time and Granularity: Minute |
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 Visualping |
Standout features
The best features of Portfolio123 and Visualping.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Visualping does best
- Monitor whole pages or selected page areas for visual, text, or HTML changes, with highlighted before-and-after alerts.
- AI summaries and important-change flags to triage updates before deciding whether a page change needs analyst review.
- Set the frequency, change threshold, screen type, wait time, selector, proxy, and browser actions for each monitor.
- Send alerts through email and SMS, with business integrations such as Slack, Microsoft Teams, Google Chat, Discord, Google Sheets, Zapier, n8n, and webhooks.
- Team workspaces, change history, scheduled reports, bulk upload, and bulk actions on business plans when many monitored pages need shared oversight.
All details
Every attribute we track for Portfolio123 and Visualping.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Other |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time |
Data granularity | EOD | Minute |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKeyWebhooksDocs |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | SlackMicrosoft TeamsGoogle ChatDiscordGoogle SheetsZapiern8nWide Narrow+5 more |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | Webmonitoring Technologies Inc.Country: CanadaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freemonitored pages: 5 · checks per month: 150 · +2 more |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $120/yr≈ $10/mo“Personal 1K (annual)”monitored pages: 10 · checks per month: 1,000 · +2 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $14/mo“Personal 1K (monthly)”monitored pages: 10 · checks per month: 1,000 · +2 more |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $300/yr≈ $25/mo“Personal 5K (annual)”monitored pages: 20 · checks per month: 5,000 · +2 more |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | $35/mo“Personal 5K (monthly)”monitored pages: 20 · checks per month: 5,000 · +2 more |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | $600/yr≈ $50/mo“Personal 10K (annual)”monitored pages: 40 · checks per month: 10,000 · +2 more |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | $70/mo“Personal 10K (monthly)”monitored pages: 40 · checks per month: 10,000 · +2 more |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | $1200/yr≈ $100/mo“Business 20K (annual)”monitored pages: 200 · checks per month: 20,000 · +2 more |
| Tier 8 | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | $140/mo“Business 20K (monthly)”monitored pages: 200 · checks per month: 20,000 · +2 more |
| Tier 9 | — | $1800/yr≈ $150/mo“Business 30K (annual)”monitored pages: 300 · checks per month: 30,000 · +2 more |
| Tier 10 | — | $2400/yr≈ $200/mo“Business 40K (annual)”monitored pages: 400 · checks per month: 40,000 · +2 more |
| Tier 11 | — | $210/mo“Business 30K (monthly)”monitored pages: 300 · checks per month: 30,000 · +2 more |
| Tier 12 | — | $3000/yr≈ $250/mo“Business 50K (annual)”monitored pages: 500 · checks per month: 50,000 · +2 more |
| Tier 13 | — | $280/mo“Business 40K (monthly)”monitored pages: 400 · checks per month: 40,000 · +2 more |
| Top plan | — | $350/mo“Business 50K (monthly)”monitored pages: 500 · checks per month: 50,000 · +2 more |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Solutions (custom quote)” |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and Visualping?
Portfolio123 leans toward screeners, data visualizations, and quant, while Visualping puts more weight on alerts, APIs & data feeds, and webhooks. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Visualping cost?
Good news: both Portfolio123 and Visualping have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and Visualping have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or Visualping?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Visualping if you'd rather have alerts and webhooks. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Visualping cover?
Portfolio123 covers stocks, ETFs, and closed-end funds. Visualping covers other.
Do Portfolio123 and Visualping offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portfolio123 and Visualping?
Portfolio123 exports to CSV. Visualping is stingier about getting data out.
Can Portfolio123 or Visualping connect to my broker?
Portfolio123 syncs with brokers automatically. With Visualping, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Visualping?
Portfolio123 has a stock screener for surfacing ideas; Visualping doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Visualping?
Portfolio123 handles portfolio tracking. Visualping is really a research tool; you'd track your portfolio elsewhere.
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