VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Portfolio123 vs Wayback Machine (Internet Archive) comparison

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

Quick takeaways

Portfolio123 adds Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, Broker Connectors, and Data Visualizations coverage that Wayback Machine (Internet Archive) skips.

Wayback Machine (Internet Archive) includes Citations & Source Pinning, and Other categories that Portfolio123 omits.

Portfolio123 highlights: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Wayback Machine (Internet Archive) is known for: On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within)., Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation., and Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2..

Wayback Machine (Internet Archive) offers mobile access, which Portfolio123 skips.

Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

Community votes (overall)

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Wayback Machine (Internet Archive) logo

Wayback Machine (Internet Archive)

web.archive.org

General‑purpose web archiving used widely in financial research to cite and compare historical webpages (IR pages, fund fact sheets, product sites). Save Page Now (SPN2) enables on‑demand snapshots with options like outlink capture and full‑page screenshots. Availability and CDX APIs expose snapshot discovery; Memento provides time‑based negotiation. Rate limits/quotas apply to SPN2; crawling and replay behavior may vary by target site robots/policies. Some large platforms (e.g., Reddit) restrict Wayback access to content.

Platforms

Web
API
Mobile

Pricing

Free

Quick highlights

  • On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within).
  • Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation.
  • Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2.
  • Mobile & extensions: official iOS/Android apps and browser extensions (Chrome, Firefox, Safari, Edge) for quick saving and lookup.
  • Quotas/limits (SPN2): per‑minute, per‑day, per‑URL, resource size and screenshot size limits; concurrency dampening by host; max outlinks/embeds returned.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include APIs & SDKs, and Data APIs.

Where they differ

Portfolio123

Distinct strengths include:

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.

Wayback Machine (Internet Archive)

Distinct strengths include:

  • On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within).
  • Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation.
  • Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2.
  • Mobile & extensions: official iOS/Android apps and browser extensions (Chrome, Firefox, Safari, Edge) for quick saving and lookup.

Feature-by-feature breakdown

AttributePortfolio123Wayback Machine (Internet Archive)
Categories

Which research workflows each platform targets

Shared: APIs & SDKs, Data APIs

Unique: Screeners, Quant, Backtesting, Portfolio, Correlation, Calendar, Broker Connectors, Data Visualizations

Shared: APIs & SDKs, Data APIs

Unique: Citations & Source Pinning, Other

Asset types

Supported asset classes and universes

Stocks, ETFs

Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Desktop, API

Web, API, Mobile

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
  • Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
  • Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
  • ‘Books’ feature to combine multiple strategies and view correlations between them.
  • Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
  • Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.

Unique

  • On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within).
  • Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation.
  • Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2.
  • Mobile & extensions: official iOS/Android apps and browser extensions (Chrome, Firefox, Safari, Edge) for quick saving and lookup.
  • Quotas/limits (SPN2): per‑minute, per‑day, per‑URL, resource size and screenshot size limits; concurrency dampening by host; max outlinks/embeds returned.
  • Timestamps and replay: captures are timestamped (UTC) and replayed with toolbar metadata; screenshot capture available as a separate archived asset.
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 Wayback Machine (Internet Archive) both support?

Both platforms cover APIs & SDKs, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portfolio123 and Wayback Machine (Internet Archive) require subscriptions?

Both Portfolio123 and Wayback Machine (Internet Archive) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Wayback Machine (Internet Archive) ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.

What unique strengths set the two platforms apart?

Portfolio123 differentiates itself with Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., whereas Wayback Machine (Internet Archive) stands out for On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within)., Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation., and Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2..

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.