★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Winus
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
Winus
Best for AI chat
Free • From $29/mo
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
Winus
Best for AI chat
Free • From $29/mo
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The verdict
The bottom line
Portfolio123 and Winus cover a lot of the same ground (4 shared categories, including financials, AI research, and macro data), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Winus's 5, including screeners, data visualizations, and quant. Winus counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $29/mo
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Free plan
- Both
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $25/mo instead of $29/mo
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things Winus doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 10 limits: Free (early stage): daily credits: 400, Free (early stage): concurrent tasks: 1 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Institutional Investors, Analysts +2 more |
Categories covered | 19 | 5 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | — |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | — |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | — |
Security | — | 4 signals: Data residency: US, EU, and Other, Encryption at rest +2 more |
| Try it | Visit Portfolio123 | Visit Winus |
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 Winus does best
- Ask financial research questions through AI chat and Deep Research workflows designed for finance use cases.
- Use AI Check to review outputs and supporting sources before relying on an answer in an investment memo or research workflow.
- Run AI Agent tasks for repeatable finance work such as company research, market monitoring, reporting, and follow-up analysis.
- Create, share, and deploy reusable financial AI Skills when a team wants repeatable prompts and workflows rather than one-off chats.
- Research equities and fundamentals alongside public examples covering ROE trends, bonds, options concepts, macro data, and multi-asset market context.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksBondsETFsOptionsCommoditiesCurrenciesReal Estate |
Experience | BeginnerIntermediateAdvanced | BeginnerAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Institutional InvestorsAnalystsFinancial AdvisorsRetail Traders |
Regions | North AmericaEurope | Not specified |
Coverage details | Countries: US and CAIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
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 | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US, EU, and OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | FIINOO TECHNOLOGY SDN. BHD.Country: MalaysiaFounded 2022Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Lower starting price
Plans & pricing
- duration days: 30
$29/mo
Starting price
Plans & pricing
- daily credits: 400
- concurrent tasks: 1
- +1 more
- daily credits: 400
- monthly credits: 2,900
- +2 more
- daily credits: 400
- concurrent tasks: 10
- +1 more
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Portfolio123 strengths
15Winus strengths
1What you only get with Winus.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio123 and Winus?
Portfolio123 leans toward screeners, data visualizations, and quant, while Winus puts more weight on AI research, AI chat, and education. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Winus cost?
Good news: both Portfolio123 and Winus have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or Winus have an API?
Portfolio123 has an API for programmatic access and custom integrations. Winus doesn't, so you're working through its interface.
Should I choose Portfolio123 or Winus?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Winus if you'd rather have AI chat. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Winus cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Winus adds bonds, options, and commodities on top.
Does Portfolio123 or Winus have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Winus 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 Winus?
Portfolio123 exports to CSV. Winus is stingier about getting data out.
Which has a better stock screener: Portfolio123 or Winus?
Portfolio123 has a stock screener for surfacing ideas; Winus doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Winus?
Portfolio123 handles portfolio tracking. Winus is really a research tool; you'd track your portfolio elsewhere.
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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.