VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked September 24, 2026
Tool Comparison
Portfolio123 vs Winus
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
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 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.
What readers say
Portfolio123
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Winus
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Key differences at a glance
- Cheaper paid plan
- Portfolio123$25/mo vs $29/mo
- Broader coverage
- Portfolio12319 vs 5 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $300/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 10 limits: Free: daily credits: 400, Free: 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 |
Where each one shines
What Portfolio123 and Winus each do best.ShowHide
Where each one shines
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 Winus does best
- Ask finance questions through Financial Chat or run a longer Deep Research workflow with an outline, citations, calculations, and review steps.
- Use AI Factcheck to extract claims, compare them with traceable sources, show calculations, and mark results as true, false, or unverifiable.
- Run repeatable agent tasks for company research, market monitoring, reporting, and follow-up analysis.
- Create, share, and deploy reusable financial Skills for repeatable team workflows.
- Research companies, funds, fixed income, currencies, commodities, macroeconomic data, industries, supply chains, corporate entities, news, and alternative data.
Every detail we compared
Every tracked attribute for Portfolio123 and Winus, side by side.ShowHide
Every detail we compared
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksBondsETFsMutual FundsOptionsCommoditiesCurrenciesReal 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: APIKeyDocs | 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freedaily credits: 400 · concurrent tasks: 1 · +1 more |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $29/mo“Plus”daily credits: 400 · monthly credits: 2,900 · +2 more |
| Tier 2 | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | — |
| Tier 3 | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 4 | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | — |
| Tier 5 | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 6 | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | — |
| Tier 7 | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | Contact sales“Pro”daily credits: 400 · concurrent tasks: 10 · +1 more |
Questions we keep getting
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, mutual funds, and options 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.