Tool Comparison
Portfolio123 vs World Bank Open Data (data.worldbank.org)
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and quant.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want official sources.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and quant.
Pick World Bank Open Data (data.worldbank.org) instead if
World Bank Open Data (data.worldbank.org)
Free · Web · API
- You want official sources.
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 World Bank Open Data (data.worldbank.org) cover a lot of the same ground (2 shared categories, macro data and APIs & data feeds), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to World Bank Open Data (data.worldbank.org)'s 3, including screeners, data visualizations, and quant. World Bank Open Data (data.worldbank.org) counters by being completely free.
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World Bank Open Data (data.worldbank.org)
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Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 3 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 World Bank Open Data (data.worldbank.org) does best
- Access nearly 16,000 time-series indicators across 45+ databases, with many country-level series spanning decades.
- The V2 Indicators API is available without an API key, authentication flow, credit card, or subscription.
- Query access for data in JSON or XML, including multi-indicator calls subject to URL and endpoint limits.
- DataBank to build tables, charts, and maps, then download data in Excel, CSV, TXT, and SDMX formats.
- Download support for individual indicator pages directly as CSV, Excel, or XML for quick research workflows.
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 |
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 | — |
| 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 | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | — |
Categories covered | 19 | 3 |
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 | — |
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 World Bank Open Data (data.worldbank.org) |
Standout features
The best features of Portfolio123 and World Bank Open Data (data.worldbank.org).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 World Bank Open Data (data.worldbank.org) does best
- Access nearly 16,000 time-series indicators across 45+ databases, with many country-level series spanning decades.
- The V2 Indicators API is available without an API key, authentication flow, credit card, or subscription.
- Query access for data in JSON or XML, including multi-indicator calls subject to URL and endpoint limits.
- DataBank to build tables, charts, and maps, then download data in Excel, CSV, TXT, and SDMX formats.
- Download support for individual indicator pages directly as CSV, Excel, or XML for quick research workflows.
All details
Every attribute we track for Portfolio123 and World Bank Open Data (data.worldbank.org).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | Other |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
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 | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: None |
Import methods | BrokerOAuthCSV | Not specified |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | CSVExcelJSONXML |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Not specified |
Vendor & support | Portfolio123Support: Forum | The World Bank Group |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 4/5 |
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)” | Free |
| Entry paid plan | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 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” | — |
Questions we keep getting
What's the difference between Portfolio123 and World Bank Open Data (data.worldbank.org)?
Portfolio123 leans toward screeners, data visualizations, and quant, while World Bank Open Data (data.worldbank.org) puts more weight on APIs & data feeds, macro data, and official sources. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and World Bank Open Data (data.worldbank.org) cost?
Good news: both Portfolio123 and World Bank Open Data (data.worldbank.org) have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and World Bank Open Data (data.worldbank.org) 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 World Bank Open Data (data.worldbank.org)?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with World Bank Open Data (data.worldbank.org) if you'd rather have official sources. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and World Bank Open Data (data.worldbank.org) cover?
Portfolio123 covers stocks, ETFs, and closed-end funds. World Bank Open Data (data.worldbank.org) covers other.
Does Portfolio123 or World Bank Open Data (data.worldbank.org) have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. World Bank Open Data (data.worldbank.org) 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 World Bank Open Data (data.worldbank.org)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or World Bank Open Data (data.worldbank.org) connect to my broker?
Portfolio123 syncs with brokers automatically. With World Bank Open Data (data.worldbank.org), you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or World Bank Open Data (data.worldbank.org)?
Portfolio123 has a stock screener for surfacing ideas; World Bank Open Data (data.worldbank.org) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or World Bank Open Data (data.worldbank.org)?
Portfolio123 handles portfolio tracking. World Bank Open Data (data.worldbank.org) is really a research tool; you'd track your portfolio elsewhere.
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