★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Ziggma
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- You want an API so you can script or automate things
- You care about data visualizations, quant, and scores, things Ziggma doesn't offer
Pick Ziggma if
Ziggma
Free • From $6.99/mo · Web
- You want the cheaper way in: plans start at $6.99/mo instead of $25/mo
- You care about ETF screeners, ESG ratings, and dividends, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio123 and Ziggma cover a lot of the same ground (6 shared categories, including screeners, stock ideas, and portfolio), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Ziggma's 10, including data visualizations, quant, and scores. Ziggma counters by starting cheaper at $6.99/mo.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Ziggma
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Ziggma$6.99/mo vs $25/mo
- Free trial
- Ziggma7 days
- Broader coverage
- Portfolio12319 vs 10 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Global coverage
- Portfolio123
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
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $6.99/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 13 limits: Free: virtual portfolios: 3, Starter (Monthly): brokerage links: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Plaid and SnapTrade |
| 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 | 10 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 4 partners: Intrinio, Plaid +2 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder and Broker sync |
Security | — | 3 signals: Data residency: US, Encryption at rest +1 more |
| Try it | Visit Portfolio123 | Visit Ziggma |
Where each one shines
What Portfolio123 and Ziggma each do best.ShowHide
Where each one shines
What Portfolio123 and Ziggma each do best.What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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 Ziggma does best
- Tracking portfolios across linked brokerage and retirement accounts, CSV uploads, and manual or virtual portfolios, with consolidated performance, allocation, and risk views.
- Account linking through third-party aggregation providers where supported; Ziggma states it does not access or store broker login credentials and uses OAuth where available.
- Screening for stocks and ETFs with slider-based filters, real-time-updating results, saved screen presets, and watchlist actions.
- Ziggma Stock Score for a 0-100 fundamentals-based rating built around growth, profitability, valuation, financial strength, and related quality dimensions.
- Monitoring dividend income, portfolio yield, and dividend opportunities across accounts and holdings.
Every detail we compared
Every tracked attribute for Portfolio123 and Ziggma, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Ziggma, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsValue InvestorsGrowth Investors |
Regions | North AmericaEurope | North America |
Coverage details | Countries: US and CAIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | Vendor |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | IntrinioPlaidSnapTradeAWS |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | BrokerOAuthPlaidCSVManual |
Integrations | Interactive BrokersTradier | PlaidSnapTrade |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: USEncryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderBroker sync |
Vendor & support | Portfolio123Support: Forum | Ziggma Analytics Inc.Country: USFounded 2019Support: 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
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Freevirtual portfolios: 3 |
| Entry paid plan | $25/mo“Retail Research Plans” | $6.99/mo“Starter (Annual billing)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 2 | — | $9.99/mo“Starter (Monthly)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 3 | — | $10.49/mo“Investor (Annual billing)”brokerage links: 5 · virtual portfolios: 10 |
| Tier 4 | — | $13.99/mo“Expert (Annual billing)”brokerage links: Unlimited · virtual portfolios: Unlimited |
| Tier 5 | — | $14.99/mo“Investor (Monthly)”brokerage links: 5 · virtual portfolios: 10 |
| Top plan | — | $19.99/mo“Expert (Monthly)”brokerage links: Unlimited · virtual portfolios: Unlimited |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Portfolio123 and Ziggma?
Portfolio123 leans toward screeners, data visualizations, and quant, while Ziggma puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Ziggma cost?
Good news: both Portfolio123 and Ziggma have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portfolio123 or Ziggma have an API?
Portfolio123 has an API for programmatic access and custom integrations. Ziggma doesn't, so you're working through its interface.
Should I choose Portfolio123 or Ziggma?
It depends on what you're after. Pick Portfolio123 if data visualizations and quant matter to you; go with Ziggma if you'd rather have ETF screeners and ESG ratings. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Ziggma cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Ziggma adds mutual funds on top.
Do Portfolio123 and Ziggma offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Portfolio123 or Ziggma?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Ziggma is more region-specific, mainly North America.
Can I export data from Portfolio123 and Ziggma?
Portfolio123 exports to CSV. Ziggma is stingier about getting data out.
Can Portfolio123 or Ziggma connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Portfolio123 or Ziggma?
Both Portfolio123 and Ziggma include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or Ziggma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.