Portfolio123 vs Simply Wall St
A detailed comparison to help you choose the right tool in 2026.
Portfolio123
Quantitative stock screening and portfolio backtesting for systematic investors
Free plan available
Simply Wall St
Visual Stock Analysis — Make Informed Investment Decisions
Free plan available
Feature Comparison
| Feature | Portfolio123 | Simply Wall St |
|---|---|---|
| 460+ fundamental and technical screening factors | ✓ | ✗ |
| Multi-factor ranking systems | ✓ | ✗ |
| 20+ year portfolio backtesting | ✓ | ✗ |
| Model portfolios with auto-rebalancing | ✓ | ✗ |
| Factor-based stock scoring | ✓ | ✗ |
| Universe creation and management | ✓ | ✗ |
| Book simulation for live tracking | ✓ | ✗ |
| API for data export | ✓ | ✗ |
| Snowflake visual analysis across 5 dimensions | ✗ | ✓ |
| Coverage of 50,000+ stocks globally | ✗ | ✓ |
| Portfolio tracker with diversification analysis | ✗ | ✓ |
| Stock screener with fundamental filters | ✗ | ✓ |
| Intrinsic value calculations (DCF models) | ✗ | ✓ |
| Dividend tracking and yield analysis | ✗ | ✓ |
| Insider ownership and trading data | ✗ | ✓ |
| Analyst price target aggregation | ✗ | ✓ |
| Peer comparison within industries | ✗ | ✓ |
| News and events per company | ✗ | ✓ |
| Starting Price | Free | Free |
Portfolio123 Pros & Cons
Pros
- + Deepest quantitative screening available to retail investors
- + 20+ year backtesting period for robust validation
- + Model portfolios auto-rebalance on schedule
- + No programming required for quantitative strategies
- + Comprehensive factor library
Cons
- − Pro plan is expensive at $83/month
- − Steep learning curve for factor modeling
- − US stocks only
- − Interface is functional but dated
- − No charting or technical analysis tools
Simply Wall St Pros & Cons
Pros
- + Snowflake visualization makes analysis intuitive
- + Global coverage — not just US stocks
- + Great for long-term fundamental investors
- + Affordable pricing compared to Bloomberg alternatives
- + Portfolio analysis shows hidden risks
- + Clean, modern design
Cons
- − Not useful for technical or short-term traders
- − DCF models use generic assumptions
- − Free tier is very limited (5 reports/month)
- − No real-time price data
- − No options or futures coverage
- − Analysis depth is lower than professional terminals
Choose Portfolio123 if...
- → Systematic investors who want quantitative factor-based portfolio construction
- → You value: deepest quantitative screening available to retail investors
- → You value: 20+ year backtesting period for robust validation
- → You value: model portfolios auto-rebalance on schedule
Choose Simply Wall St if...
- → Long-term investors who want visual, fundamental stock analysis
- → You value: snowflake visualization makes analysis intuitive
- → You value: global coverage — not just us stocks
- → You value: great for long-term fundamental investors
Frequently Asked Questions
What is the main difference between Portfolio123 and Simply Wall St?
Portfolio123 is best known for: Quantitative stock screening and portfolio backtesting for systematic investors. Simply Wall St focuses on: Visual Stock Analysis — Make Informed Investment Decisions.
Which is cheaper, Portfolio123 or Simply Wall St?
Portfolio123 offers a free tier. Simply Wall St also offers a free tier.
Can I use Portfolio123 and Simply Wall St together?
Yes, many traders use both tools as they serve complementary purposes. Portfolio123 excels at 460+ fundamental and technical screening factors, while Simply Wall St is strong in snowflake visual analysis across 5 dimensions.