Portfolio123 vs TC2000
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
Feature Comparison
| Feature | Portfolio123 | TC2000 |
|---|---|---|
| 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 | ✓ | ✗ |
| Lightning-fast real-time charting | ✗ | ✓ |
| EasyScan stock and options screener | ✗ | ✓ |
| Personal Criteria Formulas (PCF) for custom scans | ✗ | ✓ |
| Options chain with Greeks display | ✗ | ✓ |
| One-click trading via TC2000 Brokerage | ✗ | ✓ |
| Layout sharing and watchlist syncing | ✗ | ✓ |
| Condition-based historical testing | ✗ | ✓ |
| Over 70 built-in indicators | ✗ | ✓ |
| Starting Price | Free | $24.99/month |
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
TC2000 Pros & Cons
Pros
- + Fastest real-time charting engine on the market
- + EasyScan is one of the most powerful screeners available
- + Integrated brokerage for seamless trading
- + Mobile apps sync seamlessly with desktop
- + 35+ years of development and reliability
Cons
- − US stocks and options only — no forex, crypto, or futures
- − Desktop app required for best performance
- − Interface looks dated compared to newer platforms
- − PCF formula language has a learning curve
- − Brokerage only available to US residents
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 TC2000 if...
- → Active US stock and options traders who prioritize speed
- → You value: fastest real-time charting engine on the market
- → You value: easyscan is one of the most powerful screeners available
- → You value: integrated brokerage for seamless trading
Frequently Asked Questions
What is the main difference between Portfolio123 and TC2000?
Portfolio123 is best known for: Quantitative stock screening and portfolio backtesting for systematic investors. TC2000 focuses on: Fast charting and stock screening platform by Worden Brothers.
Which is cheaper, Portfolio123 or TC2000?
Portfolio123 offers a free tier. TC2000 starts at $24.99/month.
Can I use Portfolio123 and TC2000 together?
Yes, many traders use both tools as they serve complementary purposes. Portfolio123 excels at 460+ fundamental and technical screening factors, while TC2000 is strong in lightning-fast real-time charting.