Portfolio123 Pricing & Plans
Free plan available. Paid plans start at $25/month.
Quick Summary
- Pricing Model
- freemium
- Free Tier
- Yes
- Plans
- 3 plans available
All Plans
Free
Free
- ✓ Broker integration (Tradier/IB)
- ✓ Fundamental charting
- ✓ Earnings calendar
- ✓ Consolidated brokerage view
Screener
$25 /month
- ✓ Full financial database
- ✓ 460+ screening metrics
- ✓ 5 years backtest data
- ✓ Pre-built screeners
- ✓ Stock & ETF screening
Most Popular
Pro
$83 /month
- ✓ All Screener features
- ✓ 20 years backtest data
- ✓ Multi-factor ranking systems
- ✓ Rolling screens
- ✓ Position sizing
- ✓ Strategy API
- ✓ AI factor development
Plan Details
Free
Free- ✓ Broker integration (Tradier/IB)
- ✓ Fundamental charting
- ✓ Earnings calendar
- ✓ Consolidated brokerage view
Screener
$25/month- ✓ Full financial database
- ✓ 460+ screening metrics
- ✓ 5 years backtest data
- ✓ Pre-built screeners
- ✓ Stock & ETF screening
Pro
$83/month- ✓ All Screener features
- ✓ 20 years backtest data
- ✓ Multi-factor ranking systems
- ✓ Rolling screens
- ✓ Position sizing
- ✓ Strategy API
- ✓ AI factor development
Ready to get started?
Try Portfolio123