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Portfolio123 is the best web-based resource for investors. It allows you to discover exciting new stock/ETF ideas, create investment strategies using ranking and screening, backtest them with realistic simulations, and implement them in real-time with advanced trading tools -- including seamless and commission-free trading across multiple accounts.
Reviews 39
Azzz
Nov 16,2023I started using portfolio123 around 19 years ago. Simply the best product for quantitative stock analysis. No other come even close. The only solution you need for your stock investment assuming you have the time and desire to learn factor investing.
Ned H.
Oct 18,2023An excellent resource for evidence-based investment research. The features and functionality are outstanding.
WalterW
Oct 14,2023Portfolio123 is a game-changer for stock investors, providing a powerful platform for the design, simulation, and deployment of quantitative financial models. It also has stock screening, charting (including YChart style), trading (via Interactive Brokers and Tradier), macro economics charting, watchlists, an earnings center, cross-section series plotting, external data importer, a data API, stock news, stock summary snapshots, stock comparison tool, sector/Industry performance, fundamental and estimate summaries, a user forum and more (really). In the near future, machine learning will be supported. It's not just another retail-level tool; it's the only one that I’ve found to work in practice. To find something better, I suspect you'd have to go professional and spend significantly more. I've been a loyal subscriber for over a decade, which speaks volumes about its effectiveness. Is there a downside? Sure, building successful trading models is hard work, but with dedication and focus, it's possible to be successful. Whether you're researching stocks, building and simulating quantitative models, or managing accounts, Portfolio123 has what you need.
Chaim
Oct 13,2023Extremely powerful tool. I have been using it for almost two decades. There is nothing else like it available to the general public. I have gotten great results.
G Gee
Oct 13,2023If you like data driven investing and are willing to do the work, Portfolo123 provides all the information you need to construct and trade investment strategies. I've been a client for about 10 years and, for fundamental investing, I haven't found any site that comes close. You can write your own formulas to interpret the data, weight stocks in your portfolio, use your own buy and sell rules, trade weekly, monthly, or however often you think appropriate. You can test your strategies on data going back many years, and they provide articles and a forum for exchange of information to help you learn about factor investing and how to use their site. I wouldn't go anywhere else to manage my money.
Andrew
Oct 13,2023Excellent site for testing stock and ETF trading strategies. P123 provides a thorough point-in-time database with a powerful and flexible engine to simulate backtests of systems. And they integrate with Interactive Brokers to automate applying those strategies to live trading.
James
Oct 13,2023If you want to have quality data for everything from fundamental analysis to advanced machine learning there is no better place. Personally, I have used it for advanced machine learning. The downloads and tools are perfect for this. It can give you excess returns with everything from simple regressions to XGBoost and neural-nets. I think if you like machine learning there is no other place to be. It has worked and continues to work for me. I have been a member for over 10 years. Also keeping track of your investing is easier and better than any other site I have looked at. Automatically editing your buy and sell prices, Giving equity curves, Sharpe ratios, alpha etc Put more simply it will make you money. This is true for a lot of different investment styles (mine being machine learning). And you can keep track of what is working best for you over time. If I could give it a higher rating, I would (which serves to illustrate I was never all that good at fractions in school). But P123 is a useful tool even for me. I recommend that you try it. I do not think you will regret it—assuming you like quality data to use for your own investing methods.
Wenzhang Zhuge
Oct 06,2023Toxic environment that stigmatizes creative, productive, diverse critiques as so-called "unconstructive" and "repetitive" and condones toxic personal attacks.
Kenny Thomas
Jan 26,2021Good investment portfolio They are site is 100% perfect and they good in investing . platform
Cary
Dec 11,2020Extremely powerful and unique tool. Im not aware of any other like it on the market. Despite having no formal finance background I have decisively beaten my benchmark index for multiple years with real money investing in companies that are off most other people's radar. Once you get used to systematically investing with a model you will wonder how you did it any other way (or how you could do it any other way). The staff is extremely knowledgable and responsive. The user community is generous and supportive. Beyond that, the tool is just fun to research, test theories and play around with.
Erik
Dec 04,2020By far the best site for creating models to beat the market. It’s changed my life.
Richard Moore
Dec 04,2020Easy to use but powerful functions, backtesting & simulations. My results have been very good and could even be better if I would not try to second-guess my model
Al
Dec 04,2020I really like P123 works. The criteria for screens are easy to create and change. It's not a dumbed down version like I've seen on other sites. The backtesting is an interesting and useful feature. To get a 5 star rating you would need to (1) change FCF to exclude dividends (that is so weird and causes me more work to get around), (2) add Invested Capital as a criteria in screening (this would also save me a lot of work), and add foreign stocks to screening universe (I wish you luck in this endeavor. At this point I cannot contribute.)
Kevin
Dec 04,2020They make a great product and offer a good service. They are responsive. It takes time to learn their tools and how to navigate their website which is no different than any other comparable site except that you are doing far less coding from scratch and more actual thinking and developing trading models.
mike
Dec 04,2020Portfolio123 is an awesome site with so many tools to help investors. They are very responsive and they are often on message boards with help and will respond to emails as well.
Francois
Dec 04,2020Always above and beyond expectations for customer service.
Ticiano Rego
Aug 15,2020Excellent plataform, very helpful support and great community. P123 was a game changer for me.
Mark
Aug 15,2020Portfolio123 is a very well run organization. The platform is excellent and has a wide range of capabilities. The staff has always been helpful.
paris
Jun 08,2020We need european stocks date
1939 Waukegan Rd, Ste 205, 60025, Glenview, IL, US
https://www.portfolio123.com
Kurtis Hemmerling
Dec 16,2024I have been a user since about 2011. At the start I used it to test ideas and academic papers. P123 was a lot simpler back then. They have added an entire suite of tools since for things like market timing signals, combining strategies in a book or master portfolio, AI integration and more. But what I really like the most about the platform is the institutional grade data and programming. And it doesn't cost an arm and a leg like Bloomberg Terminal or ClariFi. Those run thousands per month. Using P123 has been the cornerstone of my financial career. With it I have been able to consult with family offices, various funds and UHNW individuals. Without it, I probably couldn't offer my services at all. So I am super thankful to P123 for the opportunity.