Cary
GBExtremely powerful and unique tool Extremely 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.
Al
GBI really like P123 works I 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.)
Azzz
CAI started using portfolio123 around 19… I 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.
Shawn
GBLove the screening with backtests Love the screening with backtests. Forum members are very helpful. Would like access to more foreign markets, log charts, and ability to trade with entry and exits at the $100/mo level.
mike
GBPortfolio123 is an awesome site with so many tools Portfolio123 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.