Kevin
GBHighly recommended They 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.
WalterW
GBPortfolio123 is a game-changer for… Portfolio123 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.
TCV
GBscreens work ..get back testing or you… screens work ..get back testing or you will not really know what is best. Probably need a month or two of back-testing to get things tested and tuned for your needs. that's the Basic Public Screen plus testing them with the different Setting/Ranking methods is a lot of combinations to start from. Then you can tweak for bad /good market situations.
Matthias Strohschneider
DEVery flexible stock screening and backtesting platform This is the best and most flexible platform for stock and ETF screening, ranking and backtesting I know. With main focus on fundamentals, you can test, combine and vary hundreds of parameters. No programming knowledge required. One restriction: Portfolio123 does not support intraday trading.
Chaim
GBExtremely powerful tool Extremely 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.