Since 2011 this is my main modeling platform - no regrets I have been using this platform since 2011. I have used others, even ones that cost 6-digits per year to license and I can honestly say I prefer this one. I have used ClariFI and WorldQuant to name just 2 of the high institutional grade platforms and about 6 others. The P123 simulation engines are lighting fast, they listen to users and are always adding new features...in fact...after 9 years of using the platform I still probably use only 20% of what it can do. A well-rounded system whether you are running simple screens, custom weighed complex portfolios or in-depth research. Any serious family office or smaller firm should take the time to get one of their guys trained on this platform.

Green Is My Favorite Color Portfolio123 is unique in that the tools are in front of you. Tools that are simple enough to manipulate to attain an outcome of performance. Yes I would recommend this software to anyone who is ambiguous and want results in the stock market.

Excellent site for backtesting equity trading strategies Excellent 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.

Portfolio123 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.

screens 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.