Great interface and tools Great interface and tools. Hopefully the transition to the new data provider goes well.

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.

Portfolio123 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.

Love 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.

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.