Portfolio123

1939 Waukegan Rd, Ste 205, 60025, Glenview, IL, United States
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4.55
Based on 20 Reviews

5

70.00%

4

25.00%

3

0.00%

2

0.00%

1

5.00%
About Portfolio123

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.

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Andrew
GB

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.

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Cary
GB

Extremely 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.

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mike
GB

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.

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Kevin
GB

Highly 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.

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Shiraz Lakhi
GB

Nearly 10 Years of Superior Service - Small Token of Appreciation Number one priority for any serious investor is 'quality of data', as well as functionality and ease of use. P123 is easy to learn and get going with, and allows you to learn fundamental factors/codes at your own pace. I have been using the service for nearly 10 years now, and it is very much a part of my development (still ongoing) as a disciplined investor/analyst religiously focused on company fundamentals (and a sprinkle of technical timing). No screener, or backtesting software is worth it's salt without the highest quality and integrity of data. And P123 scores 5/5 on that highest priority. It's been good to me - hence this lengthy review as a small token of appreciation.

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