o806
CAGreat interface and tools Great interface and tools. Hopefully the transition to the new data provider goes well.
Kurtis Hemmerling
CASince 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.
Richard O Chavez
GBGreen 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.
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.)
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.